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WELCOME!
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This spreadsheet was designed for you to help you stay organized all in one place.
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PRINTABLE VERSION WITH SOME EXTRA ADVANCED TRAINING NOTES: CLICK HERE
This packet includes:
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Names List Builder with a guide to help you increase your number of people to call with video, organized sheet, thought joggers, approaches, and more.
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TO USE THIS SHEET:
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1)Click "file" in the top left cornerSales Calculator to see how many calls / sales / demos you need to hit your goal
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2)Click "make a copy" Goals Worksheet to share your goals at a high level
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3)Rename the file to include YOUR NAME in the titleDemo notes spreadsheet to help you organize yourself as a professional. Here's a video Owen made on the importance of taking notes on your demos: https://njlegacyrep.com/learn/fast-start-audio-4-notes-call-back-appreciation/

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4)Click "share it with the same people" and then press "OK"
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Normal week schedule that reps who have finished their fast start can use to plan and manage their time & demo goals intentionally. Make a new copy of the template each week so you can set up your new plan for that week.

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5)If you didn't do step 4, please share it with vectorbqny@gmail.com
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6)Make the most of this sheet and let us know if you have any questions, ideas, or suggestions!Referrals sheet to paste the referrals you get emailed from your manager into, to easily view them while you import them into queue.
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