Counting What Counts - Master Copy.xlsx

	A	B	C	D	E	F	G	I	J	K	L
1		Week 1	Week 2	Week 3	Week 4	Week 5	Month Total	Net Placed Tracker

2	Lead Level							Client Name	Carrier	APV	Decision
3	Leads Received						0
4	Contacts						0
5	Lead Resolution (80%+)	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here
6	Dials (300+)						0
7	Hours Spent Dialing						0
8	Dials Per Hour (30+)	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here
9	Appointments Booked						0
10	Appointments Sat						0
11	Sit Ratio (67-75%+)	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here
12	Apps Written						0
13	Close Ratio (50%+)	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here
14	APV Submitted						$0.00
15	APV Placed						$0.00
16	Net Placed Ratio (75%+)	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here	Don't Type Here
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18	The Symmetry Learning Curve				Your 3 Accountability Components
19	1. Book Appointments: maintain contact:appt ratio specified in lead level metrics				1. Massive Action (300+ dials weekly)
20	2. Sit Appointments: 75% Sit Ratio in person or 67% virtually				2. Constant Correction
21	3. Write Apps/Protect Families: 50%+ Close Ratio				3. Association (plugging in to conference calls and
22	4. Get Apps Approved and Issued: 75%+ Net Placed Ratio				attending conferences and boot camps.)
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24	Business Journal
25	Victories
26	Week 1
27	Week 2
28	Week 3
29	Week 4
30	Week 5
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32	Learning Opportunities
33	Week 1
34	Week 2
35	Week 3
36	Week 4
37	Week 5
38
39	Take-Aways from Trainings
40	Week 1
41	Week 2
42	Week 3
43	Week 4
44	Week 5
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