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MAKE A COPY OF THIS TEMPLATE - GO TO FILE > MAKE A COPY
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WELCOME NEW PARTNER
YOUR 3 GOALS:FS DATE:
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1. EMOTIONAL GOAL:1. TOP 25
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YOU WILL BE USING THESE SHEETS TO TRACK THE FOLLOWING:
2. MEET THE SPOUSE/PARENT
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3. 3 FT
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TOP 25 LIST - This is your list of friends/family/prospects4. LIFE CLASS
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FIELD TRAINING APPOINTMENTS 2. INCOME GOAL:5. FLS/POLICY
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RI (RECRUITING INTERVIEW) APPOINTMENTS6.BIG EVENT
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CAPTAINS LIST (GUESTS THAT CAME TO BOM)
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FAST START APPTS
FAST START SCHOOL CHECKLIST
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NOTECARD LIST (For New Recruits/Field Trainings/Other)3. SELFISH GOAL:
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LICENSING
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TOP 25 LIST
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ON BOARD/ Recruit
APPT SCHEDULED: RI OR BOMNOT INTERESTED (NI)
Filters: 1 - 25+ y/o 2-Married 3-Kids 4-Homeowner 5-Income 6-Ambitious 7-Dissatisfied 8-Business Minded
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ON BOARD/ Client
FOLLOW- UP (F/U) or LEFT MSG (LM)NO SHOW
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Date Met or Relative/Friend/ AcquaintanceName Phone NumberOccupation12345678QualitiesRI/BOM/FT1st call2nd call3rd call4th call5th call6th call7th call8th call9th call10th callLatest Result
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