NEW ORG WEEKLY REVIEW / PREVIEW
Date
-
Month
-
Day
Year
Date
Full Name:
*
First Name
Last Name
Email
*
example@example.com
PRIMARY OFFICE
Manhattan, NY
Brooklyn, NY
Flushing, NY
Paramus, NJ
Garden City, NY
New Haven, CT
Middleton, MA
REVIEW / THIS WEEK
Victory of the Week
Challenge of the Week
# of new potential prospects or COI's contacted
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
What digital marketing platforms did you utilize this week?
Seismic Live Social
LinkedIn
Facebook for Business
MarketEdge 360
Other
# of Networking Events Attended
0
1
2
3
4
5
# of new appointments scheduled from prospecting efforts
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
# of New Contacts
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
# of Introductions Obtained
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
# of Meetings Held
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
# of Meetings Held that were Philosophy Meetings
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
# of Meetings held that were COI Meetings
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Did you conduct meetings with senior advisors or leadership?
Yes
No
# of Apps Submitted
0
1
2
3
4
5
6
7
8
9
10
$ Premium Submitted
Did you review and advance all pending business?
Yes
No
# of Cases Paid
0
1
2
3
4
5
6
7
8
9
10
$ Premium Paid
Which of the following agency trainings did you attend this week?
Monday New Org
Tuesday Wealth Mgmt Call
Friday New Org
Weekly Team Meeting
Other
Did you make progress towards FINRA registrations, designations or other certifications? If so, please state.
PREVIEW / NEXT WEEK
# of Meetings Scheduled
0
1
2
3
4
5
6+
# of Apps Plan to be Taken
0
1
2
3
4
5
6+
New activity being done to generate new contacts
PROSPECTING ACTIVITY
List Your Top Prospects/ Opportunities
Submit
Should be Empty: