• Coaching & Feedback Request Form

  • Please review the following information before submitting a Coaching & Feedback Request.

  • Guidelines

    Role-Play Practice Coaching & Feedback Guidelines and Expectations

    1. Everyone (agents and team members) should be volunteering (or being "voluntold" by the agent) on a weekly basis to participate in Role-Play Practice Coaching/Feedback on appointment selling, sales appointments or both, including objection handling. Remember, Lurkers Aren't Learners!
    2. Everyone (agents and team members) should be including objection handling role-play as part of your weekly requests for feedback & coaching whether that's for appointment selling, sales appointments or both.
    3. The Live Coaching & Feedback Sessions should not be used as a substitute for individual preparation.
    4. Specifically, role-play participants should not be simply reading the material to the group. This is not beneficial for anyone, including the participant.
    5. The role-play participants should be prepared by having used the 5/5/5/5 Study Method (below), tele-prompter practice and role-play preparation on their own prior to the session.

    The 5/5/5/5 Study Method (Read/Write/Role-Play/Real-Play)

    • Read the material out-loud once per day for 5 days.
    • Handwrite out the material once per day for 5 days.
    • Role-play the material once per day for 5 days.
    • Request Role-Play Practice Feedback/Coaching from your agent.
    • Request Role-Play Practice Feedback/Coaching from Barry.
    • If you are the agent, Request Role-Play Practice Feedback/Coaching from Barry (prepare by role playing with team and/or another agent from the program).
    • After receiving feedback and coaching from your agent and/or Barry, use the material with at least one client/prospect (Real-Play) as soon as possible.
    • Request additional feedback and coaching during the next live Q&A session after your real-play.
    • Repeat the process for each script/word track.

    6. Actively participate in the coaching sessions even when you're not the role-play participant by paying close attention to the feedback and coaching.  Avoid side conversations to allow everyone to focus on learning.
    7. During the session, if you're not a role-play participant for the current week, you should be volunteering for the next session (or being "voluntold" by the agent) by indicating (in the Zoom chat window) which script/word track you'd like to work on.  Do not rely on observing others to learn; you must actively participate.
    8. Implement Imperfectly between sessions.....real-play with actual prospects/customers/clients is the key!

  • Coaching & Feedback Request Form

    • Your Information 
    •  / /
    • Share Your Progress, Wins & Successes 

    • Share Your Progress, Wins & Successes

      Examples

      • Studied Modules, Lessons & Tool Box Documents.
      • Practiced scripts/word tracks using the 5-5-5-5 Method.
      • Role-Played with Team or Agent.
      • Tried a new MLSM technique, script, method, conversation.
      • Offered 1 or more TAP/IRP/FPPAppointments.
      • Sold / Set 1 or more Appointments.
      • Made 1 or more financial services sales.
    • Request Appointment Selling & Sales Appointment Role-Play Coaching & Feedback 

    • Request Appointment Selling & Sales Appointment Role-Play Coaching & Feedback

      • List the script (full or partial) that you'd like to role play and get feedback & coaching from Barry.
    • Request Appointment Selling & Sales Appointment Objection Handling Role-Play 

    • Request Appointment Selling & Sales Appointment Objection Handling Role-Play

      • List the specific objection you encountered and where you may have gotten stuck and need help to overcome or avoid it next time.
      • List the specific script you were using when you encountered the objection.
      • Outline the client scenario and any recap of what the client said or you said that would help describe and clarify the encounter.
    • Request to Review Your Actual Client Conversations for Feedback & Continuous Improvement 

    • Request to Review Your Actual Client Conversations for Feedback & Continuous Improvement

      • Outline the client scenario, what areas do you want to reinforce and refine?
      • What areas do you need to work on and improve?
      • What were your specific take-aways from what went well and what didn't go so well and what would you like to be coached on?
    •  
    •  
    • Should be Empty: