MASTER Elite Club/Managers Mastermind Mandatory Monthly Worksheet

Mandatory Monthly Worksheet

Complete this Worksheet once at the end of each month! It will be due by the 5th day of the following month. Be honest! (If viewing on a mobile device, please turn your device horizontally. If a required field is unknown or not needed, please type "N/A".)
YOUR Name*

First Name Last Name
YOUR Email*
example@example.com
Member of:*

Elite ClubManager's Mastermind
Are you (or your office if you are a Manager) on track to achieve your Open Order goal for this month?*
What do you think contributed the most to this result?*
In the following items, "Targets" are defined as:
- Anyone on your target list
- Anyone you have never worked with before
- Anyone who you have worked with before that has not directed an order to you
- Any "lost clients" that you have not worked with for 6 months or more
How many BRAND NEW orders have you (or your office) received from TARGETS (See above definition) this month?*
How many APPOINTMENTS have you (or your office) attended with TARGETS (See above definition) this month?*
How many REACH 150 recommendations have you received this month?*
How many SOCIAL MEDIA posts have you made this month?*
Please provide any ROSES and THORNS you have had this month (RE: Escrow/Sales Meetings, Office Meetings, Team Building, Goal-Setting, One-on-Ones, Conflict Resolution, etc.)*
Please provide 1-2 QUESTIONS that you have. This can be anything you've had on your mind! Professional or (mildly) Personal.*
Are there any topics that you would like to us to discuss as a group in the coming months? (all ideas are welcome)*
Please select an option below.*

Please keep my feedback private.Feel free to share my Roses & Thorns :)
Should be Empty: