• 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".)
  • 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
  • Should be Empty: