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SEP Boot Camp

SEP Boot Camp

Welcome to the 2025 SEP Boot Camp! Today you will utilize this workshop document to follow along with the Agenda and make note of any opportunities that you would like to include in your final Action Plan. At the end of the day this document will allow for your to review your notes on each session and get to building your SEP Action Plan. These plans will be submitted & reviewed with your Field Sales Manager. Let's get started!
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    • Virginia Beach, VA
    • Fredricksburg, VA
    • Rocky Hill, CT
    • Marlborough, MA
    • Portland, ME
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    • Please Select
    • Connecticut
    • Maine
    • Massachusetts
    • New Hampshire
    • Rhode Island
    • Vermont
    • Virginia
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    As you navigate throughout the day be sure to save your progress BEFORE advancing to the next session. An email will be generated to pick up where you left off in the case that you close out of the browser, your laptop dies, or your WIFI drops!
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    Please list any Notes & Key Takeaways you would like to incorporate into your Action Plan. You will have access to review these as you navigate your day.
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    Cross-Selling
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    Please list any Notes & Key Takeaways you would like to incorporate into your Action Plan. You will have access to review these as you navigate your day.
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    Help Wanted: Field Opportunities Available for You
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    Please list any Notes & Key Takeaways you would like to incorporate into your Action Plan. You will have access to review these as you navigate your day.
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    Grassroots Lead Gen to Power Your ROY Growth
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    Please list any Notes & Key Takeaways you would like to incorporate into your Action Plan. You will have access to review these as you navigate your day.
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    Let's Plan!
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    What opportunities did you find interest in?


    Please list 3-4 Opportunities you would like to start with. Once listed, we will drill down deeper on each opportunity you would like to develop further and what strategies you can use.


    Example of Opportunities:

    1. Cross-Selling
    2. Grass Roots Marketing
    3. Generating Leads via Social Media
    4. Generating Leads via utilizing Oak Street



    LIST BELOW:
    *    
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    *   
    *    



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    Let's Develop Opportunity 1

    Please list 3-4 Strategies you can use to develop the opportunity.


    Example of Strategies:

    1. Seminars
    2. Specific Community Outreach
    3. Specific Marketing Strategy
    4. Lead Programs



    List below:
    *    
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    What is your Projected Production? *    
    What is your Projected Cost?    *    



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    Let's Develop Opportunity 2

    Please list 3-4 Strategies you can use to develop the opportunity.


    Example of Strategies:

    1. Seminars
    2. Specific Community Outreach
    3. Specific Marketing Strategy
    4. Lead Programs



    List below:
    *    
    *    
    *   
    *    


    What is your Projected Production? *    
    What is your Projected Cost?    *    



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    Let's Develop Opportunity 3

    Please list 3-4 Strategies you can use to develop the opportunity.


    Example of Strategies:

    1. Seminars
    2. Specific Community Outreach
    3. Specific Marketing Strategy
    4. Lead Programs



    List below:
    *    
    *    
    *   
    *    

    What is your Projected Production? *    
    What is your Projected Cost?    *    



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    Let's Develop Opportunity 4

    Please list 3-4 Strategies you can use to develop the opportunity.


    Example of Strategies:

    1. Seminars
    2. Specific Community Outreach
    3. Specific Marketing Strategy
    4. Lead Programs


    List below:
    *    
    *    
    *   
    *    


    What is your Projected Production? *    
    What is your Projected Cost?    *    



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    Let's Develop Your Retention Strategy!

    Please list 3-4 Strategies you can use to retain your BOB.


    Example of Strategies:

    1. Email Campaign
    2. Birthday/Holiday Cards
    3. 30, 60, 90 Day Calls
    4. Reminder Media


    *    
    *    
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    *    

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    Please Select
    • Please Select
    • Jennifer Tyler
    • Jennifer Solano
    • Michael Vegnani
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    Has outreach been made to the Agent to schedule review?
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    Has outreach been made to the Agent to schedule review?
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    Has outreach been made to the Agent to schedule review?
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    Has this Action Plan been reviewed & implemented?
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