Required to be completed daily
Sales Team Daily Expectations
Name
First Name
Last Name
Number of Sales or Demo Meetings Ran Today
Number of calls to NEW LEADS OR LEADS NOT CLOSED Or Leads Never Contacted OR Cold Leads -outbound sales dials - Minimum 20 - GOAL 30- Leads that do not have a task scheduled and calls aren't made as set will be reassigned to a new rep.
*
I used Double Dial, Text and Email for each person I reached out to via Phone.
Yes
No
Number of Messages Left
*
Number of Appointment Set from outbound calls - GOAL 2
*
Number of Appointment Set from outbound Social Media Groups or DM's- Goal 2
*
Number of outbound Follow Up Phone or Zoom Calls (to agents you met with prior but didn't buy)- GOAL 5
*
Number of inbound calls received
*
All scheduled Tasks in AgencyZoom Completed? Tasks that roll to rotting will be reassigned to a new sales rep
*
Yes
No
Number of past customers contacted for upsells- Goal 2
*
Number of Affiliates Contacted- Goal 1
*
Number of Partner Companies Contacted- Goal 1
*
What social media platforms did you engage in today? (Goal 2)
*
Facebook
Instagram
X
Linkedin
NetVue
None
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Should be Empty: