Weekly Report
Who are you?
*
Please Select
Anonymous
Adrian
Andrew
Alida
Arden
Brandon
Brooke
Jack
Josh
Kim
Payton
Rachel
Steph
Taylor
Did we lose any accounts this week?
Yes
No
What marketing activities have you completed this week?
Who did we lose and why?
How much premium did you close this month?
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How much premium is in your pipeline?
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Number of COIs contacted this week?
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How many in-bound leads did you receive this week (call-ins, web submissions, or handed off by another teammate)?
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How many new sales conversations (outbound) did you have this week?
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How many presentations did you have this week?
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How many people did you ask about life insurance?
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Are you on track to achieve your production goal for the month/year?
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Leadership
How did you invest in the team this week?
What systems/processes did you work on/improve this week?
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Goals
Did you achieve the goals you set for the week?
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Yes
No
Why didn't you achieve the goals?
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Wins/Lessons
Week's Win - Personal or Business
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Week's Lesson - Personal or Business
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Feedback
What is something that affects you daily/weekly that we could/should change/improve on as an agency?
What about our tech stack could be improved? (slack, hubspot, outlook, etc...)
General Feedback
How can I pray for you?
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