New Spark Agent Checklist
Please fill this out so we are better able to have a productive coaching call.
Agent:
First Name
Last Name
Agent Email
example@example.com
Mentor Email
example@example.com
Date
-
Month
-
Day
Year
Date
Has the Agent Uploaded their Headshot? (See Link Below): https://forms.archtelecom.net/252326308775057
Yes
No
Have you gone over the Spark 1.0 Advisor Expectations?
Yes
No
Has the Agent purchased their states (5 of the required 10 are MI, PA, CA, FL, TX & GA)? If, so have they uploaded proof of their states?
Yes
No
Upload Proof Agent Has Signed All Contracts:
Browse Files
Cancel
of
Upload Proof Agent Has Completed Eterna Academy:
Browse Files
Cancel
of
What schedule did the Advisor choose?
Does the Agent have a copy of the Advisor script?
Yes
No
Has the Agent been added to Discord?
Yes
No
Does the Agent have access to the google drive?
Yes
No
Does the Agent understand the requirement of being on camera & engaged during orientation?
Yes
No
Does the Agent have access to the Eterna Portal?
Yes
No
Does the Agent have access to the Eterna CRM?
Yes
No
Has this agent sent you 5 recordings of them going through the script? Please share details.
When are you looking to have this agent start dialing?
-
Month
-
Day
Year
Date
Has the agent uploaded proof of their states? ( https://forms.goeterna.com/252096762078061 )
Yes
No
Submit
Should be Empty: