MASTER TRAINING CERTIFICATION & BUSINESS COACHING FORM
Complete this training certification and business coaching form with your training details, reflection, commitments, execution goals, accountability, and final declaration.
Training & Identity
Training Type
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Tuesday Night Training (7:30 PM)
Saturday Morning Training (10:00 AM)
Current Training Cycle™
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Tuesday → Saturday Execution Cycle™
Saturday → Tuesday Deployment Cycle™
Today’s Training Date
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Month
-
Day
Year
Date
Current Accountability Deadline (The Next Training Date)
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Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Current Fast Start Window #
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Please Select
FSW #1
FSW #2
FSW #3
FSW #4
FSW #5
FSW #6
FSW #7
FSW #8
FSW #9
FSW #10
I'M SURE
Agent Name
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Rep ID #
Recruited By (Trainer Name)
Your Current Promotion Level
Please Select
Rookie / Representative (25%)
Game Changer / Sr. Rep (35%)
Team Captain / District Leader (50%)
Game Manager / Division Leader (60%)
Franchise Leader / Regional Leader (70%)
General Manager (GM) / Sr. Regional Leader (80%)
Regional Vice-President (110%)
Your Current Licensing Status
Please Select
Fully Licensed (Life + Securities)
Life Licensed Only
In Licensing Process
State Exam Scheduled
Pre-Licensing Active
Not Started Yet
Leadership Topic & Skill Development
Please Select
What is the Leadership Topic for Today's Training?
What Skill is being taught today?
How to Prospect
How to Set Appointments
How to Create the FNA & Proposals
How to Present
How to Close
How to Recruit
How to Fast Start a New Recruit
How to License a New Recruit
How to Overcome Objections
How to Replace a Policy and Product Knowledge Master
How to Lead the Opportunity/Expansion Meeting & Conduct an Interview
Your Personal Notes, Reflections, and takeaways from todays Training
What EXACTLY did you learn from Coach Keith’s Leadership & Mindset Training today?
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TOP 3 KEY TAKEAWAYS FOR IMMEDIATE IMPLEMENTATION
Takeaways — 1
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Takeaways — 2
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Takeaways — 3
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Which ONE thing will you apply immediately?
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Which Fundamental Did You Develop Today?
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How to Prospect & Set Appointments
How to Create the FNA & Client Proposals
How to Present
How to Close
How to Recruit & Conduct an Interview
How to Onboard & Launch New Agents
How to Run a Championship Team
How to Build a Massive Organization
Leadership & Mindset
Other
How many of the 10 Fundamentals have you actually learned and can duplicate in the field?
Please Select
0
1
2
3
4
5
6
7
8
9
10
With that being said, how would rate your current skill level on a scale of 100%? (Each Skill representing 10% of 100%)
Please Select
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
What is your plan of action to increase your Skill Level and improve your Core Competencies?
Current Certification Progress™
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Appointment Setter Certified™
Presentation Certified™
Closer Certified™
Recruiter Certified™
Certified Field-Trainer
Master Trainer Certification
Certified Policy Expert Certified
No Certifications Yet
IMMEDIATE ACTION & COMMITMENTS
What are you doing immediately after this training to grow your business, Skill Set or income?
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Commitment & Motivation
How much cash will you set a goal to earn before the next training?
Please Select
$250
$500
$750
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
$5,000
$6,000
$7,000
$8,000
$9,000
$10,000
For licensed agents — Cash & Production commitment
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Please Select
1 × $1,000 in Production + $500 in Cash
2 × $2,000 in Production + $1,000 in Cash
3 × $3,000 in Production + $1,500 in Cash
4 x $4,000 in Production + $2,000 in Cash
5 x $5,000 in Production + $2,500 in Cash
For non-licensed agents — production & unit bonus commitment
Please Select
1 × $1,000 in Production + $200 in Unit Bonuses
2 × $2,000 in Production + $400 in Unit Bonuses
3 × $3,000 in Production + $600 in Unit Bonuses
4 x $4,000 in Production + $800 in Unit Bonuses
5 x $5,000 in Production + $1,000 in Unit Bonuses
What is your is your WHY that's driving you to fulfill this commitment?
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What do you want to be recognized for at the next training?
Setting More Appoitments
Having New Guest in Attendance
Closing a Sale
Replacing a Policy
Getting Paid a Commission
Getting Certified in a Skill
Contributing to the The GoGetterz Team Success
Execution Goals & Scoreboard
How many Qualified KTAs will you complete before the next training deadline?
*
Please Select
1 Qualified KTA
2 Qualified KTAs
3 Qualified KTAs
5 Qualified KTAs
8 Qualified KTAs
10+ Qualified KTAs
How many Presentations will you complete before the next training deadline?
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Please Select
1 Presentation
2 Presentations
3 Presentations
5 Presentations
8 Presentations
How many Sales will you complete before the next training deadline?
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Please Select
I will do my best to close at least 1 Sale
1–2 Sales
3–5 Sales
5+ Sales
How many Recruits will you submit before the next training deadline?
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Please Select
I will do my best to close at least 1 Sale
1 Recruit
2 Recruits
3+ Recruits
What Licensing Progress will you complete before the next training deadline?
*
Please Select
I'm already Life Licensed
I will help a downline move through the licensing process
1 Newly Licensed Agent
I will help multiple downlines move through the Licensing process
What area's do you need immediate help from Coach Keith in order to make the kind of money you want to make and hit your goal over the next 3-days?
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TOP 3 NON-NEGOTIABLE ACTION ITEMS™ — 1
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TOP 3 NON-NEGOTIABLE ACTION ITEMS™ — 2
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TOP 3 NON-NEGOTIABLE ACTION ITEMS™ — 3
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Execution Score — rate your expected execution level before the next training
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Please Select
100% — NO EXCUSES
90% — Highly Confident
75% — Some Obstacles Exist
50% — I Need Help
Below 50% — I’m Not Fully COMMITTED
ACCOUNTABILITY & DECLERATION
Accountability & Declaration
Public Scoreboard Authorization — Acknowledgements
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I understand my execution results may be publicly recognized or publicly addressed during training.
I understand failure to execute affects my growth, credibility, leadership trust, and opportunities.
Name the individuals who's lives would change for the better IF and WHEN you reach your goals and build the business you envision. Who are you ultimately doing this for?
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If you were certified in all 10 of fundamentals of the business, how much income could you see yourself earning per. month in the next 6-12 months?
Please Select
$1,000 / mo.
$2,000 / mo.
$3,000 / mo.
$4,000 / mo.
$5,000 / mo.
$7,000 / mo.
$10,000 / mo.
$20,000 / mo.+
What would you say is the TOP 2-3 things that would prevent you from reaching your goal over the next 3-days?
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If you fail to execute, what is the REAL reason it happened?
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If you execute your goal, what REWARD will you give to yourself?
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If you don’t execute, what consequence will you apply to yourself?
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At the next training, I will report
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Please Select
I EXECUTED
I PARTIALLY EXECUTED
I DID NOT EXECUTE
FINAL DECLARATION — Type your Name as a testament and commitment to this statement “I WILL EXECUTE BEFORE THE NEXT TRAINING.”
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Type Your Full Name Above
Submit
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