ISA Weekly Review
Please complete this form prior to each weekly review session.
This section will focus on meeting Key Performance Indicators (KPIs)
We will identify areas of strengths and weaknesses and develop a plan to improve any weak areas.
Daily Activity Records have been turned in daily to Sales Manager or Admin Asst
Yes
No
If "No", state reason:
Buyer/Seller sheets have been turned in daily to Sales Manager or Admin Asst
Yes
No
If "No", state reason:
Have you consistently made 20 contacts per day?
Yes
No
If "No", state reason:
Have you consistently set 1 appointment per day?
Yes
No
If "No", state reason:
Have added all leads to Top Producer (Open House, Floor Calls, Active CINC Leads, etc.)?
Yes
No
If "No", state reason:
Attended role play sessions or conducted role play, as requested?
Yes
No
If "No", state reason:
Conducted Circle Prospecting Calls prior to Open House?
Yes
No
If "No", state reason:
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This section will focus on your personal assessment of self and allow you to make training requests:
List successes over the last week:
List challenges over the last week:
List any training requests:
Submit
Should be Empty: