Elite Club Mandatory Monthly Worksheet
Complete this Worksheet once at the end of each month! It will be due by the 5th day of the following month. Be honest! (If viewing on a mobile device, please turn your device horizontally. If a required field is unknown or not needed, please type "N/A".)
YOUR Name
First Name
Last Name
YOUR Email
example@example.com
Daily Fast 15
(Schedule and complete your Fast 15 daily.)
How consistent have you been with your FAST 15 TIME BLOCKS this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Have you been consistently making your TOUCH POINT CALLS when applicable this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Have you been consistently sending your TOUCH POINT EMAILS when applicable this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Have you been consistently sending REACH 150 REQUESTS when applicable this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Please provide any WINS and CHALLENGES you have had with your Fast 15 this month!
Daily Huddle
(Schedule and complete your Daily Huddle with your team [or have a self check-in] daily.)
How consistent have you been with your DAILY HUDDLE TIME BLOCKS this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Please provide any WINS and CHALLENGES you have had with your Daily Huddles this month!
Weekly Meeting with Sales
(Schedule and complete your Meeting with Sales once weekly to discuss Cross Sales Leads and Targets, revise your Target List, make Target Calls, and review your current numbers in relation to your goals!)
How consistent have you been with your WEEKLY MEETINGS WITH SALES this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Please provide any WINS and CHALLENGES you have had with your Weekly Sales Meetings this month!
Weekly Escrow Team (or Self) Meeting
(Schedule a time to meet with your Escrow Team (you and your assistants) once weekly OR schedule a self check-in once per week)
How consistent have you been with your WEEKLY ESCROW TEAM MEETING this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Please provide any WINS and CHALLENGES you have had with your Weekly Escrow Team Meetings this month!
FOCUS!
(Focus on utilizing the Best Practices discussed during coaching every day WITHOUT multi-tasking!)
Every day, you should:
Focus on only ONE task at a time.
Close out your email completely while working on a task.
Check your email only during "gap time" between working on tasks!
Have only ONE file out at a time. (Keep your desk clean!)
Give 100% of your attention to the person you are talking to on the phone.
Time block different tasks and stick to those times.
When necessary, close your door to block out distractions. Consider establishing office hours.
How consistent have you been with your FOCUS this month?
YES! Very Consistent.
Mostly consistent
Not very consistent
No, not this month at all.
Individual EO Month-End Numbers Report!
(Proudly report your numbers!)
What were your Open Order Goals and Actual Numbers for this month? (Please pay attention to the chart labels!)
RESALE ORDERS
REFI ORDERS
OTHER ORDERS
TOTAL ORDERS
TOTAL REVENUE
OPEN GOALS
OPEN ACTUAL
CLOSED ACTUAL
Did you achieve your Open Order Goal for this month?
YES
NO
What do you think contributed the most to this result?
In the following items, "Targets" are defined as:
Anyone on your target list
Anyone you have never worked with before
Anyone who you have worked with before that has not directed an order to you
Any "lost clients" that you have not worked with for 6 months or more
How many BRAND NEW orders have you received from TARGETS (See above definition) this month?
How many APPOINTMENTS have you attended with TARGETS (See above definition) this month?
Please provide any WINS and CHALLENGES you have had with your Targets this month!
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