Managers Mastermind Mandatory Monthly Worksheet

Managers Mastermind 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 NameLast Name
YOUR Email
example@example.com
Managers' Branch Month-End Numbers Report!

(Proudly report your office's numbers!)

What were your Office's Open Order Goals and Actual Numbers for this month? (Please pay attention to the chart labels!)

Did your Office achieve it's Open Order Goal for this month?
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 has your office received from TARGETS (See above definition) this month?
How many APPOINTMENTS has your office attended with TARGETS (See above definition) this month?
Please provide any WINS and CHALLENGES you have had with your office this month (RE: Escrow/Sales Meetings, Office Meetings, Team Building, Goal-Setting, One-on-Ones, Conflict Resolution, etc.)
Should be Empty: