Weekly Activity Report
Please submit your reports by 8:30 pm Each week by Sunday Night
Date
*
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Month
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Day
Year
Date Picker Icon
Name
*
First Name
Last Name
Solution Number
Number of Dials
*
How many applicant/candidate calls/ text did you make this week?
Number of video Offers Extended
*
The number of offers you've extended this week.
Number of videos viewed
*
Example: 2
Number of IBA's Closed
The number of IBA's closes you did
Number of Appointments Set
The number of Appointments you set
Number of Appointments Did
The number of Appointments you did
Number of Appointments got
The number of Appointments you got
Number of Closes Set
The number of closes you set
Number of Closes Did
The number of closes you did
Number of Closes Got
The number of closes you got
How many people do you have in your CRM
Number of People Added Too CRM
How Many New People Did You Add Too Your CRM This Week
Personal Score:
*
Enter your Scores as follows: Recruits x premium x Codes x Trades
Team Score
*
Enter your Scores as follows: Recruits x premium x Codes x Trades
Personal Goal for Next week
*
Enter your Scores as follows: Recruits x premium x Codes x Trades
Team Goal for Next Week
Number of Invites to Opportunity Meeting
How Many confirmed Invites - Tuesday's Opportunity Meeting
Number of FNA's
Number of FNA's completed
Number of Auto & Home Policies
Number of Managed Accounts Opened
Number of Mortgage Applications Taken
Number of Vivant
Number of Legal Shields
Number of Commercial Insurance Policies
Roadblocks & Key Decisions
Challenges | What's holding you up....
Rate Your Recruiting Week!
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5
5 Excellent - 1 I need to up my game!
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