60 Day Success Plan
Agent – Week One Activities :
1 . At the beginning of the new week , meet with your accountability coach for weekly coaching and guidance , and to review your activities and progress from the previous week .
• Focus this week is your sphere of influence ; building out your database in SAGE CRM and making contact .
• Review the “ Learner Activity Dashboard ” in the LearnCenter and review training progress complete and incomplete .
• Discuss questions for using SAGE CRM and Marketing REsource and your progress using the systems .
• Download and review the Weekly Activity Tracker form . Review expectations for weekly reporting .
2 . LearnCenter : Enroll and complete the following training .
• Quick Start Essentials ( QSE ) Selling By Style ( online web-based training ).
• Quick Start Essentials ( QSE ) Developing Sales Skills ( self-study guide ).
• Grow Your Business Through Referrals ( online web-based training ).
3 . Scripts : Practice the Sphere of Influence ( SOI ) scripts # 1 and # 2 provided in this guide .
4 . Prospect :
• Complete a minimum of 10 calls daily from your database using the sample SOI scripts ( 10 X 5 = 50 calls weekly ) and ask for referrals .
• Schedule all follow up Tasks in SAGE CRM .
• Send 10 hand written notes weekly to selected contacts . ( 2 per day X 5 days )
• Place any outbound referrals with your company ’ s referral / relocation director .
5 . SAGE CRM :
• Login to SAGE CRM daily . Review and complete your Today ’ s Tasks .
• Add a minimum of 10 people to your SAGE CRM Contacts daily . Ensure contact details are complete with all appropriate fields ( Contact Type , Transaction Type , Ideal Close Date , etc .).
• Update Contact records to include relevant Topics for associated List Views .
• Enter results of contact activities and conversations in Notes .
• Create a “ Sphere of Influence or SOI ” List View and add contacts to your SOI List .
( Continued on the next page )
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