60 Day Success Plan
Agent – Week 2 Activities
1 . At the beginning of this week , meet with your accountability coach for weekly coaching and guidance , and review your activities and progress from the previous week .
• Discuss the “ Learner Activity Dashboard ” in the LearnCenter , review training progress complete and in progress and review what you ’ ve learned .
• Bring your completed Weekly Activity Tracker form and review progress .
• Review the neighborhood statistics you gathered .
• Ask your manager or accountability coach to guide you in selecting and scheduling an open house .
2 . LearnCenter : Enroll and complete the following training .
• Quick Start Essentials ( QSE ) Prospecting with a Captivating Elevator Speech ( online web-based training ).
• Quick Start Essentials ( QSE ) Planning and Conduction an Open House ( online webbased training ).
• Videocast by SocialBoost : Job Aid , flyer , FAQ brochure , and training can be found on the Videocast page in REsource Center . Also click the Videocast by Social Boost link on the Marketing REsource homepage .
• SAGE CRM – Engagement Plans ( video and / or documentation ).
3 . Scripts :
• Continue practicing Sphere of Influence ( SOI ) scripts # 1 and # 2 provided in this guide .
• Role play and practice the elevator speech you created upon completing QSE Prospecting with a Captivating Elevator Speech course .
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 .
• Have coffee or a face-to-face meeting with a selected person in your SOI and ask for referrals .
• 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 .
( Continued on the next page )
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