Name *

First

Last

1. Were 25 calls to TP agents, along with follow emails, completed and logged into the CRM?

• Yes
• No

If calls were not completed and logged, then explain why:

2. Was one meeting/presentation scheduled with a TP agent or team lead?

• Yes
• No

If not, explain why. If a meeting/presentation was scheduled, then enter who it was scheduled with and for what date/time.

3. Did you attend at least one sales meeting (typically done at an office where we are a preferred vendor)?

• Yes
• No

If not, explain why. If you did attend a sales meeting, list which office you attended.

4. Did you complete two office pop-bys (with the goal of scheduling presentation or meeting with broker)?

• Yes
• No

If not, explain why. If completed, list which offices.

5. Did you gain commitments from at least two new agents? (Goal is 8 new agents per month).

• Yes
• No

If not, explain why. If completed, then list which agents and their brokerage.

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