Growth Report 1 - At Ease Inspections

Name *

First

Last

1. Were all new agents tagged, notes entered in their ISN profile, and daily welcome texts sent?

Yes
No

If not completed, then explain why:

2. Were follow up procedures completed for any team meetings, CE classes, or other events that took place this week?

Yes
No

This includes: - Follow Up email sent to each agent - VIP / Team agents entered into ISN and tagged - All agents entered into Active Campaign and started on drip campaign - Any CE Completions entered on GREC website - Agents friended on FB (if applicable)

If not, explain why:

3. Were weekly follow up calls completed for 1st x agents and logged in spreadsheet on the Google Drive?

Yes
No

You will do this every week but it will typically be for the new agents 2 weeks earlier.

If not, explain why:

4. Were at least 3 social media posts sent to manager for approval so they could be posted next week?

Yes
No

If not, explain why:

5. Did you submit numbers for the weekly scoreboard to Kim?

Yes
No

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