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1. Were 25 calls to TP agents, along with follow emails, completed and logged into the CRM?
If calls were not completed and logged, then explain why:
2. Was one meeting/presentation scheduled with a TP agent or team lead?
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)?
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)?
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).
If not, explain why. If completed, then list which agents and their brokerage.