Strategy Session with Agency Owner

**IF THIS HASNT BEEN DONE YET, 

SCHEDULE ASAP WITH YOUR AGENCY OWNER**

STRATEGY CALL FOR LONG AND SHORT TERM PLAN

This call is VERY important and should be scheduled in the next few days after first week on boarding.

ON THIS STRATEGY CALL WE WILL COVER:

  • Short and long term goals

  • Lead budget recommendations (short and long term)

  • Get a serious action plan in place to help you GROW at what ever speed is right for you

  • Get a plan to make sure we are offering the correct level of support to help you get what you're here for 

Please reach out to your Agency Owner NOW to set up this time so we can personalize a plan that will help you reach your goals.

Outline for Strategy Call

1. PERSONAL PRODUCTION 

Determine how much APV is needed to reach your goals.

2. PASSIVE INCOME

 Learn how to build an agency!

The GOAL is to discover what amount of APV with what issue rate to pay bills/comfortable? ________

 

  1. FORMULA

Take Target APV target x .60 contract=

____ x .75 issue rate

_____ x .75 paid up front

 

= APV Target  each week

= Divides by / $500 to $1000 in commission = leads per week?

= Average app is $1000 = How many apps do they need?

 

  • WHAT IS THE SHORT TERM COMMITMENT FOR LEADS (6 WEEKS IS RECOMMENDED)

  • FILLED OUT GMR FOR THAT NUMBER (Bonus leads are fine)

 

By the end of this section, both  should have a clear understanding of:

-LEAD BUDGET SHORT TERM & LONG TERM

-APV NEEDED PER WEEK

-APPS NEEDED

-ISSUE RATE NEEDED

  • If we do all the training in the start, and building passive income starts with them just sharing the video, is passive income something you want?

  • Determine number of conference registrations needed by next conference to make that happen.

  • Figure out where these people will come from? (Cold or Warm)

 

  1. SET COMMITMENT FOR CONFERENCE  AND MEETING ATTENDANCE GOALS

  2. SET COMMITMENT FOR TIME SPENT BUILDING EACH WEEK (GET IT ON SCHEDULE)

  3. RECOMMENDED LEAST 1-2 HOURS A WEEK OR TALKING TO 5-10 PEOPLE THEY KNOW EACH WEEK ABOUT SFG.

  4. Discuss a weekly commitment on building (talk to ___ people per week and how much time each week to allocate to this).

3. PLAN FOR PERSONAL GROWTH/DEVELOPMENT

MORE Resources