Part 1 - Create YOUR Schedule
1. Print the blank schedule template below.
2. Create your own schedule for the week on the blank template (See below of 7 things to add to schedule)
3. The calendar's below are an example of a current foundational schedule for full and part time agents.
4. At the VERY bottom there is a previously recorded Business Planning class incase you missed it or want to see it again
Full Time Example
Part Time Example
7 THINGS TO PUT ON YOUR SCHEDULE
TRAINING AND CONTINUING EDUCATION
Time To Study
APPOINTMENT SETTING TIME ON ZOOM
Friday and Saturday Recommended
Non-negotiable with hourly targets
FAMILY AND PERSONAL TIME
BUILDING YOUR LEGACY/AGENCY
TIME FOR RISK ASSESSMENTS & PREPARATION FOR APPOINTMENTS
Print Applications if applicable.
Virtual Mentor research & check agent guides
Double check results with mentor before client presentation
At least 24 hours before appointment
FOLLOW UP ON OUTSTANDING BUSINESS
This is how we get paid
Check every day
Instructions found on "CLASS 5 -Week One Page"
Part 2 SET UP TIME WITH YOUR AGENCY OWNER
STRATEGY CALL FOR LONG AND SHORT TERM PLAN
This call is VERY important and should be scheduled after the group class.
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 get with your Agency Owner NOW to set up this time so we can personalize a plan that will help you reach your goals.
BELOW IS A CALCULATOR TO HELP WITH PREDICTIONS AS WELL AS THE COMPANY HANDBOOK: