Week 2 Schedule

Monday

8am: Prospecting (150+ Dials, 400+ Texts)

9am: Watch CRM Training Video

12pm-1pm: LUNCH

1pm-3pm: Continued Prospecting (150+ Dials, 400+ Texts)

3pm: Satellite Meeting

3:30 - 5:30pm: Continued Prospecting (FOLLOW UP WITH YES’S FOR THE DAY - finish @ 300 dials & 800 texts)

5:30 — Carson Dial Session (Post in General MM channel points & office hours)

Homework: Rewatch CRM Video & Check w./ Summer to confirm CRM is looking good.

Tuesday

DIAL SESSION: Post #inofficebefore830 in the DREAM TEAM MatterMost channel (will not receive points otherwise)

8am: Schedule Appointment Reminders & Prepare Emails (ask Summer for OCC Email Template) / Prospecting if No Appointments Scheduled

9am: Pitch Training (Part 1 Script)

10am: Prospecting

  • Follow up with pipeline

  • 150+ Dials

  • 400+ Texts

11am-12pm: Product Training

12pm: LUNCH

1pm-3pm: Prospecting

3pm: Sales Training

4pm-7pm: Prospecting / Post in Dream Team MM points & #inofficeafter7

(END OF THE DAY FOLLOW UPS WITH YES’S. 800+ TEXTS & 300 DIALS)

HOMEWORK:

  • Study Part 2 (PA v./ SA Healthy Client Script)

  • Watch Underwriting Training Video

Wednesday

8am: Schedule Appointment Reminders & Prepare Emails / Prospecting if No Appointments Scheduled

9am: Pitch Training (Part 2 Script)

10am: Prospecting

  • Follow up with pipeline

  • 150+ Dials

  • 400+ Texts

11am: Product Training

12pm: LUNCH

1pm: Continued Prospecting

3pm: Sales Training

4pm— X: Prospecting (Finish w./ 800+ Texts / 300 Dials)

Homework:

  • Confirm new yes’s for the day and 3 appointments scheduled

  • Download Crankwheel and pin to browser — ensure settings are updated to allow screensharing

Thursday

8am: Schedule Appointment Reminders & Prepare Emails / Prospecting if No Appointments Scheduled

9am: Pitch Training (Screen Sharing & Application)

10am: Prospecting

  • Follow up with pipeline

  • 150+ Dials

  • 400+ Texts

11am: Product Training

12pm: LUNCH

1pm: Continued Prospecting

3pm: Sales Training

4pm— X: Prospecting (Finish w./ 800+ Texts / 300 Dials)

Homework:

  • Review pitch

  • Watch Full Presentation Video

  • Pipeline 7 yes’s, 3 appointments

Friday

8am: Schedule Appointment Reminders & Prepare Emails

Follow up with pipeline by texting & calling

11am: Product Training

12pm: Regional Sales Meeting

12:30pm: LUNCH

1pm: Prospecting

3pm: Sales Training (Conference Room)

4PM — X: Prospecting (Finish w./ 800+ Texts / 300 Dials)

Homework:

  • Practice full presentation

  • Line up appointments through the weekend