Page 253 - New Agent Binder

60 Day Success Plan

Week One

Goals in writing are dreams with deadlines.
Brian Tracy

Agent – Week One Activities:
1. At the beginning of the new week, meet with your accountability coach for weekly
coaching and guidance, and to review your activities and progress from the previous week.
 Focus this week is your Sphere of Influence; building out your database in Lead
REsource CRM and making contact.
 Review your printed “My Transcript” from LearnCenter REsource and review
training complete and incomplete.
 Discuss questions for using Lead REsource and Marketing REsource and your
progress using the systems.
 Download and review the Weekly Activity Tracker form and expectations for
weekly reporting.

2. LearnCenter REsource: Enroll and complete the following training.
 Marketing REsource 2: Multimedia Marketing (webinar or recorded session).
 Quick Start Essentials (QSE) Selling By Style (webinar or recorded session).
 Quick Start Essentials (QSE) Developing Sales Skills (self-study guide).
 Grow Your Business Through Referrals (online web-based training).

3. Scripts: Practice the Sphere of Influence (SOI) scripts #1 and #2 provided in this guide.

4. Prospect:
 Complete a minimum of 10 calls daily from your database using the sample SOI
scripts (10 X 5 = 50 calls weekly) and ask for referrals.
 Schedule all follow up activities in Lead REsource CRM Calendar.
 Send 10 hand written notes weekly to selected contacts. (2 per day X 5 days)
 Place any outbound referrals with your company’s referral/relocation director.

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