Page 2 - NAFIF-2019-Facility-Reference-Guide

Table of Contents

Content Page #

Field Strategy

· Important to Note 1
o EI Target & Facility Goal Incentive 1

o Reassignments 1
o Portfolio Info, Client Endorsements & Sales Rep Name Report 1
o Top Line QAR – Most Important Questions 2

o Pre-Pops 2
o Standardization 4

o LOI – Length of Interview/QTYPE 4
o EIPM Codes – How to Use 5
· NAFIF 2019 – Top Keys to Success 8

· Key Dates 10
· Briefing Call 10

· Facility Contacts 11
· EI Contact Map 12

· Fielding Logistics 14
· GoAnywhere 14

· Client Outreach/Process & Alternate Contacts 14
· EI Compensation Structure 15
· Control Sheet Instructions 16

· Found in Field Guidelines 16
· Recording Instructions 16

· Booklet Comments 18
· Requesting Documents 18

· Universe Development 19
· Client Name & Usage 20

· Collecting Volume and Turnover Data 23
· Turnover Ratios 23