500,000 NBIZ SalesMtg 1.29.2018
by Steve Rossi
1. no spilling your candy
2. Steve
2.1. lead lists for producers
3. ACTION
3.1. Producers
3.1.1. 9:30 - 11:30 Tuesdays
3.1.2. Phone call blitz
3.1.3. Producers to Hit Wkly Actvity goals
3.1.4. block time calendar sign on door
3.1.5. get prospect lists in order
4. Obstacles
4.1. Making Calls no conversations
4.2. No Time
4.2.1. Time management
4.2.2. service work
4.2.3. keeping renewals
4.3. No Lead List
4.4. Finding niches
4.5. prospects follow up system erratic
5. Producer Activity Plan
5.1. Target Average Acct Goal
5.2. # Appts Needed
5.3. # Conversations needed
5.4. # Proposals Needed
5.5. # Sales Needed
6. sales meeting 1.29.2018
7. marketing dept
7.1. Steve Smagala
7.1.1. hired new processor for nbiz data entry
7.1.2. producers no more apps
7.1.3. 24-48 hr turnaround time small biz
7.1.4. quick quote sheet for producers being developed