500,000 NBIZ SalesMtg 1.29.2018

meeting notea

Get Started. It's Free
or sign up with your email address
Rocket clouds
500,000 NBIZ SalesMtg 1.29.2018 by Mind Map: 500,000 NBIZ SalesMtg 1.29.2018

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

8. ACTION

9. Role playing

9.1. qualifying

9.2. prospects in progress