KEVIN SR 50K NBIZ

1. Increased acct load with Bobs biz

2. Interruptions

3. Time Mangement

4. Finding Qualified Leads

5. Lack of Calls

6. FOCUS ON SOLUTIONS

7. Time for Action

8. Bigger book

8.1. Delegate more to CSR's

8.2. Review Bobs Accts with CSR

8.3. Lay out plan with CSR

9. Interruptions

9.1. Quiet time

9.2. Prioritize before engaging

9.3. Push to CSR to Handle

9.3.1. 2 per month

10. Qualified leads

10.1. Ask clients for referrals

10.2. More network opps

10.3. Special Promotions

11. Time management

11.1. Lay out Schedule for week

11.2. Set specific Time blocks to complete

11.3. STICK TO SCHEDULE

12. Lack of calls

12.1. set specific amount

12.2. more calls to warm leads

12.3. Niche leads from Steve