Done 1 hr green activity via Zoom - Oct 1

Recruit passed the exam

Not yet started - moved to 2nd week of October

2 days booth manning

3 JFWs

4 Client meetings

2 table top (recruits)

2 Market surveys

Client meeting (1 hour everyday)

Monitor recruits with their review for exam

JFW ( 1 hour 4x/week

Update/Contact/ set appointment with prospects

Recruitment

Strive to have a least 1 guest show-up every byb

Commit to have at least 1 presentation everyday

Activate every month

Set appointments 6 clients

Presentation and closing 2 clients

JFW 8 clients

2 coded recruits

2 Branch BYB show-up this week

1 Presentation each day from Tuesday to Saturday

Do Flyering at Cubao near Accenture office

1-2 HR Green Activity with the team 3 HR Clienting on Personal Production

Follow up on recruit's requirements

Once a week flyering and visit small offices for client, school visit on recruitment (target school admins & teachers)

1 closed client

1 coded recruit

4-5 show ups for BYB or Table Top

1-2 JFWs per day in Selling/Activation for my teammates.

6 Table Tops / BYB Show ups for my personal recruitment activities.

Table top anytime for all invites/recruits of my teammates.

Minimum of 5 client meetings.

3 Client meeting

Client meetings (atleast 3 this week)

JFW (atleast 1 this week)

Table top/BYB invites (atleast 3 this week)

3 Client meeting - DONE

3 Client Meetings

3 Table Top

5 New leads through 50 Flyering at Los Baños

10 client meetings

1-2 BYB Invites

1-2 closings

2 client meetings ✅

Flyering ✅

3 new leads ✅

Had a total of 5 JFWs with my teammates with 5 successful closings.

Had 3 Table Tops for my personal recruitment activities.

Had 3 Table Tops for my teammates recruitment activities. 100% conversion in terms of IC registration. All are direct recruits of Narlene Bona.

Had 2 client meetings for the week.

Had 1 client meeting

Got 30 new leads

Client meeting/s - 1

JFW - 0

Table top/BYB - 0

Appointments 3 out of 6.

Presentation and closing 0. To prepare proposals

JFW 0. Recruits focused on recruiting. 3 for examination

Coding of 2 recruits delayed due to system.

I had 1 client meeting/call per day only. 1 closing for the week. Need to improve on prospecting

I had 4 total BYB invite only for this week. Need to be strict on time for recruitment

Accomplished B2B with the team, only 70 leads were made but it was a learning activity for everyone

Got 16 Leads. 2 of them are positive leads and willing to do the meeting and have a presentation.

2 JFWs only.Randy and Rheymark

1 client meeting/1 closed deal.

the 2meetings reschedule

1 market survey/flyering has been made

Flyering Cubao ✅️

Client meeting

Out of 5 client

• 2 clients/policy issued

• 1 client-waiting for Med. Result

  
  

  2. JFW - 3/4

     2 clients -policy issued

  3. Monitor recruits

     4 registered for IC exam

     1 recruit done in ROP 1 and 2/ 85% of mock test 3 recruits done in ROP 1

  4. Updated List of prospects

     5 new prospects

     4 set appointment

  5. Recruitment

     1 new recruit- Waiting for other requirements and payment.

2 out of 3 client meetings

1 policy issued from 2 client meetings

No table top

3 new leads out of 30 flyering

Recruit Steven Oriel

-done IC exam last Oct. 12

-waiting for the result of the exam

-Debriefing requirements almost done, BPI account na lang kulang

15 Client Meetings

5 Closings

10 BYB/Table Top

3 IC Examinees

3 B2B activity

3 Flyering activity

Done 6 out of 10 Client Meetings for the week.

No show up of 2 BYB Invites. Will invite them again in the next BYB Sched.

with 1 Closing last Oct.17 (already submitted outreq docs). Another closing moved to next week Oct 24 or 25).

8-10 Client Meetings for the week.

2 BYB Show up

1-2 closing this week.

1 flyering and or booth manning activity

Follow ups with leads from previous booth manning

1 JFW

At least 3 Table Tops / BYB showups for my personal recruitment.

1 JFW per day.

Monitor teammates that are not yet activated. Give more time and effort for them to close a sale.

Table top anytime for my teammates recruitment.

Follow-up clients from previous client meetings.

1-2 more client meetings for the week.

5 BYB Show ups

5 Client Meetings

3 JFWs

1 Booth Manning Activity and get 30 new leads

1 Flyering Activity and get at least 10 new leads

SALES

Client meetings (atleast 5 this week)

JFW (atleast 2 this week

Table top/BYB invites (atleast 6 this week)

Create calendar/notes for activities

5 Client Meeting

5 BYB Invites

5 Flyering Activity

3 closings/insured lives for the remaining days of Oct.

3 JFW

3 client meetings

2 table top or byb attendees

2closings-month of October

2JFW

2 CLIENT MEETINGS

1BYB ATTENDEES

Four client meetings

2 closings

4 JFW

3 BYB SHOW UPS

Only 2 clients meetings done out of 10.

No BYB Show ups.

1 closing done.

1 booth manning activity done.

done follow ups with leads. no feedback yet.

no JFW for the week.

Approach at least 10 warm prospects at 10 leads/cold market every day.

At least 1 client meetings per day

Do 1-2 closings for the week.

10 BYB approaches per day.

Follow up recruit for JFW

Done follow ups with Leads. Approached done for warm and cold prospects.

2 client meetings done.

No closing for last week

Done BYB approaches

no JFW for last week

1 booth manning activity for the week.

1 closing for the week

Approach at least 30 leads for PRUMIL flex product

15 BYB approaches daily

5 Client meetings

Client meeting - atleast 5 this week

JFW - atleast 2 this week

BYB show up/Table top - atleast 2 this week

5 Client Meeting ~ (NOT YET STARTED - moved to 2nd and 3rd week of November)

5 BYB Invites ~ (NOT YET STARTED - moved to 3rd week of November)

5 Flyering Activity ~ (NOT YET STARTED - moved to 3rd week of November)

5 Byb or Table Top

5 Client Meetings

Have at least 5 client meetings.

Conduct at least 3 BYBs/Table tops.

Have at least 2-3 JFWs.

Had 6 Client meetings and closed a sale today, Nov. 11.

Zero BYBs/Table tops. Focused on sale. Finding a hard time to prospect and approach in recruitment due to the pressure of being MDRT.

Had only 1 JFW with my teammate despite the effort of reaching out with my teammates. Most of them are having a hard time in clienting due to busy schedules at work.

JFW 6

Proposal creation 10

Presentation 6

Appointment 6

Join my recruit in his RSMP

Client meeting - atleast 5 this week

JFW - atleast 2 this week

Table top/BYB show up - atleast 2 this week

Coaching session w/ kuya gene or sir gab for sales and recruitment

I will be more committed.

I will give time & focus on activities.

Close a Sale

10 Client Meetings

5 BYB or Table Top

JFW 0/6

Proposal creation 0/10

Presentation 0/6

Appointment 0/6 - sent 131 invites for Jonathan Yabut's talk

Done booth manning / Flyering activity at Timog

Done 1 closing for the week

Approached all leads from previous Booth Manning activity.

no show up for BYBs

Catch up with recruit. Catch up meeting if possible

Sales approach / message to 10 prospects in the morning, 10 prospects during lunch and 10 in the afternoon. Total 30 per day

Follow up BYB invites

No JFW/ catch up not pushed through

Done Sales approached. Done 3 client meetings for the week

no BYB show up for the week

Seek mentor for recruitment

Approach more on recruitment