Here’s the Tracking

Tracking Success:A critical component of achieving/exceeding Sales Goals is the tracking of activity levels.

And now for the good news:

Clients need to track only three numbers per month:
• the actual new accounts in the proposal stage
• the estimated new revenue that those accounts represent
• the number of prospect appointments

Click any of the following links to download a Sample Sales Process Trackingmasters:

1. Insurance Company GWP Trackingmasters

2. Insurance Company Multiple Product Trackingmasters

3. Insurance Company Multiple Agents Brokers Trackingmasters

4. Insurance Producer Trackingmasters – W2 Version

5. Sales Professional Trackingmasters

Why not contact us for further expansion of this concept and help in designing your own map and Tracking mechanisms?

(917) 860-1406 (Mobile – We never close!)


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