Al Granum
Description
The Productivity Planner is the ideal way to build your client base and reach your production goals through the tracking of daily contacts, appointmen
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ts, presentations, and results. This proven tool will enhance the quantity and quality of your clientele while improving your effectiveness with prospecting and promotion.
Your annual planner will help you with:
Annual goal setting process - create a time-tested plan proven to deliver results.
Monthly planning process -month-at-a-glance format ensures you stay on track with required weekly and daily activities.
Weekly client-building activities - focus on the activities that will make a difference in growing your client base, and your production levels.
Production records - effortlessly chart results and monitor progress toward meeting monthly and annual goals.
Monthly "Success Manual" spreadsheets - a convenient way to record and track your qualified suspects, closing interviews, business submitted to your carriers, and cases opened.
Daily and Monthly Business Expenses pages - keep expense records organized and readily available for expense reports or tax purposes.
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