Business Plan Your Name First Last Your Email: Agent's Name: First Last Agent's Email: Comp Plan Understanding1. Based on your compensation plan, what should you focus on to make the most money next year?2. Specifically, what new activities are you going to pursue to maximize your Financial Services opportunity?Find the Customer3. What is your contact plan and methodology for upselling your existing base and finding new prospects?Take care of the Customer4. Define what you feel is a great level of Customer Service from a SF Account Manager?5. What will you do next year to exceed your customer’s expectations?Get Better Next Year!6. What are your Personal Goals for next year?7. What are your Professional Goals for next year?8. What do you want to be known for in our agency?Show me the numbers!What is your monthly bonus goal?How many IFRs do you want to complete on a weekly basis?How many outbound calls do you want to complete on a daily basis?How many quote sheets do you want to complete on a daily basis?How many call lists do you want to work on a monthly basis?How many call nights do you want to participate in on a monthly basis?How many apartments do you want to visit on a monthly basis?How many businesses do you want to visit on a monthly basis?How many internet leads do you want to receive on a daily basis?How many greeting cards do you want to send out on a daily basis?What are your sales goals?Monthly Goal - Raw New Auto:Monthly Goal - Raw New Fire:Monthly Goal - Life Apps:Monthly Goal - Life Premium:Monthly Goal - Health Apps:Monthly Goal - Health Premium:Monthly Goal - Vehicle Loan Apps:Monthly Goal - Vehicle Loans Booked:Monthly Goal - All other bank:What else should we know about your plan for next year?EmailThis field is for validation purposes and should be left unchanged.
