12-Week Program
Ratios
Activity
100

How many Factfinders do we need to keep to hit our weekly incentive?

3

100

Dials to reach (%)

25%

100

How many QS should we obtain each week?

10 QS
200

What are the 7 steps of the sales cycle?

Prospecting

Phoning

Approach

Factfinding

Preparation

Closing

Follow Up & Follow Through

200

Reach to Set (%)

50%

200

How many meetings should we aim to set each day?

5

300

When should we have a total of 3 NCs by?

Week 12


300

FF to CO (%)

80%

300

10:3:1

10 QS lead to 3 FF to 1 NC

400

When should we have 1 NC by?

Week 11

400

Based on granum, how many FFs will come from 100 QS?

30

400

How many dials do we aim to complete in one day?

40

500

What are the 7 Key Facts needed for a Factfinder?

First Name

Last Name

Birthday

State

Assets

Liabilities

Income

500

What are the Joint Work splits?

50 / 50

500
If you do 3 FFs per week, how many case opens should you have after 3 weeks?

80% FFs turn to CO, so with a total of 9 FFs, about 7 CO

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