Brianna
Brianna's main goal for saving
What is saving for a wedding?
Brianna's fiance
Who is Paul?
The job field Brianna works in
What is advertising or marketing?
The "engine" of NM technology
What is CRM or Client Relationship Management?
The minimum amount of points per day to achieve success
What is 5?
The degree Brianna is attempting to earn
What is her MBA?
Brianna's sibling; attorney
Who is Frank?
$9,000
What is the amount in Brianna's 401k?
A prospect who purchases a product
Who is a Client?
This section is used to summarize the results of a phone call
What is Notes?
January 1st
What is Brianna's birthday?
A banker; thinking about retirement
Who is Dorothy, Brianna's mother?
$200/month
What is Brianna's CC payment?
This is the section in CRM where you can review your weekly activity
What is Insights?
This call outcome type is selected when you speak to a contact, but no appointment is made
What is a Reach?
Purchasing a new car (in years)
What is in 2 years?
The consultant; sibling
Who is Michelle?
8%
What is Brianna's student loan interest rate?
The art of asking for referrals
What is Prospecting?
The act of gathering detailed information during an interview/appointment
What is fact finding?
Brianna's secondary financial goal
What is getting out of debt?
Paul's (Brianna's father) profession
What is owning a dental practice?
$54,000
What is Brianna's salary?
This section of CRM is where you can post/track your calls and appointments
What is Posting+?
NMC Mobile's main screen
What is My Day?