orientation
business tools Click Logos to access
1. Set up your virtual business card
Hi Hello App will help. Click the logo above
Send a virtual business card to all of your potential clients when you set an appointment.
2. Download the Telegram App
Iphone find app in app store android users google play
Keep up with team informationVarious info Dial in info for team calls and links for zoom Meetings reminders, production numbers and more! once you have the app ask your mentor to give you access to the group.
3. create a google account and get google calendar
Click the logo above to create account
use the tutorial to learn how to use google calendar and so we can invite our prospects to zoom meetings from our calendar and have a more efficient use of our time
4.Get a free zoom account
Zoom Video Conference Platform Account, Set up tutorial and workshop
5.Get a free calendly account set up links
Click the link below to create account
calendly is a tool that will allow you to integrate your zoom account and google account to create links to send to clients so they can confirm on your calendar and create zoom links quickly
calendly appointment setting tool test
preparing to set appointments
- have your leads printed off and ready
- use your client qualification form to document your clients case
- weekly activity report printed to track activity
- organize your weekly schedule on planner or electronically
2. dialing times 5. check in daily with mentor
3. appointment times 6. family/Personal time
7. recruiting/business building
organizational documents
1. Client Qualification Form
Click button to print
The form we use during the appointment setting call to take notes on our on the clients case. This is a fillable form so you can download and fill out as you book the appointment or print and work with hardcopy
2. ACTIVITY REPORT
Click button to print
We use this form to track our weekly activity and report Dials, Contacts and Appointments or “D.C.A.’s” are tracked for each dial session
Sure LC
Click logo For Access
This Video will give instructions through the important steps of creating a profile with Sure LC and requesting Carrier appointments
the symmetry system - pathway to sucess
1. Four Cornerstones
our Business blueprint
An easy to follow blueprint to 100% success begins with the four cornerstones.
2. Four Keys to a successful week.
find weekly success with the keys
consistency is the key to ongoing success, review these business essentials
core values
Relationships matter, people come first
Relentless pursuit of personal growth
Open, honest, and productive communication
We do the right thing even when no one is looking
We work as a true team and strive to be a positive influence
We act like owners because we own it
Being of service and doing good in the world
We have fun and we get stuff done
Compensation
getting paid
Commission Raise Guidelines
Lets get you to the next comp level
The Traditional Way
The Slingshot Way
Lets get you to the promotion level
SNA - Then Team Leader We Hire Within!
Your Next Step is Summit
when you receive your HQ.Quility Login Click the Mountain and Begin Summit
Orientation Quiz
before you move on let’s see how well you know the basics. this is an open book quiz, you will only be able to take this quiz one time so shoot for 100%. be sure to make a note of your score for the form below this way you can be admitted to the next phase training. This is a one shot only chace to take the quiz
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