THE MATH, BACKWARDS
Jobs the goal requires—
Appointments those jobs require—
Conversations those appointments require—
Dials the whole 90 days requires—
WHAT THAT IS PER WEEK
Dials per week—
DIALS PER PROSPECTING DAY—
Hours a week that takes—
Dials your hours can carry—
Dials per week you are short—
DOES THE PLAN FIT?—
WHERE YOU ACTUALLY ARE
Weeks of the plan that have started—
Dials logged so far—
Dials the plan asked for by now—
DIALS AHEAD / BEHIND—
Appointments set so far—
Appointments the plan asked for—
APPOINTMENTS AHEAD / BEHIND—
MONEY, PACE AND WHAT IS DUE
Value of bids submitted—
Work booked so far—
Share of the 90-day goal booked—
Where this pace lands you—
Weeks marked Behind—
Next revisit falls due on—
Week By Week
One row per week. Set the plan on Monday, type the actuals on Friday.
| Week starting | Wk | Who you work this week | Dials planned | Dials done | Drop-bys planned | Drop-bys done | Appts target | Appts set | Bids submitted | Work booked | Dial gap | Appt gap | Pace | Revisit these doors on | What happened | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | — | — | — | — | |||||||||||
| 2 | — | — | — | — | — | |||||||||||
| 3 | — | — | — | — | — | |||||||||||
| 4 | — | — | — | — | — | |||||||||||
| 5 | — | — | — | — | — | |||||||||||
| 6 | — | — | — | — | — | |||||||||||
| 7 | — | — | — | — | — | |||||||||||
| 8 | — | — | — | — | — | |||||||||||
| 9 | — | — | — | — | — | |||||||||||
| 10 | — | — | — | — | — | |||||||||||
| 11 | — | — | — | — | — | |||||||||||
| 12 | — | — | — | — | — | |||||||||||
| 13 | — | — | — | — | — | |||||||||||
| 14 | — | — | — | — | — | |||||||||||
| 15 | — | — | — | — | — | |||||||||||
| 16 | — | — | — | — | — |