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Weekly Activity Planner – Advisory Selling Tools
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Game Generation Tool 3

Weekly Activity Planner

This tool gives you a chance to know exactly what is getting done and what is not.

 

Why Use This Tool?

Agents grapple with knowing the difference between their perceptions of reality and the facts. 

This tool makes it possible for agents to develop the discipline required to foster consistent deal generation. Regardless of how well they develop their skills, there is no way of It truly developing those skills without a sufficient number of at bats. The Weekly Activity Planner gives you a set of gauges you can use to tell the difference between what you think is true and what is. 

What makes this tool exciting is that you always know the facts regarding what level of activity you are sustaining. It is so easy to get pulled into working on challenging or larger deals or a lot of deals in the works. When that happens, it is very difficult to know whether or hot you are taking the actions necessary to generate future business once today’s business is done.

This tool will change the game for you because it will teach you how to how to be honest with your biggest and toughest client which is yourself. If you are fooling yourself there is no way to generate sustainable growth and a viable future in selling. This tool takes the fool out of anyone who uses it and makes sustainable activity a consistent reality.

 

How This Tool Works?

With this tool, your ability to achieve or exceed your objectives is significantly assured for the long term.

Depending on your industry this tool will give you the means to get free from the inevitable uncertainty that comes with selling. The level of certainty you create for yourself is what will shape your client interactions. The deals you already have in the works will get done with more certainty if you know you are generating a future beyond them.

All too often agents will become obsessed with the deals in hand but this is like squeezing sand. They just slip through your fingers and when you have failed to generate future business you will have nothing to show for your efforts. When an agent is generating, something magical happens to all of the deals being worked on. They close faster and easier every time.

When we want to push deals through the pipeline we need to put more in the pipe. Likewise, if we were to take our foot off of the gas in our car it would slow down and then we would have to use extra fuel just to get back up to speed. This pattern of rev up and slow down becomes exhausting and undermine an agent’s ability to manage themselves and their clients.

 

What This Tool Contains?

There are four phases of the planning and tracking process you will take on:

My Success Formula: The first task you take on is to create a model weekly activity formula that will be a guide post that will be a reminder of the optimal as you deal with your business generation realities each week.

Conversion Ratios: Each component of your business generation process is marked out by a conversion ratio from one to the next so you are not just focused on the volume of activity but convertibility from one step to the next.

Weekly Planning: This tool gives you a chance to create an activity plan one week at a time. This gives you an ability to build your strength and challenge yourself to systematically improve week after week.

Weekly Finalization: Once a week has been completed there is a mechanism for finalizing that week. This way you can track your progress and in so doing see ways for progressively improving your skills.

 

Free Consultation

 

If you have further questions about these tools and how they can help you just contact us and we will schedule a free consultation. In this conversation, we will explore where you are currently in your selling game and where you would like to be in the future. We will then explore how using these tools could make all the difference in making leap forward. Use the Email Link at the top of the page or:

Click the link below to start your Free Trial!

 

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