FAST START - CHECK LIST - Editable
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NEW REP - FAST START BUSINESS PLAN - CHECK LIST NEW REP NAME: ______________________________________________________ SOL#: ____________ TRAINER NAME/SOL #: ________________________________________________ DATE: ____________ *** WHEN COMPLETE, SUBMIT TO RVP - EMAIL COPY TO [email protected]*** Step 1: Develop Your T.E.A.M. Relationship -- 20 min. q Watch Coach Walker’s Welcome Message on Sprint to District on new recruit’s Primerica App. q How much $ do you want to make with us per month? _______________________________ q Why do you want to make that amount? __________________________________________________ q On a scale of 1-10 how motivated are you to make $$$? (1=not at all 10=highest) __________________ q On a scale of 1-10 how credible are you? (1= nobody likes you 10=highest) ______________________ q On a scale of 1-10 how coachable are you? (1=not at all 10=highest) ____________________________ q On a scale of 1-10 how competitive are you? (1=not at all 10=highest) ____________________________ q I’m accountable to my SNSD, Lawrence Walker, for your success. His goal is to develop and promote 10 new RVP offices this year! After you get through your field training appts and get licensed, you’ll be coached by him as well. My next promotion goal is ________________, so your success is my success! q In this training relationship, I am the senior and you are the junior, I have the licenses and the training to get you set up in the next 90 days to achieve your income goals. Are you ok with that? ___________ Step 2: Develop New Rep’s Business Building Income Plan -- 10 min. q Read through the UNLIMITED Training Bonus! (Each 1 x 1,000 = $200 | Ex:10x10=$2,000). Expires 90 days from IBA date. How much bonus money do you want to bank? _____________ q Show recruit how to track their bonus money on their PRI app. Sprint to District – My Activity q Explain how we build override “passive” income. Show Art Williams’ Power of 3 part-time opportunity. q Explain how we build through referrals + why we want to talk to the people that YOU care about most – you can’t pick who will be ready to “Earn & Learn” – so be prepared, not disappointed - they may or may not be the “one” for our program but they could refer us to the ones! Step 3: Develop a Training / “Wedding” List of local people -- 30 min. q Put the names and contact #’s of people who come to New Rep’s mind on “Top 25” sheet(s) q Who would be the best man? + Who would be in the groom’s party? q Who would be the maid of honor? + Who would be in the bridal party? q Who are the family members seated in the 1 st rows? q Do you like gifts? Search phone contacts A–Z for local people with young kids + go getters to refer q Qualify everyone on their list – 1-5pts + note their relationship + current occupation of person referred q TOTAL # OF REFERRALS: __________ How many 3-5pts: __________ How many 1-2pts: ________ Step 4: Set Training Appointments -- 30 min. q Explain the importance of meeting their TOP 10 in the first 2 weeks + UNLIMITED Training Bonus! (Each 1 x 1,000 = $200 | Ex:10x10=$2,000) q Use the new recruit’s 1 st weekly action plan to call and set appointments with each of their TOP 10. • Remember! If any of the TOP 10 don’t answer, leave a strong voice message together q Total # of appointments set: _________ List all scheduled appointments on 1 st weekly action plan. Step 5: Schedule Follow-Ups q Register for PFSU – give at least 2 weeks to meet TOP 10 - Start date: _______ Finish: _______ **Recruit must complete PFSU within 60 days of IBA date to receive training bonus! ** q Schedule Rep to attend their Orientation “Go Class” with SNSD on insert date/time → __________ q Set follow up to do his/her Personal FNA (with Spouse if married) on insert date/time → _________ q TRAINER RESPONSIBILITY: E-mail State Application to [email protected] on insert date → ______ **Must be emailed within 7 days of the recruit’s IBA date**
Transcript of FAST START - CHECK LIST - Editable
NEW REP - FAST START BUSINESS PLAN - CHECK LIST NEW REP NAME: ______________________________________________________ SOL#: ____________ TRAINER NAME/SOL #: ________________________________________________ DATE: ____________
*** WHEN COMPLETE, SUBMIT TO RVP - EMAIL COPY TO [email protected]***
Step 1: Develop Your T.E.A.M. Relationship -- 20 min. q Watch Coach Walker’s Welcome Message on Sprint to District on new recruit’s Primerica App. q How much $ do you want to make with us per month? _______________________________ q Why do you want to make that amount? __________________________________________________ q On a scale of 1-10 how motivated are you to make $$$? (1=not at all 10=highest) __________________ q On a scale of 1-10 how credible are you? (1= nobody likes you 10=highest) ______________________ q On a scale of 1-10 how coachable are you? (1=not at all 10=highest) ____________________________ q On a scale of 1-10 how competitive are you? (1=not at all 10=highest) ____________________________ q I’m accountable to my SNSD, Lawrence Walker, for your success. His goal is to develop and promote 10
new RVP offices this year! After you get through your field training appts and get licensed, you’ll be coached by him as well. My next promotion goal is ________________, so your success is my success!
q In this training relationship, I am the senior and you are the junior, I have the licenses and the training to get you set up in the next 90 days to achieve your income goals. Are you ok with that? ___________
Step 2: Develop New Rep’s Business Building Income Plan -- 10 min.
q Read through the UNLIMITED Training Bonus! (Each 1 x 1,000 = $200 | Ex:10x10=$2,000). Expires 90 days from IBA date. How much bonus money do you want to bank? _____________
q Show recruit how to track their bonus money on their PRI app. Sprint to District – My Activity q Explain how we build override “passive” income. Show Art Williams’ Power of 3 part-time opportunity. q Explain how we build through referrals + why we want to talk to the people that YOU care about most –
you can’t pick who will be ready to “Earn & Learn” – so be prepared, not disappointed - they may or may not be the “one” for our program but they could refer us to the ones!
Step 3: Develop a Training / “Wedding” List of local people -- 30 min. q Put the names and contact #’s of people who come to New Rep’s mind on “Top 25” sheet(s)
q Who would be the best man? + Who would be in the groom’s party? q Who would be the maid of honor? + Who would be in the bridal party? q Who are the family members seated in the 1st rows? q Do you like gifts? Search phone contacts A–Z for local people with young kids + go getters to refer
q Qualify everyone on their list – 1-5pts + note their relationship + current occupation of person referred q TOTAL # OF REFERRALS: __________ How many 3-5pts: __________ How many 1-2pts: ________
Step 4: Set Training Appointments -- 30 min. q Explain the importance of meeting their TOP 10 in the first 2 weeks + UNLIMITED Training Bonus!
(Each 1 x 1,000 = $200 | Ex:10x10=$2,000) q Use the new recruit’s 1st weekly action plan to call and set appointments with each of their TOP 10.
• Remember! If any of the TOP 10 don’t answer, leave a strong voice message together q Total # of appointments set: _________ List all scheduled appointments on 1st weekly action plan.
Step 5: Schedule Follow-Ups q Register for PFSU – give at least 2 weeks to meet TOP 10 - Start date: _______ Finish: _______
**Recruit must complete PFSU within 60 days of IBA date to receive training bonus! ** q Schedule Rep to attend their Orientation “Go Class” with SNSD on insert date/time → __________ q Set follow up to do his/her Personal FNA (with Spouse if married) on insert date/time → _________ q TRAINER RESPONSIBILITY: E-mail State Application to [email protected] on insert date → ______
**Must be emailed within 7 days of the recruit’s IBA date**
The Field Training Bonus
*The qualification period is 90 days in the US. To remain at the $200 per 1 recruit x $1000 amount, you must complete pre-licensing in your first 60 days. If you do not, the banked amount reduces to $100 per 1 recruit and $1000.
*The banked amount is paid out when your life license is issued within 90 days of your IBA date
