Your Priorities, Tasks & Daily Checklist

Below you will find the stuff necessary to know for your job and how to measure your performance.

KPI’s (How We Measure Your success!)

1) Book 4 Qualified Evals Per Day. When averaged out, ideally it will be 2/day/city. Example 2 in Memphis and 2 in Nashville.

2) Call 10-12 prospects per hour when you’re making calls

3) Get an average of a 45/50 on your call recording scorecards

4) Other Numbers:

-Book 40%+ of the total leads that come in

-Book more than 10% of the total calls you make/take

-Sales appt cancel rate is less than 20%

1) Answer live, incoming calls. People hang up after about 3-4 rings and then they are GONE! In other words, DON’T MISS CALLS!

2) Call the Voicemails/Missed Calls — AND put them in the DB! - Follow the admin for incoming call on the Systems for Calls page.

3) Call The C0’s - New leads who haven’t called yet - Call within 5-15 minutes of filling out a form.

4) Call C1-C5’s - All other outbound calls on your list for the day

5) Misc tasks and any remaining deal admin (Slack, AC notes, Send links, etc)

1) Make Calls In Order Of The Priority List

2) Check Texts & get back to people who texted in

3) Update Your Spreadsheet

4) Admin for any calls that booked are pending or didn’t, texts that booked or didn’t, cancelled evals, no call no show evals, etc.!!!

5) Misc. Tasks Assigned