2022 Coaching Workbook

2022 COACHING WORKBOOK

marketing must haves Have you currently completed these marketing must-haves? Recent Head Shot CRM Selection Biography Website Client Welcome Packet Client Appreciation Strategy Social Media Target Market Identification Where do your leads come from? Rate your client engagement skills: Introductions ______% (On a scale of 1-5; 5 being the best) ______ Direct Mail ______% ______ Email Marketing ______% Connecting with People ______ Physical Marketing ______% Fact Finding/Exploring ______ Target Market ______% Solution/Case Design ______ Lead Program ______% Presenting Suggestions ______ Annual Reviews ______% Implementation of Plan Cold Calls ______% Servicing Clients Seminar Marketing ______% Community Involvement ______% Strategies I can execute on to improve the following areas: Organizing Priorities Client Service Model Client Acquisition Marketing Approach Professional Development Working with COI’s

strengths & weaknesses SWOT: STRENGTHS WEAKNESSES OPPORTUNITIES THREATS Internal Strengths Internal Weaknesses 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. External Strengths External Weaknesses 1. 1. 2. 2. 3. 3. 4. 4. 5. 5. SWOT Analysis Summary

quarterly goals What would you like to accomplish this quarter? BE SMART: SPECIFIC, MEASURABLE, ATTAINABLE, REALISTIC + TIMED 1. 2. 3 4. 5.

top twenty Name the top 20 relationships that will generate the most revenue after the next 90 days. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.

three year goals What would you like to accomplish this quarter? BE SMART: SPECIFIC, MEASURABLE, ATTAINABLE, REALISTIC + TIMED 1. 2. 3 4. 5.

dream team Have you built your ideal team? Fill in the blanks below. If you don’t have a name for a slot, highlight and create a list of possible team members to interview. Be sure to include Name, Phone and Email for each contact. P&C Specialist Small Business Support Market Specialist Investment Specialist Life Insurance Specialist Group Benefits LTC Specialist DI Specialist Annuities Specialist

prospects referrals & leads Have you built your ideal team? Fill in the blanks below. If you don’t have a name for a slot, highlight and create a list of possible team members to interview. Be sure to include Name, Phone and Email for each contact. Prospects Goal: $ ________ Prospects Goal: $ ________ Name Est Opportunity $ Name Est Opportunity $ Value of Estimated Opportunities: $ ________ Value of Estimated Opportunities: $ ________ Suspects Goal: $ ________ Referral/Leads Goal: $ ________ Name Est Opportunity $ Name Est Opportunity $ Value of Estimated Opportunities: $ ________ Value of Estimated Opportunities: $ ________