30-Day Field Training Cycle List

Transcription

1 30-Day Field Training Cycle List FIELD TRAINER: DATE COMPLETED: 1. Recruit Name: Start Date: Personal Financial Plan (CCQ Fact Finder) Prospect List Licensing Paperwork Test Date(s) Completed Training Sales Fast Track Goal: 3 Sales (Minimum 9,000 TP) & 3 Recruits in 30 days = Field Associate Level (45%) 1. Name: Target Points 2. Name: Target Points 3. Name: Target Points Direct Recruits 1. Name: Phone: 2. Name: Phone: 3. Name: Phone: Fast Track Goal: 5 Sales (Minimum 15,000 TP) & 5 Recruits in 30 days = Senior Associate Level (55%) Completed Training Sales 1. Name: Target Points: 2. Name: Target Points: 3. Name: Target Points: 4. Name: Target Points: 5. Name: Target Points: Direct Recruits 1. Name: Phone: 2. Name: Phone: 3. Name: Phone: 4. Name: Phone: 5. Name: Phone:

2 Business Plan Worksheet Why I Joined PFA Yes No 1. I like the PFA products. 2. I need the PFA products. 3. I need part time income. 4. I need a new career. 5. I want to build my own business. 6. I want to sell the products only. 7. I feel I have leadership talents. 8. I enjoy working with other people. 9. I want a career that challenges me. 10. I want to make a difference in peoples lives. My Personal Goals and Commitment to PFA How much monthly income do you desire from PFA? $ How many nights per week will you work? How many recruits do you desire monthly? Your 30 Day Field Building Cycle will Track Your Success.

3 Confidental Client Questionnaire Name: Date of Birth: SSN: Spouse Name: Date of Birth: SSN: Address: City: State: Zip: Home Phone: Work Phone Cell Phone: Day Phone Evening STEP ONE - MORTGAGE & CONSUMER DEBT DEBTS BALANCE INTEREST RATE START DATE LOAN TYPE/TERM 1st Mortgage $ 2nd Mortgage $ HELOC $ CONSUMER DEBTS BALANCE INTEREST RATE PAYOFF STRATEGY Credit Card 1 $ Credit Card 2 $ Credit Card 3 $ Credit Card 4 Other STEP TWO - LIFE, DISABILITY, SUPPLEMENTAL & LTC INSURANCE POLICY NO. COMPANY INSURED TYPE FACE AMOUNT PREMIUM CASH VALUE $ $ $ STEP THREE - RETIREMENT / SAVINGS PLAN HUSBAND EMPLOYER SPONSORED PLANS CURRENT VALUE 401(k) $ 403b $ Pension $ CURRENT EMPLOYER PLAN PAST EMPLOYER PLAN GROWTH PAST 12 MONTHS INDIVIDUAL RETIREMENT PLANS Traditional IRA ROTH IRA OTHER TOTALS CURRENT VALUE GROWTH PAST 12 MONTHS WIFE EMPLOYER CURRENT VALUE SPONSORED PLANS 401(k) $ 403b $ Pension $ INDIVIDUAL CURRENT VALUE RETIREMENT PLANS Traditional IRA ROTH IRA OTHER TOTALS CURRENT EMPLOYER PLAN PAST EMPLOYER PLAN GROWTH PAST 12 MONTHS GROWTH PAST 12 MONTHS

4 Eight Fast Track Filter Check List Name Phone Number Inviters Name FILTER 1 FILTER 2 FILTER 3 FILTER 4 FILTER 5 FILTER 6 FILTER 7 FILTER 8 Stay After FOS/MoZone Get the Start-Up Kit Commit to Fast Track Interview Complete Interview/ Sign-Up Develop Porspect List Set Goals/ Business Plan Match- Up Field Building Personal Data

5 Field Builder Match-Up Report Field Builder QFD Week of: Name FIELD BUILDER PERSONAL ACTIVITY TRAINEE NAME TOTALS NEXT WEEKS ACTIVITY GOALS DROP BYS CONTACTS PRESENTATIONS RECRUITS APPLICATIONS REFERRALS OTHER WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD Field Builder updates and turns into QFD weekly. The Field Builder is responsible for driving activity. 1 = Eight Speed Filter Check List. 2 = Field Builder Match-Up Report. 3 = 30 Day Field Training Cycle List.

6 FOS Attendance Log Location: Date: Name Phone Number Who Invited you? First Meeting Yes / No Upline Follow-Up Interview (QFD will set the date)

7 FOS Meeting Survey Date: Name: Home Number: Cell/Work Number: Address: Address: City: State: Zip: Who Invited You? I am interested in: A. The Business I want to discuss the Premier Financial Alliance business opportunity. I am ready to get started now. I am ready to set up a one-on-one to discuss the business. I am available between am/pm to am/pm B. The Concept and Products I am interested in having one of your representative call me to set up a one-on-one to discuss a no obligation, free analysis on: My current life insurance policy and whether or not it has the most up to date living benefits. Learning more about retirement products that are tax-free and provide lifetime income. Retirement vehicles that do not risk my principal but allow me to gain. Educational funding for my children. Life insurance you do not have to die to use. Best time to call is between am/pm to am/pm Referrals Are Appreciated If you know of a friend that would benefit from receiving this financial information, please write down his/her name and phone number and we will be delighted to invite them to a FREE financial seminar just like this one. We consider it a privilege to be able to offer families financial education to help them to reach their financial goals. Unfortunately, our marketing systems do not reach everyone; your recommendation could assure a secure retirement for a deserving individual. Thank you for thinking of someone else in this special way. Please PRINT. 1. Name Phone ( ) 2. Name Phone ( ) 3. Name Phone ( ) 4. Name Phone ( ) 5. Name Phone ( ) Comments:

8 Memory Jogger 1. Jaycees 2. Play Bridge 3. Play Bingo 4. Table Tennis 5. Pool 6. Trivia Pursuit 7. Monopoly 8. Rides With 9. Jogs 10. Runs Track 11. Basketball 12. Plays With Kids 13. Climbs Mountains 14. Hang Glides 15. Karate 16. Your Principal 17. Your Teacher 18. Your Coach 19. Kid s Principal 20. Kid s Teacher 21. Kid s Coach 22. Music Teacher 23. Piano Teacher 24. Hates to Lose 25. Loves to Compete 26. Lamaze Class 27. Kiwanis 28. Lions Club 29. Rotary 30. Good Cook 31. Friend s Parents 32. Lawyer 33. Highway Depart. 34. Professor 35. Sunday School Teacher 36. Child s Sunday School Teacher 37. Chamber of Commerce 38. Hotel Business 39. Printer 40. Surveyor 41. Radio Announcer 42. Sportscaster 43. Writer 44. Journalist 45. Editor 46. Publisher 47. Tanning Salon 48. Arcade 49. Baker 50. Librarian 51. Accountant 52. Machine Shop 53. Paints Billboards 54. Pilot 55. Stewardess 56. Steward 57. Air Traffic Control 58. Ambulance Driver 59. Travel Agent 60. Antique Dealer 61. Armored Car 62. Telephone Operator 63. Piano Tuner 64. Service Station 65. Sign Painter 66. Who You Camp With 67. Locksmith 68. Upholsterer 69. Veterinarian 70. Notary Public 71. Orthodontist 72. Dance Teacher 73. Loves Seafood 74. Wears Contacts 75. Computer Repairs 76. Computer Sales 77. Cabinet Maker 78. Bookkeeper 79. Architect 80. Best Fund Raiser 81. Tree Surgeon 82. Railroad Conductor 83. Game Warden 84. Cab Driver 85. Bus Driver 86. Cat Lover 87. Dog Lover 88. Animal Trainer 89. Doll Maker 90. Direct Sales 91. Social Worker 92. Makes Good Fudge 93. Health Food Shop 94. Seamstress 95. Bookworm 96. Likes to Sing 97. Likes to Eat 98. Lawn Maint. 99. Cellular Phone 100. Rotisserie League 101. Satellite TV 102. Internet 103. Computer Whiz List 105. Voic List 106. On-Line Service 107. Laptop Comp Software 109. Computer Games 110. Desktop Publishers 111. Travel Agent 112. Trainer 113. Works Out With 114. Gym Members 115. Club Members 116. Car Sales 117. Body Repair 118. Gas Station 119. Teacher 120. Substitute Teacher 121. Banker 122. Teller 123. Policeman 124. Highway Patrol 125. Home Builder 126. Painter 127. Parking Attendant 128. Insulator 129. Landscaper 130. Wallpaper Hanger 131. Carpet Layer 132. Hospital Worker 133. Department Store 134. Grocery Store 135. Convenience Store 136. Waitress 137. Waiter 138. Chef 139. Cashier 140. Dishwasher 141. Auto Supply 142. Electrician 143. Hardware Store 144. Truck Driver 145. Pharmacist 146. Funeral Director 147. Flower Shop 148. Health Spa 149. Restaurant Business 150. Dry Cleaner 151. Electronics Store 152. TV Repair 153. Furniture Repair 154. Movie Rental 155. Appliance Person 156. Cable TV 157. Eye Center 158. Tire Store 159. Realtor 160. Office Supplies 161. Copier Salesman 162. Vacuum Cleaner 163. Phone Installer 164. Pest Control 165. Cosmetic Sales 166. Carpet Cleaners 167. Golf Pro 168. Appliance Repairperson 169. Bowl With 170. Hunt With 171. Golf With 172. Fish With 173. Tennis With 174. Ski With 175. Throw Darts With 176. Softball With 177. Baseball With 235. Boss 178. Football With 179. Soccer With 180. Racquetball With 181. Handball With 182. Swim With 183. Fire Chief 184. Fireman 185. Vol. Firefighter 186. Scout Master 187. Den Leader 188. Barber 189. Beautician 190. Auctioneer 191. Sells Siding 192. Family Pictures 193. Photographer 194. Guidance Counselor 195. Youth Director 196. Sister-in-law 197. Brother-in-law 198. Father-in-law 199. Mother-on-law 200. Brother 201. Sister 202. Father 203. Mother 204. Cousin 205. Aunt 206. Uncle 207. Grandfather 208. Grandmother 209. Niece 210. Nephew 211. Best Friend 212. Spouse s Best Friend 213. Farmer 214. Army 215. Navy 216. Air Force 217. Marines 218. Baby-Sitter 219. Sister s In-Laws 220. Neighbor on Right 221. Neighbor on Left 222. Across Street 223. Behind 224. Down Street 225. Parent s Right 226. Parent s Left 227. Best Man 228. Maid of Honor 229. Matron of Honor 230. Bridesmaids 231. Ushers 232. Fellow Church Members 233. Plumber 234. Work With 236. Partner 237. Elevator Person 238. Landlord 239. Security Guard 240. Vending Sales 241. Secretary 242. Typing Pool 243. Caterer 244. Customer 245. Parking Attendant 246. Coffee Shop 247. Car Pool 248. Personal Manager 249. Sales People 250. Boss s Lunch 251. Lunch With 252. Competition 253. Repair Person 254. Copier Person 255. Union 256. Complainer 257. Inspector 258. Credit Union 259. Pension Plan 260. Fired-Up Male 261. Fired-Up Female 262. Delivery Person 263. Express Mail 264. U.P.S Mailman 266. Lost Job 267. Almost Lost Job 268. Will be Laid off Next 269. Has Been Laid Off 270. Job Hunting Male 271. Job Hunting Female 272. Hates Job 273. Missed Last Promotion 274. Walking Encyclopedia 275. Most Likable 276. Needs Part-Time Job 277. Engineer 278. New Employee 279. Operator 280. Payroll 281. Contractor 282. Movers/Shakers 283. Guard 284. Preacher 285. Nurse 286. Dentist 287. Doctor 288. Surgeon 289. Chiropractor 290. Therapist 291. Carpenter 292. Auto Mechanic

9 Possibility Projections for Invitees Financial Opportunity Seminar Leader/Associate: Location: Date: Name Invitee s Name Phone Number New or Active Upline Committed to Attend

10 Qualified Referral Sheet Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes Name Age Address City State Zip Homeowner Phone Number Married Spouse No. of Children Appointment Date Time Notes

11 Dear, Every now and then an idea comes along that can really help us. But, in our daily rush to get things done we sometimes ignore it. As Americans, we are concerned about our family s financial future, and we are looking for ideas that make sense and will allow us to make more money. Recently, I met someone with answers,, with PFA. He/She showed me a powerful, new business concept that has become important to me financially, especially in these uncertain times. It s a commonsense plan that most people don t even know exist. I have asked that they call you. Naturally, you will have to make up your own mind, but I am confident that a meeting will be more than worth the time you spend. Sincerely, P.S. I know you re busy, but I promise you ll want to learn more about this. Revolutionary Opportunities for Financial Freedom Premier Financial Allinace, Inc. is an independend marketing organization and is not affiliated with any product that may be represented by its agents.

12 Top 25 Target Market List Associate Upline Date Name Spoucses Name F/A 1 Home Phone Work Phone Profile (2) Contact Date Results FOS CCO Client V/N (1) F = Friend A = Acquaintance (2) 1 = 30+ Years 5 = Solid business / Career Bkground 2 = Married 6 = $40k + Household Income 3 = Dependent Children 7 = Dissatisfied with Current Career 4 = Homeowner

13 Weekly Base Shop Submission Tracker NAME MONTHLY PRODUCTION COMMITMENTS Month of: WEEKLY PRODUCTION COMMITMENTS MONTHLY RECRUIT COMMITMENTS WEEKLY RECRUIT COMMITMENTS WEEK 1 WEEK 2 WEEK 3 WEEK 4 WEEK 5 WEEK MTD WEEK MTD WEEK MTD WEEK MTD WEEK MTD Monthly Commitment = total amount of target premium to be done by all recruits in your Base Shop. Weekly Run Rate = monthly commitment divided by number of weeks in month. All recruits must hit their Weekly Run Rate by Sunday night each week. Meeting each Weekly Run Rate insures reaching your monthly commitment. Each Base Shop Leader must hold each recruit accountable to their weekly run rate.