Week 6
Let's
Grow!
Monday
Have you entered your stats on the stats site? If so, let's get started!
CRM Learning Pathways
By now you've likely heard the CRM mentioned on calls and maybe even been introduced to it by your trainer. The home office has put together a comprehensive learning pathway for you to be able to fully grasp everything the CRM can do for you. We are going to cover a few modules at a time this week and next!
​
Start with these 3 modules walking you through setting yourself up well.
Nothing to submit for this tonight!
Plan & Prepare
Regardless of if you're proficient in the CRM or not, your 2/3 day is still the only thing that you should be worried about in the field! & a well planned out day helps that happen! As you fill out your Nightly Goal Sheet Be sure to list out all of the businesses you plan to go to tomorrow in the order you plan to go to them.
Once you're done, send a picture of your Nightly Goal Sheet to your trainer in your support channel on voxer!
Tuesday
Are your stats entered on the stats site? Do that now if not!
How to be Elite
Chandler Fredericksen came to Family Heritage and within a year and a half he had broken many records, become a Market Director, & hit every incentive trip available to him.
Grab something to take notes, you'll need it, and learn from Chandler about what it takes to be ELITE.
Be sure to complete your Nightly Goal Sheet and get prepared for tomorrow. Share a photo of that in your Voxer channel along with your takeaways from Chandler's teaching.
Wednesday
CRM Learning Pathways
On Monday we covered how to get logged in to the CRM system and how to navigate it. Today we are going to cover an in depth overview of how to navigate the SalesForce dashboard.
While this may be more than what you need right now, this is helpful knowledge that we can build upon over the next few weeks.
Grab your iPad and follow along with these videos as you learn how to navigate the CRM system. You may also want something to take notes with as you'll need to reference back to this knowledge in the future!
*if you are prompted to log in you will use the same credentials as you do for the Mobile App*
Don't worry, we'll circle back to pathway #4 later in the week, we didn't forget about it!
Leave any questions you have in your Voxer support channel!
Plan & Prepare
As always, we want to make sure that we are setting ourselves up for success - Grab your Nightly Goal Sheet & plan out tomorrow. Set yourself some goals and a focus, decide what businesses you will go to, and think through the why behind your career with Family Heritage.
Once you're done, snap a pic of that Nightly Goal Sheet and submit it in your support channel on Voxer!
Make sure you've entered your stats on the stats site!
Thursday
Get those stats entered on the stats site!
Bring it Back to Center
When's the last time you watched the full demo, top to bottom, with a fresh set of eyes? I know this was engrained in to your brain when you were in Sales Academy and you probably heard Amber's voice in your sleep, but for most it's been a while since you've revisited the full demo video. Give this a watch and let yourself be refreshed!
I hope that was a good memory jogger for you! Have you recorded one of your own demos in the field yet? If not, now's the time!! Ask your trainer how to record a demo in the field & if they'll listen to your demo and give you some feedback!
When you're done listening, grab your Nightly Goal Sheet and set yourself up for tomorrow. Then snap a picture of that to share with your training team in your support channel on Voxer!
Friday
How are your 2/3 days coming along?!
Hung By The Tongue
Self Talk is a tool you've likely heard of by now. & if not, allow me to introduce you to one of the biggest game changers in your life.
What we say to ourselves shapes so much more than just our thoughts. Jordan Capt is going to talk to you about the power of Self Talk & whether you've heard of this topic before or it's brand new I think you will gain a lot from him!
Grab your Continual Ed Form & enjoy!
Before you hop off for the night, send your training team a Voxer of your takeaways from this audio.
Oh, and be sure you have your stats up on the stats site!
Weekend
Take some time to rest and recharge this weekend!
​
Do something is going to fill your cup so when Monday comes you are working from an overflow.