WEEK FIVE TRAINING
TRANSPARENT FINANCIAL
WK 5 - MONDAY
​Listen to morning call @ 8 am CST (848) 222-2470​
Listen to:
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Back to basics filled out
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Mail out Client Thank You Card
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Nightly Goal Sheet (Daily training tool)
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Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
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Plan Start / Stop time on Legacy Stat Site for the next week
WK 5 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
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Listen to
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-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
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Fill out Back to the Basics
-Pick two goal areas for the week
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Send out Client Text
WK 5 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
WK 5 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
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Listen to
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​ -Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
WK 5 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
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Listen to
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-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
WK 5 - SATURDAY / SUNDAY
Listen to The Elevator's Podcast: Gamify the Nos
-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
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WEEK SIX TRAINING
TRANSPARENT FINANCIAL
WK 6 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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Listen to:
​​
​
​
​
​
​
​
Back to basics filled out
​
Mail out Client Thank You Card
​
​
Nightly Goal Sheet (Daily training tool)
​
Fill out Weekly Reflections (Send to Trainer in QA Voxer chat)
​
Plan Start / Stop time on Legacy Stat Site for the next week
WK 6 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​
Listen to
​
​​
​​
​
​
​
​​
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
​
Fill out Back to the Basics
-Pick two goal areas for the week
​
Send out Client Text
WK 6 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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​​
​
​
​​
​
​
​
​
​​
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 6 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​
Listen to
​
​​
​
​​
​
​
​
​
​
​
​ -Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 6 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
​​
Listen to
​
​
​​
​
​
​
​
​
-Role play 3 times
-Write out once (send picture of writing to trainer in QA Voxer chat)
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 6 - SATURDAY / SUNDAY
Listen to The Elevator's Podcast: Keep Clients for Life
-Fill out continual education feedback page (Send to trainer)
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Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
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