WEEK NINE TRAINING
TRANSPARENT FINANCIAL
WK 9 - 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
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
WK 9 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
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-Add 2 Claims specific to objections. (Reach out to trainer for advice)
-Role play 2 times, send recording to trainer on 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 9 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
-Submit in Voxer:
1. Where is Jake from?
2. What was Jake's previous career?
3. Biggest take away from Jake?
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
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PICK 2 VIDEOS FROM CRM LIST
WK 9 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
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REBUTTAL ROLE PLAY​​
-Rebuttal #4: Role play 2 times, Record once-Submit recording to trainer in Voxer
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Enter Daily Stats on Legacy Stat Site after last business
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Send out Client Text
WK 9 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
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LISTEN TO:THE ELEVATORS PODCAST
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Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 9 - SATURDAY / SUNDAY
"LEARN TO WORK FROM YOUR REST, NOT REST FROM YOUR WORK."
Do something that recharges you.
Post a picture on Voxer Good News Chat :)
(dinner night, day out with family, etc.)
WEEK TEN TRAINING
TRANSPARENT FINANCIAL
WK 10 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470​
​
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
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
WK 10 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​
​
-Add 2 Claims specific to objections. (Reach out to trainer for advice)
-Role play 2 times, send recording to trainer on 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 10 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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​
​​
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​​
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​
​
​
​​
​
​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
-Submit in Voxer:
1. Where is Bennett from?
2. What industry was Bennett previously in?
3. Biggest take away from Bennett?
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
-
PICK 2 VIDEOS FROM CRM LIST
WK 10 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​​
REBUTTAL ROLE PLAY​​
-Rebuttal #5: Role play 2 times, Record once-Submit recording to trainer in Voxer
​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 10 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
​​
LISTEN TO: THE ELEVATORS PODCAST​
​​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 10 - SATURDAY / SUNDAY
"LEARN TO WORK FROM YOUR REST, NOT REST FROM YOUR WORK."
Do something that recharges you.
Post a picture on Voxer Good News Chat :)
(dinner night, day out with family, etc.)
WEEK ELEVEN TRAINING
TRANSPARENT FINANCIAL
WK 11 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470​
​
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
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
WK 11 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​
​
-Add 2 Claims specific to objections. (Reach out to trainer for advice)
-Role play 2 times, send recording to trainer on 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 11 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
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​
​​
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​
​​
​
​
​
​​
​
​​​​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
-
PICK 2 VIDEOS FROM CRM LIST
WK 11 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​​
REBUTTAL ROLE PLAY​​
-Rebuttal One Liners: Role play 2 times, Record once-Submit recording to trainer in Voxer
​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 11 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
​
​LISTEN TO: THE ELEVATORS PODCAST​
​​​​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 11 - SATURDAY / SUNDAY
"LEARN TO WORK FROM YOUR REST, NOT REST FROM YOUR WORK."
Do something that recharges you.
Post a picture on Voxer Good News Chat :)
(dinner night, day out with family, etc.)
WEEK TWELVE TRAINING
TRANSPARENT FINANCIAL
WK 12 - MONDAY
Listen to morning call @ 8 am CST (848) 222-2470​
​
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
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
WK 12 - TUESDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​
​
-Add 2 Claims specific to objections. (Reach out to trainer for advice)
-Role play 2 times, send recording to trainer on 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 12 - WEDNESDAY
Listen to morning call @ 8 am CST (848) 222-2470​
​
​
​​
​
​
​​
​
​
​
​​​​​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
-
PICK 2 VIDEOS FROM CRM LIST
-Submit in Voxer:
5 Key takeaways and/or notes
2 actionable items you're going to implement in your business this week
WK 12 - THURSDAY
Listen to morning call @ 8 am CST
ZOOM - Meeting ID: 873 7447 6870
​​​​
REBUTTAL ROLE PLAY​​
-Rebuttal One Liners: Role play 2 times, Record once-Submit recording to trainer in Voxer
​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 12 - FRIDAY
Listen to morning call @ 8 am CST (848) 222-2470
​
LISTEN TO: THE ELEVATORS PODCAST
​​​​​
Enter Daily Stats on Legacy Stat Site after last business
​
Send out Client Text
WK 12 - SATURDAY / SUNDAY