Greetings for success!

The Right Habit 90 Activity Tracker is a system that monitors an agent’s level of
It highlights the number of daily sales activities that leads to a sale. When foll

Even though the table shows 7 days, weekly success formula is based on a min

DEFINITION OF TERMS

Sales activities Description

Prospect/s Approached A telephone, online or face-to-face con
*Social media direct messaging (ex. FB Cha
(1 Point) *Social media: "Seen Zone", Emoji respons
*Text blasts, social media posts, flyers, pos
*Approaches with the intention to set up a
*An approach will be considered an approa
*Responses may either be positive or neg

Appointments made An activity where the prospect confirmed an

(1 Point) Confirmation includes agreed place and t

Timeline Presentation
An exclusive session with prospect where a
(2 Points) *This includes Face to Face and online time

Closed sale When a case has been paid for and subm
(4 Points)

When an agent has requested additional na

Referrals
Intention of referrals is to replenish an ag
(2 POINTS for 3 referrals) To have TWO POINTS, 3 referrals are to
*Ideally, an Agent should get at least 9 re
 Activity Tracker

agent’s level of activity by validating the number of sales activities the agents make on
sale. When followed, the Activity Tracker can help build awareness and the right work h

based on a minimum of 5 days per week working schedule.

e-to-face conversation with the prospect to arrange an interview. This is an effort t

ing (ex. FB Chat, Instagram) are considered approaches if only there is a response f
, Emoji response, including Thumbs up icons, are NOT considered as Approaches.
osts, flyers, posters and the like are NOT considered as Approaches.
ion to set up a group presentation are considered as 1 approach.
ered an approach for a Group Presentation if there are 3 or more prospects.
ositive or negative.

ect confirmed and gave a commitment to meet with the agent.

ed place and time of appointment between prospect/s and agent.

ospect where a needs based analysis was presented or confidential / equivalent informa
and online timeline presentations.

for and submitted with complete routine requirements.

ed additional names from either prospects or clients.

eplenish an agent's client pool for future businesses.
eferrals are to be requested per prospect/ client.
et at least 9 referrals per day.
 Activity Tracker

by validating the number of sales activities the agents make on a DAILY basis.
e Activity Tracker can help build awareness and the right work habits.

f 5 days per week working schedule.

on with the prospect to arrange an interview. This is an effort to secure an appointm

gram) are considered approaches if only there is a response from the prospect.
ing Thumbs up icons, are NOT considered as Approaches.
the like are NOT considered as Approaches.
esentation are considered as 1 approach.
Group Presentation if there are 3 or more prospects.

a commitment to meet with the agent.

appointment between prospect/s and agent.

ased analysis was presented or confidential / equivalent information's are gathered.

esentations.

th complete routine requirements.

m either prospects or clients.

nt pool for future businesses.
ested per prospect/ client.
per day.

Daily Success Formula

Be active and productive! Doing your sales activity regularly is key.

Maximize your production by following this simple recipe for success:
Approach 15 prospect per day to end up with 5 appointments, 3 interviews, and
This warrants you at least 1 case a day, or up to 6 cases a week.
DAILY basis.

secure an appointment.
m the prospect.

on's are gathered.

 larly is key.
or success:
nts, 3 interviews, and a sale.
AGENT NAME:_______________

ACTIVITY POINTS
PROSPECT/S APPROACHED 1 RESPONSE = 1 POINT
1 CONFIRMED DATE AND
APPOINTMENTS MADE PLACE = 1 POINT

TIMELINE PRESENTATION At least 30 mins = 2PTS

(Every PAID AND

CLOSED SALE SUBMITTED case = 4PTS)
REFERRALS (3 Names = 2PTS)
TOTAL POINTS (10PTS)

TOTAL MONTHLY ACTIVITIES

PROSPECT/S APPROACHED
APPOINTMENTS MADE
FACT FINDING INTERVIEW / PRESENTATION
CLOSED SALE
REFERRALS
TOTAL POINTS (40PTS)
 W E E K 1
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
10-Feb 11-Feb

0 0 0 0 0

WEEK 1 WEEK 2 WEEK 3 WEEK 4 WEEK 5

0 0 0 0 0
 W E E K 2
SATURDAY SUNDAY MONDAY TUESDAY WEDNESDAY
12-Feb 13-Feb 14-Feb 15-Feb 16-Feb
0

0
0
0 0 0 0 0

TOTAL

0
W E E K 2
THURSDAY FRIDAY SATURDAY SUNDAY MONDAY
17-Feb 18-Feb 19-Feb 20-Feb 21-Feb

0 0 0 0 0
 W E E K 3
TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
22-Feb 23-Feb 24-Feb 25-Feb 26-Feb
PROSPECT/

APPOINT

TIMELINE P

0 0 0 0 0
 W E E K 4
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY
27-Feb 28-Feb 1-Mar 2-Mar 3-Mar

0 0 0 0 0
K 4 W
FRIDAY SATURDAY SUNDAY MONDAY TUESDAY
4-Mar 5-Mar 6-Mar 7-Mar 8-Mar

0 0 0 0 0
 W E E K 5
WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
9-Mar

0 0 0 0 0