Title 4 PP

Personal Desires/Goals for January

Date January Contact Appointments CRM Entries Valuation Listing Showing Transaction Closing
20
Date January Contact Appointments CRM Entries Valuation Listing Showing Transaction Closing
Total 48 42 36 30 24 18 12 6
YTD 48 42 36 30 24 18 12 6
Lifetime Totals 48 42 36 30 24 18 12 6
Contact is first conversation
Appointments are first time face to face meetings only
Transaction is listing or sale signing
Closing is when you get paid
+ - CRM for the month
-14
Contacts to Appointments
1
Appointments to Transactions
4
Transactions to Closings
2
This Month How many Contacts to get a Closing
8

Year to Date

Contacts to Appointments
1
Appointments to Transactions
4
Transactions to Closings
2
Year to Date How many Contacts to get a Closing
8
Contacts Per Day (M - F) to reach desire
2

Lifetime Totals

Contacts to Appointments
1
Appointments to Transactions
4
Transactions to Closings
2
Year to Date How many Contacts to get a Closing
8

IMPORTANT INSTRUCTIONS:

Set Desired CRM and Desired Closings on the first day of each month.
At the close of day, enter your daily numbers (Contact, Appointments etc.) in the top entry line and press “SUBMIT” DO NOT ENTER ANY ZEROS .
DO NOT press SUBMIT a second time in any single day.
The next day, close the browser TAB and reconnect to the Goal Page in order to set the new date.