MY PROSPECTING WORKSHEET

REFERRED BY DATE 1st Attempt 2nd Attempt 3rd Attempt

MY PROSPECT CONTACT # (If Applicable) OF CALL (Time/ Result) (Time/ Result) (Time/ Result)

1 Juan Dela Cruz

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30
 AGENT PRODUCTION AND PROGRESS SUMMARY (________ )
NAME: _________________________ BRANCH: _______________________
UNIT: _________________________ PERSONAL GOAL: APPS: _______ PC: _______
QUALIFIED DATE PROSPECT'S FACT FINDING INTERVIEW
SUSPECT CONTACTED NAME (DATE AND COMMENTS)
1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
10 10
11 11
12 12
13 13
14 14
15 15
16 16
17 17
18 18
19 19
20 20
21 21
22 22
23 23
24 24
25 25
26 CLOSING INTERVIEW SUBMITTED BUSINESS
27 (NAME AND DATE) FA PLAN AC
28 1
29 2
30 3
31 4
32 5
33 6
34 7
35 8
36 9
37 10
38 11
39 12
40 FOLLOW-UP OF OTHER REQUIREMENTS SUBMITTED BUSINESS
41 (NAME AND DATE) FA PLAN AC
42 1
43
44 2
45
46 3
47
48 4
49
50 5
 DAILY ACTIVITY TOTAL
QUALIFIED SET FACT FINDING CLOSING CLOSED TOTAL SEVICING OF
DATE (DAY) SUSPECTS APPOINTMENT INTERVIEW INTERVIEW SALE/S POINTS EXISTING POLICY
(0.5) (1) (1) (1) (1) HOLDERS

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

TOTAL

YEAR TO DATE

(LAST MONTH)

YEAR TO DATE TOTAL

AGENT PRODUCTION AND PROGRESS SUMMARY

APPLICATION AGENCY CREDIT THIS MONTH YEAR TO DATE

CURRENT MONTH PROSPECTS/APP

YEAR TO DATE (Last month) FACT FINDING INETRVIEW/APP

CURRENT YEAR TO DATE CLOSING INTERVIEW/APP
MY OWN APPROACH SCRIPT:
Type of approach: _____________________

General
Introduction
 Convenient to
talk?

 If natural market
- use
commonality

 If referral - use
referrer

 If cold call – use

commonality if
any

Main Approach

 Build your
credibility

 What can I
do for the
prospect?

Call-to-action

 2 – 2- 2-
approach

 Give two
alternatives
 ACTIVITY GOALS

Advisor:
Branch:

A. DETAILS MONTHLY TARGET

1. Income or AC target per month 147,000
2. Case Size: AC per Life 15,000
3. Target Lives (#1 divided by #2) 10 lives
4. Target Interviews: Target Lives x 3 30 interviews
5. No. of Workdays in the month 16 days
6. Target Interviews per Workday (#4 divided by #5) 2 interview/s
7. Income or NSC target per month to avail of PLAN B

B.COMMITMENT STATEMENT

I will see _________ prospect/s in each of the _____ days that I

choose to work for _____________________ ( CONTEST MONTH )
 MY PERSONAL BUSINESS PLAN
Advisor:
Branch:
For the Period of:

A. MY DREAM GOAL FOR EACH MONTH

Christmas in Italy

TOTAL P500,000 P71,500

B. BUSINESS EXPENSES
Transportation
Communication
Business representation to clients
Self Improvement ( books, seminars, etc )
Stationery, Supplies and Equipment
Others
TOTAL

C. FAMILY EXPENSES (Estimated)

Fixed Expense
Variable Expense
Others
TOTAL

D. OTHER SOURCES OF INCOME

Income from Business other than Insurance
My Spouse's Income
Others
TOTAL

SUMMARY OF GOALS
My Dream Goal
Add: My Business Expense
Add: Estimated Family Expenses
SUB-TOTAL
Less: Other Sources of Income
GRAND TOTAL 100,000
Divided by: allotment for taxes 0.68
INCOME or AC TARGET FOR THE MONTH 147,000
QUALIFIED SUSPECT LIST
FOR THE WEEK OF:

NAME TELEPHONE NUMBER AGE M.S. MONEY APPROACHABILITY NEED OCCUPATION

48 80k n.m. retirement business/ haedware