STEP 2-GOAL SETTING & SCHEDULE

Profitability Calculators

This business is not an emotional business, it is purely a math equation! We have created two Excel sheets where you can plug in and find exactly what you need to do to earn whatever income your goal is! If you follow the system you will be successful!

Virtual Schedule Guidelines:

We have tested and proven our schedule and specific dial times to make sure you are purposeful and time-oriented! We want to make sure you are as effective as possible along with being as profitable as possible.

Key things for a successful Schedule:

Set same-day appointments only!
Best time to dial 8 am – 10 am (Or until appointments are booked)
Schedule appointments a minimum of 1 hour apart
6 appointments a day minimum if full-time!
We highly suggest you return to your office 1 hour before your first appointment to conduct what we call a WARM-UP process. You will want to get prepared for the first appointments and dial to schedule 1 appointment for right then, for the next day.

ALL AGENTS – Follow the steps in this section

Subscribe to the Theodore Group Email List HERE
>> After you subscribe to the email list, you will receive a confirmation email to OPT-IN.
>> Check your SPAM folder if you do not see the confirmation email in your inbox.
>> The confirmation email is sent from CINDI THEODORE via the Aweber email service.
>> You must confirm your subscription to receive the emails.
New Agent Training Call Schedule – View Here
Learn how to Earn Free Leads – Full Details HERE
To view your Commission Schedule: Click HERE
To view the Promotional Guidelines: Click HERE
Join the team GroupME: Click HERE
Win a Cruise in 2024: Click HERE to see how!
Set Income Goals
Set Schedule
Weekly Activity Summary – Click HERE
Use this to summarize your weekly activity. This is a great document to review with your manager at the end of each week during your first 90 days.
Team Dial Sessions:
Monday – Friday: 8:00 am to 9:30 am
Saturday: 9:00 am to 11:00 am

NEXT TRAINING STEP

To continue your training please proceed to next step.

STEP 3- DIALING TRAINING & SCRIPTS

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