Weekly Accountability Form

Weekly Accountability Report - Latham Office

Fill out the form below to log your weekly activity.

Select Your Name *

Email *

Date: Prior Week You're Submitting For *

Dials: Number of outbound calls made. *

Reach: Number of people you successfully spoke with. *

Set: Number of initial meetings scheduled. *

Made: Number of meetings you had scheduled for the previous week. *

Kept: Number of scheduled meetings that actually took place. *

New Seens: Number of initial meetings conducted with new potential clients (approaches). *

Facts and Feelings: Number of client Fact-Finder meetings completed. *

Cases Opened: Number of cases opened (client agreed to a follow-up meeting). *

Closes: Number of times you asked a client to move forward on a recommendation (regardless of response). *

Referrals: Number of referrals obtained. *

Ahead: Number of meetings scheduled for current week. *

Lives: Number of lives submitted (your portion if joint work). *

Premium: Total premium submitted (your portion if joint work). *

Weekly Accountability Report - Latham Office