And much, much more!
When used consistently, an automated contact manager system can maintain an active follow-up list to record notes and key information instantly, so you'll be sure to contact prospects again, as promised.
Try this! Ask your general agent or trainer to help you set business goals, establish suitable sales activity ratios, and (most importantly) begin using Ohio National's activity management system. For a small investment of your time, you can become fully organized, develop a solid base of activity, build clients, and maximize your income. It is highly recommended that Ohio National's hands-on activity management system be used at least the first six months of your career, before automating the process.
At first, activity management and recordkeeping may be challenging — you'll keep records up to date, review them daily, and plan your work. But, these tasks are no more than what other independent businesspeople do to manage their businesses. Soon, this attention to the details of your business will become habit — and a successful one!