Once you've completed this unit, you should understand the:

1. Basic requirements for a successful business


2. Importance of annual goal setting


3. Importance of activity ratios and how they complement good planning


4. Relationship between activity and weekly goals


5. Importance of planning and organizing every business day


6. Importance of effectively managing your time and activities


7. Current Ohio National time management tools


8. Importance of keeping records

The components listed below interact with this section and can be found by navigating to the ON-Net Forms Catalog.
(User log-in required.)

NOTE: It is recommended that students have hard copies of all forms referenced in this material. Please order or print the forms listed below via the ON-Net Forms Catalog for use as a reference throughout the course.

• Weekly Activity Report (Form 1176)
• ON-Trac Weekly Activity Report Definitions (Form 1176-A)
• Chart Your Course for Success & Business Records (Form 1177)
• Quarterly Agent Activity Summary (Form 1179)
• Sales Activity Manager Productivity Planner and/or eScoreBoard alternatives from Sales Activity Management, Inc. ( www.salesactivitymanagement.com)
• The Trusted adviser (www.limra.com)
• Copytalk (www.copytalk.com)

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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