Successful businesses, regardless of industry or type, whether corporate, partnership, or sole proprietorship, keep records. MDRT-level producers (or above) keep track of their activity performance to stay focused, know where they are, where they're going, and how they'll get there. As an entrepreneurial businessowner, you should do likewise. Ohio National provides numerous self- and time-management materials to assist you.
These pages help you track your progress with each prospect. They are in your Activity Planner and/or in Chapter 4 of Chart Your Course for Success & Business Records (Form 1177). By grouping activities for each prospect together on a page, you can identify your progress and/or problems you have in the sales process. Keep this section up-to-date. Draw a line through those who are no longer in your current working inventory of potential sales in the next 30 to 45 days.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.