The Activity Planner is a time-tested system developed to help you become more successful. Ohio National is not affiliated with nor sponsors nor endorses any one practice management system, but many Ohio National producers use Sales Activity Management, Inc. (SAM) materials. See your General Agent, trainer, or ON-Net University ON-Net Industry Links (Click on the respective logo.) for details. The objectives of the system are to help you:
Some features of the Ohio National (and above vendor) planning tools to help you manage your time more effectively are:
These are vendor planner pages where you record scheduled meetings. Time slots throughout the week allow you to schedule personal and business meetings and events. After each completed scheduled meeting or face-to-face contact, take an additional few seconds to record what transpired on the previous call. Use the abbreviations suggested in Ohio National's Definitions for Weekly Activity Report (Form 1176). To help you measure your effective daily performance against industry standards, check your Activity Points regularly throughout each day to be sure you accomplish your objectives.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.