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Name:   Date:

Using this program, I have done Market Planning for the following market segments:

On a scale of 1 to 10 – with 1 being "not very" and 10 being "very" – rate how effectively this program helped you.

: Understand the difference between marketing and selling.
: Identify natural markets.
: Qualify groups as markets.
: Understand the marketing process.
: Prepare a marketing plan.
: Effectively monitor your market plan.
: Identify where and how to focus your efforts.
: Coordinate your skills/resources to reach sales goals.

Please print this form using the "Print" button on your browser. Once it is complete, sign it and submit it to your General Agent/Trainer for his or her signature. Give one signed copy to the General Agent/Trainer and fax/send another copy to Field Development Operations at the corporate headquarters – (513) 794-4515.

Unit XIII: Client-Focused Marketing
Action Assignment Satisfactorily Completed

DATE: __________

SIGN OFF
General Agent:
Sales Associate:
Firm (Print):

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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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