How it Works

How it Works

The planner is like a traditional yearly planner, but with sections that someone in sales can benefit from. Chart your yearly, quarterly, and monthly goals. At the beginning of each month you will see a dot graph to write out or draw out your dreams. Plan out how many sales you need and the activity you need to do to achieve them. The weekly view allows you to create a fresh leads list. The end of the month reflections prompts you to reflect on how your month went and which areas you need to improve on. It is undated so you can pick up where you left off after a vacation.

Tracking

Chart your yearly, quarterly, & monthly goals. Create - At the beginning of each month you will see a dot graph to write out or draw out your dreams.

Reflection

At the end of each month there is a page to reflect on how you did, and what you can approve upon.

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