Training

  • Step 1: Strategy and Preparing (as soon as contracting is submitted)

  • 🚨Schedule your Start Selling strategy session with your mentor

    See description
  • Watch First 90 Days video

    See description
  • Are you looking for an office near you?

    See description
  • Complete New Agent Bootcamp

    See description
  • Complete in Tools of Trade: Introduction, Weekly Trainings and Leads

    See description
  • Step 2: Phone Validation (immediately after your Start Selling strategy session)

  • 🚨Schedule your Phone Validation session with Mentor

    See description
  • Complete in Tools of Trade: All "Print" sections and "Sign-up: Underwriting Guide" **This is where you get your scripts and in home documents**

    See description
  • Watch Improving your Dialing and Phone Strategy video

    See description
  • Step 3: Start Dialing (immediately after your Phone Validation)

  • Buy leads

    See description
  • 🚨High Importance: Sign up for several live dial coaching sessions

    See description
  • First Dial Day

    See description
  • Step 4: In-Home Prep (before your first run day)

  • Watch 8 Steps to Final Expense video

    See description
  • Watch Unhealthy Clients and Other Objections video

    See description
  • Review In-Home Printables in Tools of Trade

    See description
  • Order business materials

    See description
  • Step 5: In-Home Review (after your first run day)

  • 🚨Schedule your In-Home Validation session with your Mentor

    See description
  • Review all content from In-Home Prep

    See description
  • Prepare questions about your in-home experience and what you\'d like to learn

    See description
  • Determine how much you will invest in your next set of leads

    See description
  • Tools of the Trade: Resource

    See description
This checklist was created by fflaspire

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