Morning Review Salesperson
How Many Envelopes were brought in from yesterday?
What is the count for the week (10/day)?
Review expectations for the week and how you are doing.
Number of quotes Manager has open.
Summary of why these quotes are not done. (i.e. CF, Bid through multiple vendors.
Status of quotes returned to salesman? How many left to return?
x to this neighborhood.
What is the plan to return quotes?
Status of quotes that were returned to customers?
"Label A+B" - Ready to order soon. What is the game plan to turn prospects?
Status of leads on To Do List?
Getting appointments scheduled with anyone?
Follow-up phone calls with anyone?
Any companies the salesperson is trying to schedule appointments with?
Should be Empty:
Copyright 2016 JotForm Inc.