Date of Activity
*
-
Month
-
Day
Year
Date Picker Icon
Agent's 1st Month in Field?
*
Yes
No
Agent's Email.
*
Use mayoagencies email
Person Training You Today (your SA if with you. None if no one was)
Use mayoagencies email
Supervising Managers Email
*
amber.casper@themayoagencies.com
christopher.thornton@themayoagencies.com
dana.tipps@themayoagencies.com
frenchie@themayoagencies.com
joe.hughes@themayoagencies.com
julie.patel@themayoagencies.com
lilah.searcy@themayoagencies.com
meredith.donovan@themayoagencies.com
stacy.caskey@themayoagencies.com
terri.white@themayoagencies.com
None
Other
Agency Director's Email
*
Rachel@themayoagencies.com
Marri@themayoagencies.com
Amias@themayoagencies.com
Bobic@themayoagencies.com
Bill@themayoagencies.com
Other
Enrollment Today?
Yes
No
Prospecting Today?
*
Yes
No
PAC Calls Only
Ap (on your laptop in your eapps)
City Prospected
Only Mark The Activity You Eid
If the agent and trainer go to a business and the agent built raport with the gatekeeper and the trainer did intro to DM you would put 1 under 25% for that's it.
Activity that the agent did
*
Rows
PAC Calls
25%
50%
75%
100%
CC
AS
FU
NE
NI
What did the agent do?
Total Business Stops
*
Important
Remember the standard for stops is 75/week the min. is 60. Make sure you have plans to finish the week on track.
Reason for Low number of stops?
Total DM Seen
*
Total Presentations
*
Total Cases Closed
*
Time in field, FIRST stop until LAST stop
*
Hour Minutes
Until
until
Hour Minutes
Total 0.0
Daily Training Highlight
Trainers Notes
Type of Business to Share Wisdom on
Wisdon to Share
Field Training Tracker pg1
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Agent's Email
example@example.com
Trainer/ Sr. Agent Email
Bobic@themayoagencies.com
Other
Should be Empty: