Activity Tracker

Date of Activity
MonthDayYear
Agent's 1st Month in Field?*
YesNo
Agent's Email.*
Use mayoagencies email
Person Training You Today (your SA if with you)
Use mayoagencies email
Supervising Managers Email*
Mason@themayoagencies.comAshley@themayoagencies.comBill@themayoagencies.comMatthew.Wheeler@themayoagencies.comPaul@themayoagencies.comCleopatra@themayoagencies.comOther
Agency Director's Email*
Rachel@themayoagencies.comMarri@themayoagencies.comJuan@themayoagencies.comAmias@themayoagencies.comBobic@themayoagencies.comOther
Enrollment Today?
YesNo
Prospecting Today?*
YesNoPAC Calls Only
Ap (on your laptop in your eapps)
City Prospected
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 the agent and 1 under 50% for the trainer. Mark the activity accurately, this is to see who did what part.
Activity that the agent took the lead.*
PAC Calls 25% 50% 75% 100% CC AS FU NE NI
What did the Agent Do?
Activity where the Trainer took the Lead*
PAC Calls 25% 50% 75% 100% CC AS FU NE NI
What did the Trainer/ SA 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 of First Stop*
:HourMinutes
Time of Last Stop*
:HourMinutes
Reason for starting late?
Reason for finishing early?
Role Playing beginning
1 2 3 4 5 6 7 8 9 10
Gate Keeper Content
Gate Keeper Fluidness
Intro to DM Content
Intro to DM Fluidness

Daily Training Highlight
Trainers Notes
Type of Business to Share Wisdom on
Wisdon to Share
Field Training Tracker pg1*
Upload a File
Cancelof
Field Training Tracker Pg2
Upload a File
Cancelof
Field Training Tracker Pg3
Upload a File
Cancelof
Field Training Tracker Pg4
Upload a File
Cancelof
Agent's Email
Trainer/ Sr. Agent Email
Bobic@themayoagencies.comOther
Should be Empty: