Summary of Activity Week of Name Weekly Goal: Total

Summary of Activity Week of _______________________ Name ____________________________ Weekly Goal: ______________

Goal Monday Tuesday Wednesday

Thursday Friday Weekly Totals

Total Sales Submitted Total Annual Price Sold Total Commission Earned Things I need to improve. What do I need from my manager?

© Lloyd Lofton– 2001 http://lloydlofton.com/

Weekly Activity Tracking 865-776-7632

Total Applications

# Combination Sales

Up-sales/other products

Tag-on sales

Ancillary Product

Ancillary Market Product

Ancillary Product

Submitted Applications

Primary Market Product

# Presentations Made

Total Prospects

Other Prospecting

# Introductions

# Brochures

# Business Cards

# Cloverleaf Contacts

# Sphere of Influence Prospects

Special, sales item, discount

# Appointments Set

Appointment s

Marketing & Prospecting