Roster Details

Schedule & Flow

WEEKLY FLOW

NOTES:

• OFFICE HOURS: Times where a production partner or experienced agent is electing to be present in the office or “available remotely” in order to be of service to the team and agents that may need assistance.
• TEAM MEETING: The weekly flow where we share, communicate, grow together.
• MONTHLY KICKOFF: The first weekly team meeting of the month will be extended until 1PM in order to expand on the monthly announcements.
• TRAINING DAY: This is the designated time we request agents to set aside and be present in the office working on improving their business through training and education. It’s an open forum style where you may choose to participate and collaborate in what someone else is training on OR train on another item that will grow your business. The concept is that we gather together and share so that we can grow together.

<aside> 👉 Questions? Here’s how to reach us:

• MTPG WhatsApp Community: https://chat.whatsapp.com/L4ikRp2vMRRJDZCFJLMYOv
• Admin Email: </aside>

Team Scorecard

1. Leadership Scorecard
   1. NPS Agent Score
      1. Not on score card but we need to use this opportunity to capture feedback - what are we doing right and what needs to be better
      2. Retention / Churn
   2. OWNER:
2. Team / Productions
   1. Attempts
   2. Contacts made
   3. Total Contacts
   4. Set - Had - Signed (AGENT)
   5. Pending - Closed - Dollar$ (TC)