GOODS Checklist: Advisor

GOODS Checklist: Advisor

Slot / Document Name / Recommended # of Copies
1) / Advisor Daily Stats Worksheet / 20
2) / Advisor End of Week Checklist / 4
3) / Advisor Weekly Stats Report / 4
4) / Birthday Lunch Procedure / 1
5) / Campaign Order Monthly Drip Easy* / 5
6) / Glossary-Gorilla Glossary Unabridged / 1
7) / Glossary-Key Fields Glossary / 1
8) / How to Ask for Money / 1
9) / Model Week Worksheet / 2
10) / New or Revised Message Checklist / 10
11) / New or Revised Message Checklist Cheat Sheet / 1
12) / Referral Conversations / 1
13) / RUF-Master RUF Packet / 1
14) / RUF-New or Changed CG Form** / 10
15) / RUF-Pipeline Management RUF / 10
16) / RUF-Record Update Form** / 20
17) / RUF-Referral RUF / 5
18) / Sales Pipeline Chart / 1
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20)

* Download from Monthly Drip Easy Campaign in Campaign Center.
**This is a custom report using your database fields. See RUF MASTER PACKET.

GOODS Checklist: Computer Operator

Slot / Document Name / Recommended # of Copies
1) / CO Task Checklist / 1
2) / CO Task Checklist Cheat Sheet / 1
3) / Glossary-Gorilla Glossary Unabridged / 1
4) / Glossary-Key Fields Glossary / 1
5) / New or Revised Message Checklist / 2
6) / New or Revised Message Checklist Cheatsheet / 1
7) / No-Nos, Nevers, Alwayses, and Don’ts / 1
8) / RUF Master Packet / 1
9) / The Weekly Statistics Report Explained / 1
10) / Weekly Staff Meeting Agenda / 5
11) / Weekly Staff Meeting Agenda Cheatsheet / 1
12) / Your Team’s Customized Message Plan / 1
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GOODS Checklist: Sales Assistant

Slot / Document Name / Recommended # of Copies
1) / Advisor’s Model Day / 1
2) / Glossary-Gorilla Glossary Unabridged / 1
3) / Glossary-Key Fields Glossary / 1
4) / Lead Development Conversations / 1
5) / Referral Conversations / 1
6) / RUF-Master RUF Packet / 1
7) / RUF-New or Changed CG Form* / 20
8) / RUF-Pipeline Management RUF / 20
9) / RUF-Quick RUF / 20
10) / RUF-Record Update Form[*] / 20
11) / RUF-Referral RUF / 5
12) / SA/Adv Daily Planning Meeting (Agenda) / 2
13) / SA Daily Planning Checklist / 1
14) / SA Daily Stats Worksheet / 20
15) / Sales Pipeline Chart / 1
16) / Script – No Contact – Non-Registered SA** / 1
17) / Script – No Contact – Registered SA** / 1
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20)

GOODS Checklist: Service Assistant

Slot / Document Name / Recommended # of Copies
1) / Advisor’s Model Week Worksheet / 1
2) / Glossary-Gorilla Glossary Unabridged / 1
3) / Glossary-Key Fields Glossary / 1
4) / Gorilla Study Guide (Associates)* / 1
5) / Gorilla Study Guide (Bachelors)* / 1
6) / Gorilla Study Guide (Masters)* / 1
7) / Referral Conversations / 1
8) / RUF-Master RUF Packet / 20
9) / RUF-New or Changed CG Form** / 20
10) / RUF-Quick RUF / 20
11) / RUF-Record Update Form** / 20
12) / RUF-Referral RUF / 5
13) / Service Assistant’s Call Screening Script / 1
14) / SV Daily and Weekly Report / 5
15) / SV Handles All Client Service Problems Gorilla Mini-chart / 1
16) / SV/FA Housekeeping Meeting / 2
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20)

* These Guides are found on the BGM University website. Each of these study guides are only in the SV’s GOODS because the SV should serve as a back up to the Advisor in theteam manager role, and should therefore maintain the master copies of these files.
**This is a custom report using your database fields. See RUF MASTER PACKET.

© 2015 Bill Good Marketing, Inc. All rights reserved.1

[*] This is a custom report using your database fields. See RUF MASTER PACKET
** These scripts are found in The Letters Library under Scripts.