Team Member Business Plan
Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.
Team Member Business Plan
Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.
Team Member Business Plan
Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.
What's included in the 'Team Member Business Plan'?
13 fillable pages with more than a dozen probing questions.
This fillable document pushes your team member to evaluate their achievements over the past year and plan for their success in the upcoming year. Make them dive into the hard questions and get solid answers that result in ACTION ITEMS.
Scheduling, tracking and goal setting.
It's great to have big ideas, but how will your team member actually achieve these goals? This document requires the team member to outline strategies, tracking techniques and schedules they will hold themselves accountable for in the upcoming year.
Opportunity for evaluation.
Not only will this force you to get your team member involved in the bigger, long-term goals of your agency... it will give you an opportunity to evaluate their initiative and entrepreneurial spirit. Are they excited about helping the agency succeed, or are they figuring out how to skate by? While we hope it's the former, this tool could reveal more than just a killer plan for the upcoming year.
Team Member Business Plan
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Document Outline
- 13 Fillable Pages
- Evaluation and Reflection on Previous Year
- Outline of Agency & Personal Mission Statements
- 3 Must-Win Areas
- Goals for Upcoming Year
- Evaluation of Customer's Experience
- Sales Goals & Strategies
- Schedule, Role and SWOT Analysis
- Guide to Developing Marketing Plan
- Marketing Activity Tracker
- Guide to Coaching, Continuous Improvement and Accountability
This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.
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