The One Page - 90 Day Sales Plan System Jerome Johnson, Portland Insurance Group logout The One Page - 90 Day Sales Plan Color Key Red: No Plan Yellow: Draft Green: Posted ® Getting Started Quick Start Guide FAQ Sample Plan My Plans Q1 - 2015 Q2 - 2015 Q3 - 2015 Q4 - 2015 My Account Org Chart Org Chart for The Portland Insurance Group Toni Kane, District Manager Phil McCracken, Area Manager Ed Hopkins, Advisor Andrew Clark, Advisor Nora Davis, Advisor Wayne Johnson, Advisor Warren Rutherford, Advisor Jerome Johnson, Portland Insurance Group David Pierce, Advisor Now Viewing: PRODUCTION PLAN Objective: In Q1, close $500,000 in sales. My Plans Q1 - 2015 Sales New Accounts Sales Strategy #4 Get Underwriting Support in-house and from Home Office Q2 - 2015 Q3 - 2015 Q4 - 2015 Ella Hansen, Advisor My Account Org Chart Action Plan #1 Jerome Johnson, Area Manager Sales Q1 New Accounts Q2 Sales Ted Sullivan, Advisor Action Plan #2 Action Plan #3 Action Plan #4 Get brush-up training with Home Office on Living Balance Sheet Send thank you notes and Starbuck's gift cards to all clients who refer Review back office staff to find the best UW ally at Home Office Contact all new referrals within 24 hours Contact Toni at Home Office and ask for best UW ally Jerome Johnson, Portland Insurance Group 2 - 90 The OneStep Page Day Sales Flawless phonePlan follow-up Getting Started Quick Start Guide FAQ Step 3 Sample Plan logout Create simple professional with all face-to-face portfolios for LBS, Now Viewing: PRODUCTION recommendations, PLAN meetings projections, etc. Click to edit Prepare Individual Living Balance Sheets for every new client for first appt. Click to edit Gather sample portfolios from top producers and model mine after theirs Purchase $20 Send a lavish holiday gift to Strategy #3 Starbuck's cards UW Home Office contact to Ask for family and friend referrals from all clientslet them really know how face-to-face much we appreciate them Objective: In Q1, open 5 new accounts. My Plans Q1 - 2015 Sales New Accounts Resources Sales My Account Strategy #2 Use Living Balance Sheet in all meetings Strategy #1 Portfolio reviews with all "A"& "B" clients Org Chart Action Plan #1 Step 1 Make friends with new UW contact Strategy #4 Get Underwriting Support in-house and from Home Office Print "A" and "B" clients list and review Q2 - 2015 Q3 - 2015 Q4 - 2015 Q1 Have assistant make appointments for all "A" and "B" clients Strategy #3 Ask for family and friend referrals from all clients face-to-face Strategy #2 Use Living Balance Sheet in all meetings Strategy #1 Portfolio reviews with all "A"& "B" clients Step 1 Emily McDowell, Advisor logout The One Page - 90 Day Sales Plan Getting Started Quick Start Guide FAQ Sample Plan Have assistant make appointments for all "A" and "B" clients Action Plan #2 Action Plan #3 Action Plan #4 Get brush-up training with Home Office on Living Balance Sheet Send thank you notes and Starbuck's gift cards to all clients who refer Review back office staff to find the best UW ally at Home Office Jerome Johnson, Portland Insurance Group logout Step 2- 90Flawless The One Page Day Sales Plan phone follow-up Getting Started Quick Start Guide FAQ Step 3 Sample Plan Create simple professional Contact all new referrals with all face-to-face portfolios for LBS, within 24 hours Now Viewing: PRODUCTION PLAN meetings recommendations, projections, etc. Objective: In Q2, close $530,000 in sales Click to edit My Plans Q1 - 2015 Q2 - 2015 Sales Resources New Accounts Sales Print "A" and "B" clients list Q3 - 2015 Q4 - 2015 and review My Account Prepare Individual Living Balance Sheets for every new client for first appt. Click to edit Gather sample portfolios from top producers and model mine after theirs Purchase $20 Send a lavish holiday gift to Strategy #3 Starbuck's cards Ask for family and friendUW Home Office contact to referrals from all clients let them really know how face-to-face much we appreciate them Make friends with new UW contact Strategy #4 Get Underwriting Support in-house and from Home Office Strategy #1 Portfolio reviews with all "A"& "B" clients Org Chart Contact Toni at Home Office and ask for best UW ally Action Plan #1 Strategy #2 Use Living Balance Sheet in all meetings Action Plan #2 Action Plan #3 Action Plan #4 Step 1 Have assistant make appointments for all "A" and "B" clients Get brush-up training with Home Office on Living Balance Sheet Send thank you notes and Starbuck's gift cards to all clients who refer Review back office staff to find the best UW ally at Home Office Step 2 Flawless phone follow-up with all face-to-face meetings Create simple professional portfolios for LBS, recommendations, projections, etc. Contact all new referrals within 24 hours Contact Toni at Home Office and ask for best UW ally Step 3 Click to edit Prepare Individual Living Balance Sheets for every new client for first appt. Click to edit Make friends with new UW contact Gather sample portfolios from top producers and model mine after theirs Purchase $20 Starbuck's cards Send a lavish holiday gift to UW Home Office contact to let them really know how much we appreciate them Resources Skip Thomas, Advisor Print "A" and "B" clients list and review Diane Rodriquez, Advisor Bob Meihe, Advisor Ian Brodie, Advisor Grace Hamlin, Advisor Barb Gragg, Advisor Fred Zamora, Advisor Emily Ray, Advisor David Kwan, Advisor Kesha Jefferson, Advisor © 2014 The One Page Business Plan Company 510-705-8400