daily field training tracker - united american sheets v2/library/… · lnl 021 definitions of...

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LNL2944 0217 Date: Agent Name: Trainer Name: City/Location: Definitions of percentages: 20% = Gatekeeper 40% = Decision Maker 60% = Appointment 80% = Made Presentation 100% = Case Closed Trainer & Trainee: Fill in only one bubble for each percent based on who said the script, to show who did each part of the system Results Legend: FU Follow Up NE Not Eligible NI Not Interested Company Name Contact Information Time 20% 40% 60% 80% 100% Disposition Next Step __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI __________ AM PM Trainer Trainee FU NE NI FU NE NI Half Time – Walk-In:______ Decision Maker:______ Appointment:______ Presentation:______ Case Closed:______ _______% Decision Makers Seen To Walk-Ins _______ % Presentations & Appointments Set to Decision Makers Seen Daily Field Training Tracker © 2014 –2017 Liberty National Life Insurance Company. All rights reserved.

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Page 1: Daily Field Training Tracker - United American sheets v2/Library/… · LNL 021 Definitions of percentages: 20% = Gatekeeper 40% = Decision Maker 60% = Appointment 80% = Made Presentation

LNL2944 0217

Date:

Agent Name: Trainer Name: City/Location:

Definitions of percentages: 20% = Gatekeeper40% = Decision Maker60% = Appointment80% = Made Presentation

100% = Case Closed

Trainer & Trainee: Fill in only one bubble for each percent based on who said the script, to show who did each part of the system

Results Legend: FU Follow UpNE Not EligibleNI Not Interested

Company Name Contact Information Time 20% 40% 60% 80% 100% Disposition Next Step

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

__________ AM PM

Trainer Trainee

FU NE NIFU NE NI

Half Time – Walk-In:______ Decision Maker:______ Appointment:______ Presentation:______ Case Closed:______ _______% Decision Makers Seen To Walk-Ins

_______ % Presentations & Appointments Set to Decision Makers Seen

Daily Field Training Tracker

© 2014 –2017 Liberty National Life Insurance Company. All rights reserved.

Page 2: Daily Field Training Tracker - United American sheets v2/Library/… · LNL 021 Definitions of percentages: 20% = Gatekeeper 40% = Decision Maker 60% = Appointment 80% = Made Presentation

LNL2944 0217

Definitions of percentages: 20% = Gatekeeper 40% = Decision Maker 60% = Appointment 80% = Made Presentation 100% = Case Closed

Trainer & Trainee: Fill in only one bubble for each percent based on who said the script, to show who did each part of the system

Results Legend: FU Follow UpNE Not Eligible

NI Not Interested

Company Name Contact Information Time 20% 40% 60% 80% 100% Disposition Next Step

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

__________ AM PM

Trainer Trainee

FU NE NI FU NE NI

Total Businesses Contacted: ________

20% 40% 60% 80% 100%

Trainer: ___ ___ ___ ___ ___

Trainee: ___ ___ ___ ___ ___

FU NE NI___ ___ ___FU NE NI

___ ___ ___

Half Time – Walk-In:______ Decision Maker:______ Appointment:______ Presentation:______ Case Closed:______ _______% Decision Makers Seen To Walk-Ins

_______ % Presentations & Appointments Set to Decision Makers Seen