10 Steps: Step 2 – AgentTraining.info

Step 2: Leads

Ordering & Printing Off Your Leads

SAMPLE LEAD

How Many Leads Should I Order?

How many leads you get will greatly effect how many appointments you set. The number of appointments you set will greatly depend on how many people you get a hold of, which is greatly effected by the number of dials you make. Don’t be like many beginners and confuse ACTIVITY with PRODUCTIVITY! You can be very “Active” yet accomplish nothing. You could spend hours organizing your leads, your paperclips on your desk, making sure you call at the right times, and worse yet, STOPPING after making a certain numbers of dials or contacts as opposed to continuing to do the ACTIVITY necessary to have the PRODUCTIVITY of setting the number of appointments needed to earn your desired income that week.

On average, with the 5A, and 4A leads, for every 10 people you get a hold of, you should be able to set 1 to 2 appointments. If your goal is to set 10 appointments your first week and you only get 40 5A leads, chances are very good you will NOT get a hold of all 40 people. Even if you did, the number of appointments you can expect to get would be 4-8. So, make sure to have the number of resources (i.e. “leads”) to get the number of appointments you want. The combination WORKS every time, we just need you to tell us what’s in your safe, so we can show you how to unlock it.

Combination To Your Safe Tool

Below is a tool called the “Combination To Your Safe”. Enter how much money you would like to make your first month and it will tell you how many leads you need to buy and what your activity level needs to be. This is a numbers game, but you need to put in the numbers for it to work. Once you’ve completed this click the “Submit” button to send it to your manager and/or mentor so that they can help game plan your success.

Today's Date*
MM slash DD slash YYYY
Your Info
Your Name*
First Last
Your Email*
Your Cell Phone*
Manager's Name*
Manager's Email
Recruiter's Name
Recruiter's Email
How much money do you want to make?
Answer the questions below and we will tell you what resources and activity you will need if you're average.
What's Your Contract Level*
What is your desired monthly income?*
Do you want to start with all "B leads" (bonus leads) or a combination of "B leads" and "A leads"?*
- B leads only to start with (recommended)
- Combination of B leads and A leads
Required Resources
Number of "A leads" PER WEEK
Number of "B leads" PER WEEK
Number of "B leads" PER WEEK
Required Activity
Number of Dials per week
Number of Dials per week
Number of Contacts per week
Number of Contacts per week
Number of Appointments per week
Number of Appointments per month
Number of Sits per week
Number of Sits per month
Number of Applications per week
Number of Applications per month
Submitted AVP per week
Submitted AVP per month
Issued APV per week
Issued APV per month
Why is hitting this goal / commitment important to you?*

How To Order Leads in Opt-Soft

How to Print off your leads

PLEASE NOTE: Your lead order should be placed by Wednesday Night if you would like to receive your leads by Friday to begin calling to set appointments for the following week.

Below you will find the Standing A lead order form and the One Time A lead order form: