The Daily Planner

(Click below for a copy of the Daily Planner)

We created the Daily Planner as a PATH to follow, keeping Agents & Team Members on track with such tasks as Pivoting, Setting Appointments, asking about Life, and asking for Referrals.

The Daily Planner is a terrific Accountability Tool, an awesome Training Tool and an even better Follow-Up System!

Schedule Time with Tim to learn how to BEST utilize the Planner in your Agency!

Printing Instructions

Send to a local office supply store and ask for (a) double-sided; (b) spiral bound; (c) clear cover; and (d) Card Stock backing