Orientation Essentials

Filling the Filing Cabinet Workshop

GateOpener Workshop

InfoMinute Seminar

7-Minute Presentation Workshop

Best Client Workshop

Advanced InfoMinute Seminar

Recognizing member was an angel officer for a newly forming team.

Angel Officer

And the Roswell 400 Team joins in.

Roswell 400

North Point

Northpoint Team Hosts Fun at Fairway Social

Through discussions with a potential client, if they forward or provide their declarations page showing their current coverage limits, it is a trigger that they want to discuss their current insurance situation further and allow me to review and provide recommendations.

Some Teams have a policy that a New Member isn’t scheduled for a&nbsp;7-Minute until they’ve completed all five courses of the mentoring program.
<ul>
<li>What do you track with your clients that lets you know they&nbsp;are ready to take the next step?</li>
</ul>
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Reports | Method | PowerCore.net

Reports | Method

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

15-year Pin

10-year Pin

5-year Pin

3-year Pin

Life Insurance

Cosmetics & Skin Care

Accountant

Remodeling Contractor

Flooring

Roofing

Gold Star Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

David Machost

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