Daily ISA Reports



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One of the most important parts of a sale is setting up that initial appointment with your client.  You can’t make a sale without building a relationship.

To track the number of appointments being made daily and weekly, I have my ISA use a form that tracks how many calls he made, who he spoke with, what the results were and if an appointment was made.

Filling out this simple form daily helps you gauge how many appointments are being made, thus how many monthly pending sales you have.  Sales are directly correlated with the number of meetings set up.

If you would like this form, send me a quick email at jonathan@carbutti.com and I’ll send it over.  Please send me your feedback as well!