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WEEKLY ACCOUNTABILITY SHEET

NAME: MONTH WK 1
ACTIVITY MON TUE WED THU FRI SAT SUN GOAL RESULT
Read Businesss Plan
# New Prospects
Invitations
Confirmations
Guests to Corp Overview
One-On-One BMP/
Corporate Overview Invite
Phone Calls 10+

Recruits Personal
Recruits Team

Financial Strategy
Recommends
Personal Points (’000)
Team Points (’000)

# of Referrals/client
Families helped?
Appts next week
Report to Leader?

Income
Savings
Excercise
Family Time
Spiritual
Plan Tommorrow (1hr)
Read (1hr)

©2004 World Financial Group Inc.™ 0804/2.04

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