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Weekly Sales Activity Report

Name:
1st Appointment Made

Week Ending:

Approaches

Fact finding

Solution Nos'of cases presentation

Annual Premium

Policy Delivery

Commissions

References

Other appointments

Servicing

Saturday Sunday Monday Tuesday Wednesday Thursday Friday Total Target

Explain:

NOTES (SOFT - Success, Opportunity, Failures & Threats ):

Consultant's Signature

Manager's Signature

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