Sales / AM Name

Week

Top 5 Outcomes for the Week

Priority
1
2
3
4
5

Target Quantified Goals for the Week

Activity
Call / Email
Generate Qualified Lead
New Prospect Meeting
Existing Prospect Meeting
Opportunity Follow Up
Proposal / Quote Sent

Daily Focus Bre

Monday

08:00 - 09:00
09:00 - 10:00
10:00 - 11:00
11:00 - 12:00

13:00 - 14:00
14:00 - 15:00
15:00 - 16:00
16:00 - 17:00
17:00 - 18:00

Daily Report for Offi

Monday
 Top 5 Outcomes for the Week

Desired Outcome Action

Target Quantified Goals for the Week

Goal Actual
100
10
6
8
10
5

Daily Focus Breakdown

Tuesday Wednesday Thursday

Daily Report for Office Activity

Tuesday Wednesday Thursday
 Activity Plan

Friday

Friday