Industrial Training Diary

Weekly Activity Log (Week 2)

Name of Trainee: TAN XIAQ QIAN
Name of Company: CCS WEALTH ADVISORY

Day of the
Date Projects / Activities
Week
 Welcome new intern coming
 Share some experience regarding cold call to them
Monday 12/10/2020
 Teach them how to cold call
 Role play with them

 Follow up customers
Tuesday 13/10/2020
 Call and confirm appointment with customers

 Participant in company night meeting

 Learn how to closed case
Wednesda
14/10/2020  Learn latest information
y
 Learn the skills and techniques of how to become a
successful person

 Due to CMCO, calling customers for reschedule the

appointment date and time
Thursday 15/10/2020  Due to CMCO, calling customer for rearrange
appointment from physical to zoom meeting
 Write feedback report about company and mentor

 Learn the format of Will

Friday 16/10/2020  Call customers for reminder
 Record daily performance

Endorsement by the Industrial Training Supervisor:

The above is a true record of activities taken by the trainee in the captioned week.
Signature of Supervisor:

Name of Supervisor: Date:

Company Stamp / Chop: