​6 STEPS TO SUCCESS​

CLICK THE STEPS BELOW

PLEASE UPDATE YOUR "MY AGENT TRACKER" SPREADSHEET AS YOU COMPLETE EACH TASK/STEP. THIS WAY WE CAN SEE WHERE YOU ARE AND KNOW HOW TO BEST HELP YOU.

OUR SYSTEM AUTO-ADDS YOU TO DIFFERENT HELP CATEGORIES AND CALLS, BASED ON THE  SHEET.

Step 1

ONBOARDING

step 4

TOOLS FOR SUCCESS

Step 2

CONTRACTING

step 5

SETTING APPTS AND RUNNING THEM

​(YOU WILL NEED TO CREATE A LOGIN FOR ACCESS TO STEP 5)

STEP 3

GOAL SETTING & SCHEDULE

STEP 6

ACCESS LEAD CENTER & PURCHASE LEADS