Calendar & Reporting

Your weekly structure is the foundation of consistent results.

Follow the Hard Calendar exactly — Mondays are mandatory — and use the daily rhythm to stay on pace with your income goals.

The calendar outlines:

• When to review and refresh leads

• When to prospect (call blocks, drops, or scheduled meetings)

• When to role-play and sharpen sales functions

• When to book and run appointments

• When to update CRM and plan for the next day

• When to report weekly activity

Follow the calendar. Don’t freelance.

All agents must report their activity every day.

This keeps you accountable, keeps your manager informed, and ensures we can support your goals.

Use the link below to submit your touches, appointments, and outcomes.

No screenshots, text messages, or alternative reporting.

• Report activity daily

• Follow the Hard Calendar

• Use the 5-Touch Plan (5 touches in 10 business days)

• Communicate with your manager every day

• Use the Activity Reporting form only — no alternative reporting

• Stay consistent even on difficult days

• Don’t leave voicemails

• Use the script

• Be enthusiastic, persistent, and coachable