Set Your Goals

To make sure you are succeeding we need to understand what the
last 12 months looked like. Enter & save your results for the
last 12 months below.

Where are you now?

The first step is to get clear on where you are now.

Today's Date: 23 April 2024

What is your average commission value?

How many clients do you have?

How many client referrals have you had in the last 12 months (closed)?

How many regular professional referrers do you have (e.g. Accountants, Mortgage advisers, etc)

How many professional referrals have you had in the last 12 months(closed)?

What do we want to achieve?

We want to set realistic goals, that make a
positive difference in your business.

By: 23 April 2018

Client Referrals

We want to grow your client referrals to at least:

XX

That is a X% increase!

Professional Referrals

We want to grow your professional referrals to at least:

XX

That is a X% increase!

On top of these results the work we do will also:

- Increase client loyalty
- Add more cross sell opportunities
- Improve compliance

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