What Things Should An Agency Team Member Be Doing During The AppX Retention Training 2 Weeks?

If you're an agency team member just starting the AppX Retention program, you may be wondering, what things can you do during the first two weeks to fuel your success?

You just had the big training day, and now it's time to get to business. We have mapped out some tips and suggestions of what you can do as an agent to fuel your success. 

Week 1:

Day 1 (1st Business Day After Training)

  • Make sure you are clear on where to find the calls to make. Find this first thing in the morning.
  • Scan the list so you can get a handle of how many people to call.
  • Make at least one call first thing in the day. 
  • Remember to take note of how long the call sheet prep is taking. 

Day 2

  • Find your call list for the day and determine how many total calls you need to make.
  • Make at least 1 call first thing in the day.
  • Familiarize yourself with the tracking codes and make sure you are using them (especially for callbacks).

Day 3

  • Find your call list for the day and determine how many total calls you need to make.
  • Make at least 1 call first thing in the day.
  • Challenge yourself to get one coverage improvement today. 

Day 4

  • Find your call list for the day and determine how many total calls you need to make.
  • Make at least 1 call first thing in the day.
  • If you need to, raise your hand. For good practice, if you are confident with making the calls, be sure to offer help!

Day 5

  • Find your call list for the day and determine how many total calls you need to make.
  • Make at least 1 call first thing in the day.
  • Review your calls to make sure they are coded correctly. Now is the opportunity to clean anything up that was not coded correctly.

Week 2:

Day 1 

  • Scan the list so you can get a handle of how many people to call.
  • Make at least 2 calls first thing in the day.
  • Follow up on any cross-sell open quotes.

Day 2

  • Scan the list so you can get a handle of how many people to call.
  • Make at least 2 calls first thing in the day.
  • Challenge yourself to get one cross-sell quote today.

Day 3

  • Scan the list so you can get a handle of how many people to call.
  • Make at least 2 calls first thing in the day.
  • Check your coding in your management system. 

Day 4

  • Scan the list so you can get a handle of how many people to call.
  • Make at least 2 calls first thing in the day.
  • Take a look back to see how many remarkets you have had to do.

Day 5

  • Scan the list so you can get a handle of how many people to call.
  • Make at least 2 calls first thing in the day.
  • Celebrate! You made it through the first 2 weeks!