The Montgomery Weekly Sales Plan!
A specific path to reach a specific Results Goal with daily Accountability.
1-1 Sales Calls
Two 1-Hour Sessions Per Day to book meetings and open cases. Live Transfers and Referrals.
Accountability
Daily accountability on the most important action. Booking and keeping appointments.
IPA's
Focus on Income Producing Activity. You are going to get 16-20 Hours of dedicated Phone time per week between the two of us.
Montgomery Weekly Sales Plan!
- Daily Accountability
- Most Weeks will be 5 days unless planned differently based on schedule
- $2,500 for two-weeks and the goal is minimum of $20K APV submit monthly. Run from 8-15-2025 to 9-15-25.
- Evaluate what is working and do a monthly checkpoint to make adjustments.
- Plan to use as case study for your agents in the future.
- Help create and implement a Demo in
August-Sept
