Agent Critique Worksheet | FinalExpenseServices

Sending us a recording is CRUCIAL. But this sheet will allow us to help narrow down your weaknesses. Doing that will allow you to record the right stuff for us to critique. This is designed to help YOU get better and make more sales.

Today's Date

Name:

Manager/Builder's Name:

How many presentations this week? (Or last week)

How many people did you SEE at the door? Door Knocks or Appointments

How many houses did you get in? (Sometimes you get in a house, but don't get a Pres.)

How many no-show appointments did you have?

Have you been back to your no-show appointments multiple times?

What time do you head home each day?

What are you wearing to the houses? (Jeans, slacks, suit, dress, etc.)

Are you using delivery notices?

If a delivery notice calls you back during business hours, do you answer it?

Have you been on every morning call this week (or last week)?

Would you be willing to drive to the closest "good" agent for a ride along?

What do you feel like you struggle with the most?

I declare that the info I’ve provided is accurate & complete! (Many agents LIE on these forms. It is important to be truthful or we will be critiquing something that doesn't need to be critiqued OR not critiquing something that we should be.

Thanks for submitting!