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Agency Onboarding – Demo
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2024-03-19T09:30:17-04:00
Agency Onboarding - Agency Essentials
"
*
" indicates required fields
Agency Name
*
Agency Owner Full Name
*
First
Last
Agency Owner Email
*
Agency Time Zone
*
Agency Time Zone
Eastern
Central
Mountain
Pacific
Alaska
Hawaii-Aleutian
Number of Team Members
*
Please enter a number from
1
to
10
.
Team Member Information
Full Name - Team Member #1
*
First
Last
Email - Team Member #1
*
Phone - Team Member #1
*
Also Enroll Team Member #1 in the Win the Day Goal Tracking System:
Also Enroll Team Member #1 in the Win the Day Goal Tracking System
Full Name - Team Member #2
*
First
Last
Email - Team Member #2
Phone - Team Member #2
*
Also Enroll Team Member #2 in the Win the Day Goal Tracking System:
Also Enroll Team Member #2 in the Win the Day Goal Tracking System
Full Name - Team Member #3
*
First
Last
Email - Team Member #3
Phone - Team Member #3
*
Also Enroll Team Member #3 in the Win the Day Goal Tracking System:
Also Enroll Team Member #3 in the Win the Day Goal Tracking System
Full Name - Team Member #4
*
First
Last
Email - Team Member #4
Phone - Team Member #4
*
Also Enroll Team Member #4 in the Win the Day Goal Tracking System:
Also Enroll Team Member #4 in the Win the Day Goal Tracking System
Full Name - Team Member #5
*
First
Last
Email - Team Member #5
Phone - Team Member #5
*
Also Enroll Team Member #5 in the Win the Day Goal Tracking System:
Also Enroll Team Member #5 in the Win the Day Goal Tracking System
Full Name - Team Member #6
*
First
Last
Email - Team Member #6
Phone - Team Member #6
*
Also Enroll Team Member #6 in the Win the Day Goal Tracking System:
Also Enroll Team Member #6 in the Win the Day Goal Tracking System
Full Name - Team Member #7
*
First
Last
Email - Team Member #7
Phone - Team Member #7
*
Also Enroll Team Member #7 in the Win the Day Goal Tracking System:
Also Enroll Team Member #7 in the Win the Day Goal Tracking System
Full Name - Team Member #8
*
First
Last
Email - Team Member #8
Phone - Team Member #8
*
Also Enroll Team Member #8 in the Win the Day Goal Tracking System:
Also Enroll Team Member #8 in the Win the Day Goal Tracking System
Full Name - Team Member #9
*
First
Last
Email - Team Member #9
Phone - Team Member #9
*
Also Enroll Team Member #9 in the Win the Day Goal Tracking System:
Also Enroll Team Member #9 in the Win the Day Goal Tracking System
Full Name - Team Member #10
*
First
Last
Email - Team Member #10
Phone - Team Member #10
*
Also Enroll Team Member #10 in the Win the Day Goal Tracking System:
Also Enroll Team Member #10 in the Win the Day Goal Tracking System
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Agency Onboarding - Pro/Elite
"
*
" indicates required fields
Agency Name
*
Agency Owner Full Name
*
First
Last
Agency Owner Email
*
Agency Time Zone
*
Agency Time Zone
Eastern
Central
Mountain
Pacific
Alaska
Hawaii-Aleutian
Number of Team Members
*
Please enter a number from
1
to
10
.
Team Member Information
Full Name - Team Member #1
*
First
Last
Email - Team Member #1
*
Phone - Team Member #1
*
Also Enroll Team Member #1 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #1 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Nov 4-8]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #2
*
First
Last
Email - Team Member #2
Phone - Team Member #2
*
Also Enroll Team Member #2 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #2 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #3
*
First
Last
Email - Team Member #3
Phone - Team Member #3
*
Also Enroll Team Member #3 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #3 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #4
*
First
Last
Email - Team Member #4
Phone - Team Member #4
*
Also Enroll Team Member #4 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #4 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #5
*
First
Last
Email - Team Member #5
Phone - Team Member #5
*
Also Enroll Team Member #5 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #5 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #6
*
First
Last
Email - Team Member #6
Phone - Team Member #6
*
Also Enroll Team Member #6 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #6 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #7
*
First
Last
Email - Team Member #7
Phone - Team Member #7
*
Also Enroll Team Member #7 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #7 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #8
*
First
Last
Email - Team Member #8
Phone - Team Member #8
*
Also Enroll Team Member #8 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #8 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #9
*
First
Last
Email - Team Member #9
Phone - Team Member #9
*
Also Enroll Team Member #9 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #9 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Full Name - Team Member #10
*
First
Last
Email - Team Member #10
Phone - Team Member #10
*
Also Enroll Team Member #10 in:
Check all that apply for this team member.
Win the Day Goal Tracking System
Upcoming Bootcamps
Select All
Select the Bootcamps to Enroll Team Member #10 in:
*
Auto Bootcamp [July 16-18]
Life Sales Bootcamp [Aug 19-23]
Objections Bootcamp [Sept 3-5]
Auto Bootcamp [Oct 21-25]
Life Sales Bootcamp [Nov 4-8]
Life Sales Bootcamp [Dec 9-13]
Enroll this team member in all future Bootcamps
Select All
Δ
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