This weekly report should be filled out by new producers and submitted to their sale coach at CIB.
Prospecting Activity
- Number of Calls
- Number of Contacts Made
- Number of Appointments Set
- Number of X-dates
Appointments Set (enter name and appointment date)
Also include a little about your new meetings from the prior week
Pipeline (total number of accounts submitted waiting for quotes)
Just provide the number here.
Prospecting challenges encountered (to discuss with CIB Sales Coach)
Give a brief breakdown of some of the challenges you encountered during the week.
To download a pdf of the document, click here.
