Sample High Payoff Activity List

Business	Personal
Prepare weekly calendar Post two business and two personal level 1’s Set up referral tracking sheet Create referral request list Ask for two referrals (ea week) Research top 20 (1 hour, twice a week) Identify possible associations Contact weekly newspaper for column Identify two Centers of Influence Meet with Health and Benefits producer Meet with local banker re partnership Schedule client/prospect roundtable Create value added service menu Finalize needs assessment questions Create cross sell spreadsheet Target five cross sell prospects Schedule lunch with Harry Send five pre approach letters (ea week) Make five appointments (ea week) Contact one underwriter (ea week) Check in with Polestar coach at least quarterly Update opportunity pipeline (ea week) Schedule trial assessment with existing client Meet with CSR (ea week) Make a referral to someone else Conduct 3 value added service calls (ea week) Create draft At-a-Glance Strategy and Plan