Weekly Reports Step 1 of 2 50% Who are you?*Choose OneAdrianBriannaBrandonElizaJack Jack KPIsMonthly new revenue (target $8000)*New prospects/presentations/closed accounts this week (Targets 10/7/4)*Property investor connections this week (Target 1)*Bri's KPIsHow much have you closed in premium this month?How much in premium do you have in your pipeline?Brandon KPIsNumber of undelivered policy endorsements*100% of COI's sent out within 24 hours of receiving*Eliza's KPIsHow have you helped Jack retain his clients?*GoalsDid you achieve the goals you set for the week?* Yes No Some of the goals Why didn't you achieve the goals you set at the beginning of the week?*How many prospects did you reach out to this week?*Please enter a number from 0 to 9999.Who did you reach out to this week?*List their individual namesHighs/LowsWeek's LowWhat are some low points you had this week? This can be personal, work-related, or bothWeek's HighWhat are some high points you had this week? This can be personal, work-related, or bothWhat is something that affects you daily/weekly that we could/should change/improve on as an agency?ChangeIf you could change anything about the agency, what would it be?General FeedbackAny concerns, feedback, or other thoughts you want to relay?