Setter End Of Day Report

Full Name *

Today's Date *

What grade would you give yourself on your ENERGY today? *

What grade would you give yourself on your BIOLOGY today? (Food, Water, Exercise, Sleep): *

What grade would you give yourself on your FOCUS? *

Admin Tasks

Daily Expectations

Daily Expectation tasks all completed (Leave note below if not done + why) *

Setter Tracker

Did you fill out your setter tracker? *

Yes

Did you organize the pipeline by: Making sure leads aren't stuck in "Hot Leads" or any other stage, moving fake leads to lost, moving leads stuck in the call booked stages that haven't been moved? *

Yes

Did you update the call status by moving the pipeline stage for all leads booked on your calendar for today? *

Yes

Stats Summary

Total Dials Made *

Intros Scheduled For Today: *

Intros Showed *

Total Calls Connected *

Intros Booked From Dialling The Pipeline & Outbound *

Demos Scheduled From Intros + Triage Calls *

Sales Reflection

Grade yourself 1-10
(Anything below a 7 needs an explanation in your overall summary)

Discovery *

Tonality *

Questions Asked (Quality) *

Objection Handling/Prevention *

Connection with Prospects *

Reflection & Roll Up

Whats ONE thing that will make you (or our company / systems in general) 1% better we can implement OR remove? *

Additional notes, fires, problems, wins...