Producer Board

Training Resources

TDA Professionalism Guidelines
Pre-License Onboarding Calendar

Weekly Activity Calendar

Calendar = Boss (Video)
How to Use The Calendar (Doc)
Weekly Activity Calendar

Qualified Leads

Qualified Leads = Fuel (Video)
Prioritizing Qualified Leads (Doc)

Scripts

Day Care Script
Basic - Schedule the Appointment
Advanced - Schedule the Appointment
Q4 Script

Cadence & Sales Tools

Cadence Cheat Sheet - (8 Steps)
Objection Handling Guide (Coming Soon)
Email Templates (Coming Soon)
Drop By Flyers (Coming Soon)

Activity Tracking