ION MONTHLY TEAM GOAL FORM

Full Name *

Team Name *

Austin
Charlotte
Chicago
Cincinnati
Colorado Springs
Columbia
Columbus
Denver
Dallas (Rob)
DFW (Matt)
Houston
Las Vegas
NOVA
New Mexico
North Denver
Oklahoma
Peninsula
Portland
Pueblo
Raleigh
Richmond
SLC
STX
The Capital
Tulsa
Utah
Virginia Beach
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Month You're Setting Goals For *

January
February
March
April
May
June
July
August
September
October
November
December
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TEAM GOALS

RFP's *

Sits *

Sales *

Sit Rate *

Close Rate *

Net Sale Rate *

Total Active Setters (2 RFP's) *

Total Active Closers (1 Sale) *

How many reps have submitted their personal goal? *

How committed do you feel each rep is to hitting their personal goal? (1=Not Committed At All, 10=Fully Committed) *

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2
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10
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MANAGER'S PERSONAL SALES GOALS

Manager Name *

Sales *

Manager Name

Sales

Manager Name

Sales

Manager Name

Sales

RECRUITING AND GROWTH GOALS

Total Signed Reps *

Field Generated Signed Reps *

New Reps with an RFP *

New Reps With A Sale *

Who are our high potential people that we're going to invest in next month? *

Who was a rep we helped get through a tough time last month and how did we help them? *

DISCUSSION

Is our team pacing to hit THIS month’s sales goal? *

Yes
No
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If no, why not? *

Where was there disconnection and disorganization this month? *

Please rate your team on a scale of 1-10. (1=Worst, 10=Best)

Recruiting *

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10
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Retention *

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10
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Training *

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10
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Shadowing *

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10
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Culture *

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10
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Delegation *

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10
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Accountability *

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10
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General Team Morale *

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10
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Managers' Personal Sales *

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10
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____________________

What qualitative goals do you have for the month? (Ex: call new reps daily, improve relationships through team hangouts, etc.) *

What, if anything, will be different next month that will POSITIVELY affect performance? (New group starting? Rabbit back from long vacation, etc.) *

What, if anything, will be different about next month that will NEGATIVELY affect performance? (Rabbit leaving out of town, etc.) *

Per Rep Average: How are we going to get our current people to produce more? *

What can ION be doing better to help your team? *

Thank you for taking the time to fill this out and good luck next month!