ION MONTHLY TEAM GOAL FORM

Full Name *

Team Name *

Month You're Setting Goals For *

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) *

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? *

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 *

Retention *

Training *

Shadowing *

Culture *

Delegation *

Accountability *

General Team Morale *

Managers' Personal Sales *

____________________

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!