30 DAY – Assistant Escrow Eclipse Challenge
ACTION ITEM 1 Update/make current Linked In/Facebook/ Instagram
2 Post a picture showcasing a highlight of your day 3 Coordinate with your team a list of clients and targets *** required with 4 Find a piece of content you like in BAM! and share it on your newsfeed. Include hashtags for WFG 5 Connect and engage with someone you’d like to recruit to WFG
GET TO KNOW ME 6 Write a post about something personal or unique that will help clients connect with your team.
7 Recognize someone (and tag them) for the impact they’ve had on your life.
8 Create a team video, post, meme, or gif; post 9 Create a Facebook video talking about something you’ve done to help a client. 10 Take a screenshot of a webinar you attended and discuss something you learned.
CLIENT CONNECTIONS 11 Make a video with your team for a client. Happy Birthday, we miss you, Hi! 12 Connect a new client with your EO/Team 13 Two stories where you have gone above and beyond for a client. Be prepared to share.
14 Connect Co-op clients with a rep during a conversation if you see one isn’t attached in Resware. Introduce new
Work the Escrow 16 Ask 10 clients to complete the customer service score at closing; lender.
17 Ask 10 clients to complete the customer service score at closing; realtor.
18 Ask 10 clients to complete the customer service score at closing; buyer, seller.
19 Create a post about a WFG product and how a client can leverage it
client to reps. 15 Attend an industry function to meet prospective clients or connect with current ones.
20 Ask 5 people for their next transaction for your team.