Dear Friend,As the year heads rapidly towards its close, I thank you for taking the time to explore the user tips, best practices, and inspirational news that make up this issue of the SAM Report. My goal is that we move into 2009 continuing to provide information that you will find educational, inspiring, and valuable to your business. Moreover, in planning for the year ahead, we are eager for your feedback and comments, as we strive to make the end of 2008 focused on reflection and growth.
We urge you to do the same within your business, and we promise to do our part in providing a full menu of services and solutions to your sales activity management needs.
Please have a wonderful and safe holiday season. And please be sure to share your comments and inspiration directly with our team.
Stay Inspired,
Mickey Straub
President
Sales Activity Management, Inc.
Newsletter contributors include Maris Haster, VP of Client Development Services; Holly Heller, Editor; Mickey Straub, President.
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Annual Business
Planning Tips
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Advice in Activity Management
Many new producers may be able to make MDRT level production on their sales ability, but to make Court and Top of the Table production and beyond, producers need to be
in the “business of business management”.
To do so, one of the best habit’s a producer should establish is the building of an Annual Business Plan, and to review it through out the year with a manager, mentor or coach.
This is a critical step of working “ON” the business, not just “IN” it.
Here are some best practices that we hope you find helpful as you plan your success for 2009.
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Three Gifts in Three Minutes
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Mickey’s Corner
Have you ever been to a motivational seminar, and heard the speaker ask, “How many of you want to become more successful?” I love that question because it makes about as much sense to ask as this one, “What would you rather breathe, oxygen or anthrax?”
Of course you want to become successful! No one really wants to be a failure, or at least, no one that I know of. The fact is, if you didn’t want to be successful, you would not have chosen to be in the financial services profession and you would not be reading this today.
 In exchange for three minutes of your time, I’d like to extend three gifts in the form of quotes that I believe will help you capture that success by putting you in control of your life and career.
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Putting Reports on Autopilot
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eScoreBoard Tips & Tricks
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It takes just a few quick steps to schedule reports to be delivered directly to your email, either personal or business!
Clicking on the blue  tab, you will find the  sub-tab enables you to edit, delete, or modify
the scheduled reports that are sent to the indicated email addresses.
Step-by-step guide to putting your reports on autopilot
and getting the most out of your eScoreBoard!
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Order now at www.SAMbook.com
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Planners ship within 24 hours of ordering, so you still have time before 2009!When ordering, remember that our planners can be tailored to fit the needs and look of your organization. Customizable features include:* Company Names *
* Cover Designs *
* Custom Categories *
* Inserts *
* Logo & Branding *
Account managers are available for same-day quotes on custom planner. To see what planners are right for you, please review our Planner section of our website www.SAMbook.com. |
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