BIG News: We changed the corporate name to SAMUSA to reflect our patriotic values and how we can inspire and empower you to achieve the American Dream.
8.5″ x 11″ wire-bound 12 Month Annual Planning Calendar for January-December, 1″ thick, Dark blue wraparound cover with gold foil stamping.
This planner is for experienced Agents & Advisors focused on results and has our most comprehensive sections for business planning, referrals, client progress and production.
$42.00
The Practice Development Planner uniquely addresses the needs of an experienced producer looking to take their practice to the next level. It has a greater emphasis on quality of activity (versus quantity) centering around the four cornerstones of practice development: self, client, business and market. This one-of-a-kind tool also has our annual business planner built-in, including quarterly reviews, and will help veterans move forward in an organized, thorough and professional way. Trademark Layout
The SAM Planner is like no other tool you’ve ever used. You’ll start by setting goals to ensure that you’re clear on what you want to achieve, why, and how you’re going to get there. Make sure to give this section the attention it deserves—be specific and honest about where you want to be and what you’re willing to do to get there. Our Planner will help hold you accountable.
Once you’ve defined your goals, you’ll move into the meat of the planner: Week-at-a-Glance pages that turn your personal business goals into a scorecard that keeps your eye on the prize and gives you the tools you need to optimize your activities for the greatest return.
In the Business Management section, we share detailed pipeline tracking forms to follow your customers from the prospect stage, through the initial client stage, and all the way through to a successful client relationship. The video to the left introduces you to each section of the SAM Planner. Check it out to learn in detail what it’s like to use the SAM Planner to transform your business.
Sales Activity Management has solutions designed to help producers SUCCEED and managers LEAD. Ready to improve your sales? Let’s talk about how SAM can help. Let us inspire you!
Sales Activity Management, Inc. – A patriotic, faith-based company
2023
