Team Platinum Resources
Getting Started Documents:
First Steps Game Plan 12/17/18
Manager & Performance Club Chart 4/15/18
10 Core Commitments 6/19/17
Retention Calculator 1/22/17
Commission Calculator 12/19/16
Level Up Promotion (10/1/16)
Atlantis Trip Tracking Sheet (7/19/2016)
20 Reasons why to build your business (3/25/15)
5 Steps to Inviting by Text or Facebook Private Message (6/6/16)
Top 10 List Recruiting Script
The 5 Step Recruiting Process
Small Performance Club KPI Sheets (Updated 8/21/13)
Large 8.5x11 Performance Club KPI Sheet (Added 5/15/14)
"10-in-Play" Follow up Sheets
Performance Club Scorecard (Updated 1/1/14)
7 Habits of a Performance Club Qualifier (Updated 11/11/13)
Feedback & Referral Form" (3/5/16)
Membership Referral Sheet (with Incentive) ( (3/25/15)
Private Business Reception Blitz Tracking Sheet (2/16/15)
Luncheon Blitz Tracking Sheet (3/1/15)
Manager & Performance Club Chart 4/15/18
10 Core Commitments 6/19/17
Retention Calculator 1/22/17
Commission Calculator 12/19/16
Level Up Promotion (10/1/16)
Atlantis Trip Tracking Sheet (7/19/2016)
20 Reasons why to build your business (3/25/15)
5 Steps to Inviting by Text or Facebook Private Message (6/6/16)
Top 10 List Recruiting Script
The 5 Step Recruiting Process
Small Performance Club KPI Sheets (Updated 8/21/13)
Large 8.5x11 Performance Club KPI Sheet (Added 5/15/14)
"10-in-Play" Follow up Sheets
Performance Club Scorecard (Updated 1/1/14)
7 Habits of a Performance Club Qualifier (Updated 11/11/13)
Feedback & Referral Form" (3/5/16)
Membership Referral Sheet (with Incentive) ( (3/25/15)
Private Business Reception Blitz Tracking Sheet (2/16/15)
Luncheon Blitz Tracking Sheet (3/1/15)
Advanced Documents:
Fast Start Factory
PCQ 4Life Tracking Sheet
"Right Now!" Momentum Cycle
How to be a 3-Way Expert (Event Coordinator)
"Sit-Down" Presentation Chart (track how many presentations)
How to Circle Up and Close
"If You Were My Attorney"
101 Reasons you need LegalShield
Placing Philosophy
Free Lunch Invitation for Professionals
Power 20 Factory - 7 Habits of a Power 20 Qualifier (Updated 10/2/2013)
Sample Cancelled Member Letter
Focus 30 Chart (Wide)
Platinum Focus Chart (Big Size) (Updated 7/13/14)
Platinum Focus Chart (Planner Size) (Updated 7/13/14)
RATE Sheet (Updated 12/26/14)
PCQ 4Life Tracking Sheet
"Right Now!" Momentum Cycle
How to be a 3-Way Expert (Event Coordinator)
"Sit-Down" Presentation Chart (track how many presentations)
How to Circle Up and Close
"If You Were My Attorney"
101 Reasons you need LegalShield
Placing Philosophy
Free Lunch Invitation for Professionals
Power 20 Factory - 7 Habits of a Power 20 Qualifier (Updated 10/2/2013)
Sample Cancelled Member Letter
Focus 30 Chart (Wide)
Platinum Focus Chart (Big Size) (Updated 7/13/14)
Platinum Focus Chart (Planner Size) (Updated 7/13/14)
RATE Sheet (Updated 12/26/14)
LegalShield Focus Group Documents:
Prospect Tracking Sheet (Uploaded 8/19/13)
Weekly Activity Report (Uploaded 8/19/13)
LegalShield Social Media Starter Kit (Uploaded 8/19/13)
Weekly Activity Report (Uploaded 8/19/13)
LegalShield Social Media Starter Kit (Uploaded 8/19/13)
Planner Size Documents
10 in Play (Planner size)
Player's Club Scorecard (Planner Size)
Fast Start Factory (Planner size)
Platinum Focus Chart (Planner size)
KPI Sheet (Planner size) (Updated 1/23/15)
Time Picture (My week at a glance)
Blank Calendar
Player's Club Scorecard (Planner Size)
Fast Start Factory (Planner size)
Platinum Focus Chart (Planner size)
KPI Sheet (Planner size) (Updated 1/23/15)
Time Picture (My week at a glance)
Blank Calendar