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SINCERE | Daily Activity Tracker SINCERE|每日活动记录

SECTION A — DAILY ACTIVITY
A 部分 — 每日活动

Agent Name / Agent 姓名

Activity Date / 活动日期

Proactively Contacted Clients or Prospects (people) / 主动联系客户或潜在客户(人数)

Appointments Successfully Arranged (count) / 成功安排预约(个数)

Meetings Completed (count) / 完成面谈(场数)

Presentations Completed (count) / 完成方案讲解(场数)

Follow-ups Completed (people or times) / 完成 Follow-up(人数/次数)

Client Referrals Asked For (times) / 主动争取客户推荐(次数)

AFYC Submitted Today (RM) / 今日提交 AFYC(令吉)

Cases Submitted Today (count) / 今日提交案件(件数)

SECTION B — NEXT ACTION
B 部分 — 下一步行动

My Most Important Next Action Today / 今天最重要的下一步行动