SINCERE | Daily Activity Tracker
SINCERE|每日活动记录
SECTION A — DAILY ACTIVITY
A 部分 — 每日活动
Proactively Contacted Clients or Prospects (people) / 主动联系客户或潜在客户(人数)
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Appointments Successfully Arranged (count) / 成功安排预约(个数)
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Meetings Completed (count) / 完成面谈(场数)
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Presentations Completed (count) / 完成方案讲解(场数)
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Follow-ups Completed (people or times) / 完成 Follow-up(人数/次数)
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Client Referrals Asked For (times) / 主动争取客户推荐(次数)
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AFYC Submitted Today (RM) / 今日提交 AFYC(令吉)
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Cases Submitted Today (count) / 今日提交案件(件数)
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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
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