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Agent Accelerator Pipefy Setup - Coggle Diagram
Agent Accelerator Pipefy Setup
Form Data
DOB
Spouse Full Name
Spouse DOB
Current Address
2 Emergency Numbers
Sales Data
1 - 10 years of agent sales performance from January to December
1 - 10 years of agent conversion rates
YTD for next 1 - 10 years Metrics from Dashboard
EXP Data
My FLA
FLQ
Get with Stacie for details on Metrics
Tags
Stage
and Split
Opportunity Tag
Wealth Next Tag
Lead Next Tag
EXP Org Size
1-10, 11-25, 26-50, 51-100, 101-200, 201-400, 401-600, 601-800, 800-1000, 1000+, 2000+, 3,000+
2 Dominant Disc Profile
E.g. I/D
DISC
Attachments
Tony Robbins
Other Free DISC Assessment
NEXT Enrollments
Wealth NEXT (Start Date)
Lead NEXT (Start Date)
Opportunity NEXT (Start Date)
Stages & Commission Splits
Leverage Leads Metrics
Lega
Start Date Based on YTD
Production Start Date
Boot Camp Graduation Date
Legacy Start Date
CEO Team Start Date (Ben Kinny Metrics - YouTube Recruiting
Your Opportunity Description
Could be a Tage
Note Area
Area for their Big Why
Improvement Comments