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What We Cover In This Episode:


Quotes

“We don’t have anything per se where maybe someone has a full steam of momentum, and we want to keep that momentum. These reports are based more on, [the clients] had momentum and now there's a chance they're going to fall off.” [Nick, 7:44]

“I definitely think that these reports, and also your knowledge of your clients, are going to paint that larger picture. Like you said, you should know that Jen went away on vacation last week, and if you don’t, why [don’t you]?” [Megan, 8:30] 

“If you or your instructors know that someone is going on vacation because they told you ahead of time or it came up in conversation, you can put that memo on that person's account, so when you go to the routine breakers report you click in and see that memo.” [Nick, 9:40]

“Once a week I would be looking at the fading clients report, the routine breakers report, the new business report, and the intro offer funnel.” [Nick, 12:41]

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