How it works
An advisor's sale usually runs in steps: the Set, when someone agrees to meet, the Opening, the Closing, and the signed case. The Opening is the first time you sit down together, in person or on a video call.
It has three jobs. The prospect learns who you are and how you work. You both agree what the meeting is for, such as checking their family's cover or planning for a child's education. And you start the fact-find, because MAS expects the client's circumstances to be collected before you recommend anything.
In ActivityTracker, Opening is one of the activities you log in one tap, between Set and Closing, and it carries the points your team set. The sales funnel counts how many of your Sets became Openings and how many Openings reached a Closing. You'll sometimes hear "opening" used for the first minute of a sales call. This page means the meeting.
Worked example, with made-up rates. Say you want 4 closed cases a month:
- 1 in 2 of your Closings signs, so you need 8 Closings.
- 2 in 3 Openings reach a Closing, so you need 12 Openings.
- 3 in 4 Sets turn up, so you need 16 Sets.
That's 3 Openings a week, from 4 Sets.
Count an Opening on the day it happens. A Set that doesn't turn up still counts as a Set, and it never becomes an Opening.
Where it shows up in your week
Openings are the step most likely to slip when the diary fills with reviews. The activity log records each one in one tap as you leave, and your week adds up on its own.