Guides
Sales guides for teams that sell by the week
Each guide gives the figure from its source, what counts toward it and what to do next.
Run the team
Seven sales KPIs with formulas, targets set from your own numbers, and a one-page weekly sheet.
The six counts to track, the rates between them, and the sums from a target back to this week's calls.
A 30-minute weekly sales meeting agenda to copy, what to send first, and what to keep out.
A weekly loop for holding reps to their number, what to say after a miss, and what to write down.
Why a team goes flat, targets reps believe, a weekly routine, and rewards that cost little.
What to give points for, five contest formats, what the research found, and how to stop reps gaming it.
Find new business
How to prepare, open and ask for the meeting, what to say to a brush-off, how many calls one meeting takes, and Singapore's Do Not Call rule.
What prospecting is, six ways to find new customers, how to qualify them, how many calls a week needs and what to check with each rep.
How to build a sales cadence: touches, gaps, three examples, and Singapore's Do Not Call rules.
Six stages with an exit rule for each, who does what on a small team, where deals stall, and the weekly numbers that show it's working.
For insurance agencies
The 2027 Singapore figures from MDRT's own rulebook, what counts, COT and TOT, and the 15 March 2027 deadline.
Who to look for, what MAS requires before they can advise, what to say about money, and a first 90 days to copy.
Where new clients come from, a weekly number for each adviser, how to ask for referrals, and Singapore's Do Not Call rules.
A weekly activity number from your own rates, what to do about refusals and lean months, and what to ask your manager for.
What advisers can use AI for, what stays out of public tools, what MAS's guidelines say, and a team rule to copy.
See this week's numbers while they can still change.
30 minutes. You choose the day and the time.
30 minutes. You choose the day and the time.