Routine template for managers
Sales coaching cadence that reminds you when each one is due
Every advisor seen weekly, the numbers read daily, the team met monthly, recruits called every week.
- 7 routines
- 3 at a set time
- Reminders when they are due
Coaching cadence
Days and times are the pack's own. Change any of them after you add it.
- Read the team's numbersEvery weekday at 8:30
- One-on-ones with every advisor5 times a weekLog one rep per advisor seen.
- Joint appointment with an advisorOnce a week
- Recruiting conversations3 times a week
- Run or attend a training slotEvery Wed at 9:30
- Monthly team meetingEvery month on the 1st at 9:00
- Quarterly business reviewEvery quarter on the 5th
About this pack
A manager's override is earned in the routines: the daily read of the team's numbers, one-on-ones every week, a joint appointment a week, recruiting conversations, and the monthly team meeting that is never skipped.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Coaching cadence and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
Packs like this one
Names sourced, coffees held, the pipeline moved, an opportunity evening every month.
5 routinesThe six routines a working week is built on: calls, follow-ups, appointments, practice, the pipeline, referrals.
6 routinesDials, conversations, messages and a Friday count: the numbers that fill a calendar.
6 routines
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.