Sales Activity Planner & Coaching Engine

Reverse-engineer your income goals, calculate weekly capability velocity, and compile formal activity coaching agreements automatically.

Evaluating Weekly Velocity...
Appts Scheduled / Wk 4.0 -
1st Appts Run / Wk 2.8 -
2nd-Step Opps / Wk - -
New Accounts / Wk 0.7 -
Pipeline & Compensation Projections
Period Accts (Avg/Mo | Annual) Annual Premium Advance (65%) QTD Acct Bonus YTD Acct Bonus Total Compensation
Monthly - - - - - -
Annual - - - - - -
Advance = 65% of first-year commission (20% OP rate). New Account Bonus = Colonial Life QTD case-count tier + incremental YTD tier applied to cumulative AP. New Rep Bonus fires in year one only.

Commitment & Coaching Agreement

Minimum required operational baselines generated dynamically from your data targets above.

5-Touch Sales Cadence

Configure your weekly inputs and see exactly how many leads you can work through a full 5-touch sequence, Monday through Friday.

90 LEADS – 5 TOUCH SEQUENCE

All 5 touches completed Monday–Friday

Monday

Touches 1 & 2
Outbound Calls
90
Touch 1
Follow-Up Emails
90
Touch 2
All 90 Leads

Tuesday

Touch 3
In-Person Visits
30
1/3 of Leads
30 Leads

Wednesday

Touch 3
In-Person Visits
30
2/3 of Leads
30 Leads

Thursday

Touch 3
In-Person Visits
30
Final 1/3
30 Leads

Friday

Touches 4 & 5
Follow-Up Calls
90
Touch 4
Follow-Up Emails
90
Touch 5
All 90 Leads
Target Lead Volume
90
Total Weekly Touches
450
Touches Per Lead
5x
Completion Target
100%
Activity-time model only. Add buffer for routing, notes, appointments, prep, and interruptions.