Free Template Tuesday Download Now Available Starting September 13, 2022
Every week inside the free VIP Resource Library, I give away one (or more) templates from the 401k Business in a Box Library (normally only available inside the paid program).
Here is this week’s free template.
Grow/ Manage Your Business:
Prospect Drip Program Planning Spreadsheet
Inside the Prospect Drip Content in a Box Complete Kit, you’ll find a tracking / planning spreadsheet to help you plan out your 401k prospect pipeline process.
The sample drip schedule and tracking spreadsheet gives you:
- A sample 12-month process using the content available in the Prospect Drip Content file as an example
- What format to communicate to plan prospects
- Suggestion for how often to send information to prospects
- A spreadsheet for you to plan out what you’ll send, and a method to track what’s been communicated
Today you can access the Prospect Drip Program Planning Spreadsheet. Just log into the Free Resources VIP Library to access.
If you’re not already a member of the VIP Resource Library, click here to join now (it’s free).