WBU Meeting Prep

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* Your Name *

* Your Email *

* Your Manager's Email *

* Date *

* Reason for rating - Actions completed from previous week, weekly KPIs versus target and ratios, jobs worked vs interviews booked, revenue generated, revenue month to date *

* What did you love...loath... and learn? *

* Asset Management - Copy and Paste your pipeline from Vincere: 1st, 2nd & final interviews: select WBU Asset Management search (Candidates, 1st interviews, Smart View, Public searches), filter my candidates, remove rejected and filter for 3 weeks before today’s date and one week after *

* What deals are you pledging next week? Please list by candidate name, client, fee, probability and any potential deal breakers *

* What actions will you take to increase probability? *

* Interviews for next week – how many are you pledging and which clients/candidates will they come *