Weekly Business Update Meeting

Weekly Business
Update Meeting

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* Your Name *

* Your Email *

* Your Manager's Email *

* Name of person to be reviewed *

* Today's date *

Managers – remember to have this week and last week’s prep email to hand for the person you are reviewing

Review the week:

Tell them what you think of the rating and why:

• Feedback on completion of last week’s actions
• Weekly KPIs versus targets, ratios, jobs worked vs interviews booked, revenue generated, revenue month to date

* What needs improving next week? How will they do that? *

Asset Management:

Review their pipeline:

What are the strengths, weaknesses, opportunities and threats of each candidate?

* Record asset management actions here: *

Deals - ask what they are pledging next week?

Review the probability of each deal and agree actions to increase the probability.

* List all pledge actions below: *

Interviews for next week

How many they are pledging and which clients will they come from?

* Discuss how to increase the number of interviews and document actions below: *

Managers – remember to have this week and last week’s prep email to hand for the person you are reviewing

Asset Management:

Deals - ask what they are pledging next week?

Interviews for next week

Please copy and paste your Trudi email and their prep email onto the person’s Breath record straight after this meeting!

Weekly Business
Update Meeting