Closed S4E3 · Umer Khan · the toolkit
The half-written scorecard
Your last ten deals, one line each. Then count the ones that were only half written.
| # | Client | Main plan | Add-on offered? | Add-on written? |
|---|---|---|---|---|
| 1 | Yes / No | Yes / No | ||
| 2 | Yes / No | Yes / No | ||
| 3 | Yes / No | Yes / No | ||
| 4 | Yes / No | Yes / No | ||
| 5 | Yes / No | Yes / No | ||
| 6 | Yes / No | Yes / No | ||
| 7 | Yes / No | Yes / No | ||
| 8 | Yes / No | Yes / No | ||
| 9 | Yes / No | Yes / No | ||
| 10 | Yes / No | Yes / No |
Half written: ____ of 10 · Offered, but not written: ____ · Quotes sent on a no: ____
Next ten calls: offer it every time, and score again.
Closed! with Justin Jacobs · a Health Plan Markets show