30 DAY – Assistant Escrow Eclipse Challenge Update/make current Linked CoordinateaPostInstagramIn/Facebook/apictureshowcasinghighlightofyourdaywithyourteam a list of clients and targets *** required with Find a piece of content you like in BAM! and share it on your newsfeed. Include hashtags for WFG Connect and engage with someone you’d like to recruit to WFG Write a post about something personal or unique that will help clients connect with your Createteam.ateam video, post, meme, or gif; postACTION ITEM GET KNOWTOME CLIENT CONNECTIONS Work Escrowthe 1 6 16 Ask 10 clients to complete the customer service score at closing; lender. 11 Make a video with your team for a client. Happy Birthday, we miss you, Hi! 2 3 4 5 7 Recognize someone (and tag them) for the impact they’ve had on your life. 8 9 Create a Facebook video talking about something you’ve done to help a client. 10 Take a screenshot of a webinar you attended and discuss something you learned. 12 Connect a new client with your EO/Team 13 Two stories where you have gone above and beyond for a client. Be prepared to share. 14 Connect Co-op clients with a rep during a conversation if you see one isn’t attached in Resware. Introduce new client to reps. 15 Attend an industry function to meet prospective clients or connect with current ones. 17 Ask 10 clients to complete the customer service score at closing; realtor. 18 Ask 10 clients to complete the customer service score at closing; buyer, seller. 19 Create a post about a WFG product and how a client can leverage it 20 Ask 5 people for their next transaction for your team.
