Hey Wayne I give my advisors a daily production sheet that they must turn in daily. It includes things like:

 

1. Follow up phone calls to past FTA's (3 Daily - must make contact)

2. Calling appointment reminders (3 Daily - Must make contact)

3. Calling last weeks customers to say thank you (3 Daily must make contact)

4. Calling customers who have Previous recommendations (3 daily must make contact)

 

what I mean by must make contact is if they call someone and just left a message it does not count, they must actually make contact with the person for it to count.

I hope this helps, this is just a few things that I include in there daily production sheet.

Thanks for the info great suggestion.

Good ideas for service writers to be doing.