CaptainDue DateETBRsStatusExpected ResultArenaObjectiveEdit/Details
1
4
FulfilledComplete Marketing Funnel MMS Business Run Better… 120854 Edit Entry
1
2
FulfilledGeneral Tasks Business Run Better… 120854 Edit Entry
1
3
Backlogz Lunch&Learn Inspired Marketing Business Run Better… 120854 Edit Entry
1
1
Backlog99.0 General - System QuickHits. Business Run Better… 45583 Edit Entry
1
1
Backlog03.0 Online Training on all Active Arena Pages Business Run Better… 45583 Edit Entry
31
1
BacklogStandardization of Sales Process and Cadence Preferred Insurance Center 78761 Edit Entry
1
1
Backlog010 DayMaster Ready & Full System Course Outlined. Business Run Better… 45583 Edit Entry
1
1
BacklogLT Improvement - Not Minimally Necessary.. Business Run Better… 45583 Edit Entry
1
1
Backlog99.0 HR2Team Ready & Full Course Outlined. Business Run Better… 45583 Edit Entry
1
1
Backlog06.0 Path Set New Employee.. Business Run Better… 45583 Edit Entry
28
1
Backlog12 Create PIC Pluses Optimization Process for PIC Preferred Insurance Center 21614 Edit Entry
37
1
BacklogAdjusting Numbers in 360 for profit Preferred Insurance Center 56470 Edit Entry
37
1
BacklogContingency plan for KP? Preferred Insurance Center 45826 Edit Entry
28
7
Backlog02.0 Quotes4Causes & Other Improve Lives Stuff. Preferred Insurance Center 21614 Edit Entry
1
4
BacklogHost A Speaker Series - Fun - Regular - Social - Meaningful Business Run Better… 120854 Edit Entry
1
2
Backlogz05.0 Monthly RightNow view & discussion group Business Run Better… 120854 Edit Entry
1
1
BacklogZ PL Marketing Ideas Preferred Insurance Center 80716 Edit Entry
1
1
Backlog01.2 Long-Term - Will Implement. Business Run Better… 45583 Edit Entry
1
1
Committed01.1 Error Corrections & Function Fails Business Run Better… 45583 Edit Entry
1
1
Backlog01.3 Wish List - Possibilities.. Business Run Better… 45583 Edit Entry
1
1
BacklogSuccessful Mental Health May Preferred Insurance Center 21614 Edit Entry
1
3
Backlog001.0 Partner Administration Setup & Functioning Business Run Better… 6819 Edit Entry
1
1
Begun70.5 General Marketing Actions Business Run Better… 120854 Edit Entry
1
2
BacklogDevelop Needs Analysis Platform Business Run Better… 120854 Edit Entry
25000257
1
BacklogEmployee roles and job desc. completed VentureLINX Career Academy 78375 Edit Entry
3708/17/2022
3
FulfilledComplete/Review "Success Setup" as a team Preferred Insurance Center 78255 Edit Entry
1
1
Committed04.9 Coaching Actions Preferred Insurance Center 21614 Edit Entry
37
1
Backlog2.5 Find ways to get shout-outs and introductions Preferred Insurance Center 80716 Edit Entry
1
3
BacklogAndrea Cahill safety - threatening - armed training Preferred Insurance Center 21614 Edit Entry
28
1
Backlog05.0 General contests, activities & events Preferred Insurance Center 21614 Edit Entry
1
1
Begun99.1 General Marketing Items Preferred Insurance Center 80716 Edit Entry
42000318
1
BegunHave 2 blog articles per omth Preferred Insurance Center 80716 Edit Entry
14105/21/2022
1
FulfilledReview HR2Team and make Recommendations Business Run Better… 67319 Edit Entry
1
1
Backlogjust a test Business Run Better… 6814 Edit Entry
107/11/2022
1
FulfilledOutline system for onboarding & training teammates Preferred Insurance Center 85214 Edit Entry
1
5
Backlog02 Referral Exchange With Financial Counselor - Sanford Preferred Insurance Center 80716 Edit Entry
37
1
BacklogC02.1 Promote LH & PC Cross Sell Preferred Insurance Center 80716 Edit Entry
42000318
2
BacklogPL 4: Newly Weds or Newly Engaged: Courtney & Austin Preferred Insurance Center 80716 Edit Entry
42000318
4
BacklogPL 1: 5 Quote Req / Month First Time Home Buyer - Matt & Taylor Preferred Insurance Center 80716 Edit Entry
42000318
2
BacklogPL 5: New job or promotion - Review Finances - Todd & Michelle Preferred Insurance Center 80716 Edit Entry
42000318
3
BacklogPL 3: Child learning to drive - Joe, Gina and Nora Preferred Insurance Center 80716 Edit Entry
1
1
Backlog05.3 Sales Actions Christian Teams Excel 168339 Edit Entry
42000318
4
BacklogPL 2: 10 Qot Req/Mon Life Has Changed - Has Your Life Insurance - Dusting & Alyssa Preferred Insurance Center 80716 Edit Entry
3108/05/2022
1
FulfilledAgree on CL KPI Preferred Insurance Center 78761 Edit Entry
1
2
TrashRecruit Farm Producer. Preferred Insurance Center 83692 Edit Entry
1
6
Backlog04.3 Write Christian Training Manual & Meetings Christian Teams Excel 168339 Edit Entry
1
1
BacklogiPhone Arena app needs work Preferred Insurance Center 6814 Edit Entry
1
7
Backlog09.0 Finish Risk Management Implementation. Business Run Better… 6819 Edit Entry
1
3
BacklogConsolidate markets - better service & relationships Preferred Insurance Center 133055 Edit Entry
141
13
Backlogcreate list of MMS Lead Generators Business Run Better… 120854 Edit Entry
CaptainDue DateETBRsStatusExpected ResultArenaObjectiveEdit/Details