Captain | Due Date | ETBRs | Status | Expected Result | Arena | Objective | Edit/Details |
---|---|---|---|---|---|---|---|
1 | 4 | Fulfilled | Complete Marketing Funnel MMS | Business Run Better… | 120854 | Edit Entry | |
1 | 2 | Fulfilled | General Tasks | Business Run Better… | 120854 | Edit Entry | |
1 | 3 | Backlog | z Lunch&Learn Inspired Marketing | Business Run Better… | 120854 | Edit Entry | |
1 | 1 | Backlog | 99.0 General - System QuickHits. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | 03.0 Online Training on all Active Arena Pages | Business Run Better… | 45583 | Edit Entry | |
31 | 1 | Backlog | Standardization of Sales Process and Cadence | Preferred Insurance Center | 78761 | Edit Entry | |
1 | 1 | Backlog | 010 DayMaster Ready & Full System Course Outlined. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | LT Improvement - Not Minimally Necessary.. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | 99.0 HR2Team Ready & Full Course Outlined. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | 06.0 Path Set New Employee.. | Business Run Better… | 45583 | Edit Entry | |
28 | 1 | Backlog | 12 Create PIC Pluses Optimization Process for PIC | Preferred Insurance Center | 21614 | Edit Entry | |
37 | 1 | Backlog | Adjusting Numbers in 360 for profit | Preferred Insurance Center | 56470 | Edit Entry | |
37 | 1 | Backlog | Contingency plan for KP? | Preferred Insurance Center | 45826 | Edit Entry | |
28 | 7 | Backlog | 02.0 Quotes4Causes & Other Improve Lives Stuff. | Preferred Insurance Center | 21614 | Edit Entry | |
1 | 4 | Backlog | Host A Speaker Series - Fun - Regular - Social - Meaningful | Business Run Better… | 120854 | Edit Entry | |
1 | 2 | Backlog | z05.0 Monthly RightNow view & discussion group | Business Run Better… | 120854 | Edit Entry | |
1 | 1 | Backlog | Z PL Marketing Ideas | Preferred Insurance Center | 80716 | Edit Entry | |
1 | 1 | Backlog | 01.2 Long-Term - Will Implement. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Committed | 01.1 Error Corrections & Function Fails | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | 01.3 Wish List - Possibilities.. | Business Run Better… | 45583 | Edit Entry | |
1 | 1 | Backlog | Successful Mental Health May | Preferred Insurance Center | 21614 | Edit Entry | |
1 | 3 | Backlog | 001.0 Partner Administration Setup & Functioning | Business Run Better… | 6819 | Edit Entry | |
1 | 1 | Begun | 70.5 General Marketing Actions | Business Run Better… | 120854 | Edit Entry | |
1 | 2 | Backlog | Develop Needs Analysis Platform | Business Run Better… | 120854 | Edit Entry | |
25000257 | 1 | Backlog | Employee roles and job desc. completed | VentureLINX Career Academy | 78375 | Edit Entry | |
37 | 08/17/2022 | 3 | Fulfilled | Complete/Review "Success Setup" as a team | Preferred Insurance Center | 78255 | Edit Entry |
1 | 1 | Committed | 04.9 Coaching Actions | Preferred Insurance Center | 21614 | Edit Entry | |
37 | 1 | Backlog | 2.5 Find ways to get shout-outs and introductions | Preferred Insurance Center | 80716 | Edit Entry | |
1 | 3 | Backlog | Andrea Cahill safety - threatening - armed training | Preferred Insurance Center | 21614 | Edit Entry | |
28 | 1 | Backlog | 05.0 General contests, activities & events | Preferred Insurance Center | 21614 | Edit Entry | |
1 | 1 | Begun | 99.1 General Marketing Items | Preferred Insurance Center | 80716 | Edit Entry | |
42000318 | 1 | Begun | Have 2 blog articles per omth | Preferred Insurance Center | 80716 | Edit Entry | |
141 | 05/21/2022 | 1 | Fulfilled | Review HR2Team and make Recommendations | Business Run Better… | 67319 | Edit Entry |
1 | 1 | Backlog | just a test | Business Run Better… | 6814 | Edit Entry | |
1 | 07/11/2022 | 1 | Fulfilled | Outline system for onboarding & training teammates | Preferred Insurance Center | 85214 | Edit Entry |
1 | 5 | Backlog | 02 Referral Exchange With Financial Counselor - Sanford | Preferred Insurance Center | 80716 | Edit Entry | |
37 | 1 | Backlog | C02.1 Promote LH & PC Cross Sell | Preferred Insurance Center | 80716 | Edit Entry | |
42000318 | 2 | Backlog | PL 4: Newly Weds or Newly Engaged: Courtney & Austin | Preferred Insurance Center | 80716 | Edit Entry | |
42000318 | 4 | Backlog | PL 1: 5 Quote Req / Month First Time Home Buyer - Matt & Taylor | Preferred Insurance Center | 80716 | Edit Entry | |
42000318 | 2 | Backlog | PL 5: New job or promotion - Review Finances - Todd & Michelle | Preferred Insurance Center | 80716 | Edit Entry | |
42000318 | 3 | Backlog | PL 3: Child learning to drive - Joe, Gina and Nora | Preferred Insurance Center | 80716 | Edit Entry | |
1 | 1 | Backlog | 05.3 Sales Actions | Christian Teams Excel | 168339 | Edit Entry | |
42000318 | 4 | Backlog | PL 2: 10 Qot Req/Mon Life Has Changed - Has Your Life Insurance - Dusting & Alyssa | Preferred Insurance Center | 80716 | Edit Entry | |
31 | 08/05/2022 | 1 | Fulfilled | Agree on CL KPI | Preferred Insurance Center | 78761 | Edit Entry |
1 | 2 | Trash | Recruit Farm Producer. | Preferred Insurance Center | 83692 | Edit Entry | |
1 | 6 | Backlog | 04.3 Write Christian Training Manual & Meetings | Christian Teams Excel | 168339 | Edit Entry | |
1 | 1 | Backlog | iPhone Arena app needs work | Preferred Insurance Center | 6814 | Edit Entry | |
1 | 7 | Backlog | 09.0 Finish Risk Management Implementation. | Business Run Better… | 6819 | Edit Entry | |
1 | 3 | Backlog | Consolidate markets - better service & relationships | Preferred Insurance Center | 133055 | Edit Entry | |
141 | 13 | Backlog | create list of MMS Lead Generators | Business Run Better… | 120854 | Edit Entry | |
Captain | Due Date | ETBRs | Status | Expected Result | Arena | Objective | Edit/Details |