Complete Gameplan Financial Getting Started Course 5% Submit Five Carriers through SureLC 10% Join Gameplan Band Chat 2% Log into Curious Camel CRM 1% Attend a Wake Up & Win Sales Call (Live or Replay) 7% Attend First Monday Huddle (Live or Replay) 2%

Study the Gameplan Phone Script (Telesales) 5% Study In‑Home Script 5% Review the “Objection Handling” Library 3% Practice Script with a Partner or Manager 3% Learn the Gameplan Production Tracker 2% Learn to Quote & Present in Curious Camel CRM 3% Learn to Use Insurance Tool Kits 4% Complete Phase 2 Quiz 2%

Make Your First Call 3% Log All Calls in Curious Camel CRM 2% Track All Calls & Apps in the Production Tracker 2% Attend at Least One Team Call Blitz or Power Hour 3% Record & Review a Live Call with Your Leader 3% Reach 25 Calls in a Session 3% Reach 50 Calls in a Session 5% Give Your First Presentation / In‑Home Appointment 4% Give Your 3rd Presentation / In‑Home Appointment 4% Give Your 7th Presentation / In‑Home Appointment 5%

Submit First Application Successfully 35% Confirm First Policy Approval 10% Log Sale Activity in Curious Camel CRM 5% Log Into Carrier CRM & Confirm Policy Visibility 3% Track the Sale to “Issue Paid” Status 7%

Confirm First Commission Deposit 6% Log into the Carrier & Email Commission Statement to [email protected] 2% Found / Placed the Lead → Now in Client Retention Opportunities 3% “I Now Know I Can Do This Over and Over” Declaration 1% Conduct Phase 5 Fast Start Completion Coaching Session 3%