Goal Setting Formula

a)       How much do you want to make this year (Total)?
 
                            ________________________      (Example: $100, 000)
 
b)       What percent of that would you like to come from Referrals? 
 
                            ________________%                  (Example: 10%)
 

1. What is the actual amount you want to receive from Referrals?

 
                            ________________                     (Example: $10,000)
                   (Answer from a x Answer from b)
 
d)       How much do you make on your average sale?
 
                           ________________________      (Example: $1000 per sale ave.)
 
e)       How many referrals need to turn into business to achieve this?
 
                            _______________________        (Example: 10 Referrals)
                          (Answer from c / Answer from d)
 
f)         What is your approximate Close ratio?  

                            _________________________% (Example: 50%)
 
g)       How many total referrals do you need to get to get close to your goals?
         
                           ________________________      (Example: 25+)
                        (Answer from e x 2.5 answer from f)
 
h)       How many referrals do you need to give?
         
                            ______________________          (Example: 25+)
                     (Greater then or equal to the answer from g)
 
Now use the chart to have your goals for each month. (Below)
 
Power Partner Appointments   (Average 2 per week)