Monthly Accountability Form

First Name, Last Name
Your Email Address: Once you submit this form, you will receive a copy via email.
Month: Select the month for which you are reporting
Total Receivables
(As of the first of the month)		 Total Receivables as of the 1st
Total Sales
(Business closed)		 Total Sales for the month - Business closed
Total Cash Flow i.e. Cash Received for the month
Total Receivables
(As of the last day of the month)		 Total Receivables as of the 30th or 31st
New Qualified First Appointments New qualified 1st Appts completed for the month
Number of Clients Closed Number of Clients Closed For The Month
Qualified Hot Introductions Qualified Hot Introductions For The Month
Total Introductions in the Bank Total Introductions
COMMENTS:

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