REACH Performance

Rep-Owned Self-Gen
Business Plan

Performance First Initiative

Your business plan. This is not simply a form to complete — it is your personal roadmap toward predictable income through self-generated opportunities. Your results will be determined by the activities, habits, and disciplines you commit to below.
i
Representative Information
1
Personal Production Targets
Be specific — your "why" is your fuel.
2
Primary Lead Sources
Lead Source #1
Lead Source #2
Lead Source #3
3
Weekly Activity Plan
List the specific activities you will perform each day (calls, texts, social outreach, referral requests, follow-ups, etc.)
How will you ensure every opportunity gets followed up consistently?
4
Skill Improvement Commitment

The highest earners are constantly improving. Identify the ONE skill that would most improve your results over the next 90 days.

5
Accountability Commitment
I understand that my results are directly tied to my activity, consistency, and execution.
I understand that opportunities within the REACH Performance First Program including Internal Sales opportunities will be earned through demonstrated performance and commitment.
I take full ownership of my business growth and my self-generated results.
6
90-Day Commitment Summary
✓

Plan Submitted

Your business plan has been received and will be reviewed by your manager shortly.
Now go execute.