Your Sales Launch
Playbook
Everything you need in your first week at Uplift Agencies — the checklist, the daily plan, and the dialing habits that actually write policies.
Your Sales Launch Checklist
Before you start calling, complete these six steps in order.
Review your numbers with your manager
Bring your tracker. We'll dial in your activity together.
Book review callYour First Week Game Plan
A simple seven-day rhythm to build activity, sharpen your script, and write your first policies.
- 1Day 1
Set up tools, buy leads, review the script.
- 2Day 2
Log onto Zoom. Complete your first call block and track every result.
- 3Day 3
Review objections and improve your opening.
- 4Day 4
Increase call volume and follow up with interested leads.
- 5Day 5
Review your tracker with your manager.
- 6Days 6–7
Adjust lead strategy, improve script confidence, and prepare for week two.
Dialing Tips
The habits separating top Uplift agents from everyone else.
Triple dial, 3–8 times a day
Call each lead 3x per attempt. You're not calling too much — the lead requested this information and top agents call at this level.
Switch your number if pickups drop
Most dialers and CRMs let you rotate caller ID. Try a new number before blaming the list.
Aim for a one-call close
Appointments frequently no-show. The best time to write a policy is right now, on this call.
Always use your script
Do not wing the conversation. The script is what's working — trust it and run it.
300 dials a day minimum
If you didn't get a sale, increase your dials. Goal: at least one policy written every day.