Mid-Year Reset
Ten minutes. Q1 and Q2 review. Q3 and Q4 plan. Done. By the end of this prework, you will have your mid-year brief ready for your Reset.
Who are we working with?
Your name and email so we can save your brief and your facilitator can find you in the room.
Did you attend the Business Planning Clinic this fall?
Your answer shapes which numbers we ask for and how your brief compares to your Plan.
Which best describes you today?
This shapes which modules and pod we recommend.
How do you feel about your year so far?
Gut feeling. We'll get to the numbers in a minute.
Your single biggest Q1 and Q2 win.
One sentence. Anything that went well, big or small. Name it before we get into the gaps.
Your single biggest Q1 and Q2 challenge.
One sentence. The thing that has been eating you. Honesty here makes the Reset useful.
Your Q1 and Q2 GCI
Gross commission income year-to-date through June 30. If you don't know the exact number, estimate.
Q1 and Q2 units closed
How many sides closed through June 30.
Your Q1 and Q2 conversion rates
Estimate if you have to. Benchmarks shown in gray.
Your biggest Q1 and Q2 expense category.
Pick the one that has hurt your P&L most.
Your database
Active database in your CRM. People you can actually contact.
What is your biggest Q3 and Q4 gap?
Of everything you have looked at so far, which one matters most? Pick one.
Your one question.
If you could ask one question and get a real answer at the Reset, what would it be?
Pick your Q3 and Q4 posture.
On the next screen you choose one. Read these first.
Which posture for Q3 and Q4?
There are no wrong answers. Be honest with yourself.
Why this posture?
One sentence on why this is the right call for you. The facilitator will see this.
Your commitment level.
How present will you be for the 90-day phase that follows the Reset?
Review your answers.
Quick scan. Tap any to edit. When you're ready, generate your brief.
Your brief is ready.
Four pages, generated from your answers. View it, save it as PDF, or print it. Bring it to your Reset.
Mid-Year Reset
Bring this to your Reset. Your facilitator already has a copy.
An Agent Growth 365 program. Built on The Plan, The GPS, and The 4-1-1.
Coach's Read
Q1 and Q2 Snapshot
The Gut Check
Pulse
By the Numbers
Conversion Rates (Q1 and Q2 actual vs benchmark)
The Win
The Challenge
The Gap and the Question
Biggest Q3 and Q4 Gap
Gap
Biggest Expense Category in Q1 and Q2
Expense
One Question for the Reset
This single question is the most useful thing your facilitator will see before the room starts. Be sure it is the right one. You can refine it any time before the Reset by re-running this prework.
Your Q3 and Q4 Posture and Commitment
Why This Posture
90-Day Commitment Level
Level
Description
What Happens Next
- Bring this brief to your Reset.
- Work through The GPS with your facilitator.
- Leave with a recalibrated Q3 and Q4 plan and Week 1 of a fresh 4-1-1.
- Join a peer pod and schedule 30/60/90 check-ins before you leave the room.
- Run the 90 days through end of Q3. Land September 30 with momentum.