My Engine
Set your intention for the month — fresh start every time
My WHY this month
My #1 Goal this month
Energy check
Scoreboard
Evaluate last month honestly — numbers don't lie
KPI — Previous Month Results
| KPI | Plan | Reality | % | Reflection |
|---|
3-Month Trend — N-PFA
% of plan achieved. Based on your saved data from previous months.
Monthly Reflection
Performance Formula — Clients
Update your conversion ratios. Green = at or above target. Red = needs attention.
Performance Formula — Recruiting
Track your recruiting funnel — from first call to signed consultant.
Game Plan
Plan based on your updated performance formula — not wishful thinking
KPI Targets — This Month
| KPI | Target | How will I achieve it? |
|---|
Flow Update
Calendar Planning
- Days off planned and blocked in calendar
- System elements (client meetings, service) scheduled
- Educational / training events noted
- Company events noted
Opportunity Hunt
Mine your database — names on paper = meetings in calendar
0%
0 / 0
🎯 Recruitment Call-List
👥 Client Call-List
Weekly Check-in
3 minutes every Monday — keeps you on track all month
Month progress
Week 1 of 4