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Consultant Progress Report
Welcome to TPSC Consultant Progess Report Form.
This form should be completed weekly, with at least one sales lead included. Add multiple leads by clicking “Add” after each.
Contact
admin@theprivatesalecompany.co.nz
if you have any questions.
Please enable JavaScript in your browser to complete this form.
Consultant Name
*
database Status name
Consultant Region
*
Select Region
Northland
Auckland
Waikato
Bay of Plenty
Gisborne
Hawke's Bay
Taranaki
Manawatū-Whanganui
Wellington
Tasman
Nelson
Marlborough
West Coast
Canterbury
Otago
Southland
Date of Report
*
Summary of week's actions
*
New Lead Details
Lead name
*
Property Address
*
Email
*
Phone
*
Current Status
*
Signed up
Booked sign-up meeting
Ready to book sign-up meeting
Follow up (please add more info)
More information
Complete if status is "follow up"
Communication to date
*
Next Steps
*
Add dates and who is actioning where possible
Add
Remove
Attach your database pdf
Click or drag a file to this area to upload.
Submit Report
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