Everything You'll Need for a Successful Stock Sale

SEVEN STEPS
1. Recruit Team

2. Customize templates

3. Pre-blitz Promotion

4. Phone Blitz Set-up

5. Phone Blitz

6. Post-blitz Follow-up

7. Shareholder Reception

Step 1: Recruit Team
In the first step, you'll learn the three roles of your team: the coordinator, the coaches and the callers. Your first step will be to recruit these people and schedule them for the stock sale. We'll provide all the tools you'll need.

Tools provided for Step 1:

• Formula for number of each role
• Formula to determine calling shifts
• Shift sign-up sheets