BDC CREATION TOOL

OBTAIN / RETAIN OBTAIN RETAIN The main purpose of the Business Development Center is to aid in Obtaining and Retaining ideal clients. Below is a list of all the possible responsibilities a BDC can have. OBTAIN RETAIN Assistant Sales Manager (Tracking) Assistant Sales Manager (Coaching) Graphic Design / Branding VAS Coordinator (to prospects) VAS Coordinator (keeping promises to clients) Telemarketer Appointment Scheduler (new business) Appointment Scheduler (continuations) Measure / Monitor Meeting Coordinator (prospect seminars) Meeting Coordinator (client seminars & lunches) Relationship Management (prospects, insurance companies, COI) Relationship Management (clients, fellow employees, insurance companies) Advertising Proposal Development InCite Coordinator Practice Organizer / Facilitator Researcher Pipeline Management

IDENTIFY & RANK RANK FUNCTION On the previous list, cross off the items that your Agency already does well and that do not need to change. Are there any items that could be added? List and rank the remaining items. RANK FUNCTION

ASSIGN RESPONSIBILITIES Now that you have identified and ranked all the functions your BDC will be responsible for, it is time to assign those responsibilities to specific people. FUNCTION WHO? IMMEDIATE IMPACT KEY 3 FIRST STEP