SALES TEAM PRODUCTIVITY ASSESSMENT My Sales Team Productivity Area Danger Opportunity Strength Impact (Cost) On Time ☐ Higher Level of Accounts Annual Planning Quarterly Planning Monthly Planning Weekly Planning Daily Prioritization Niche Development Retention MAS/TAS Integrated Solutions Highest & Best Use of Talent Page 1 of 2

SALES TEAM PRODUCTIVITY ASSESSMENT My Sales Team Productivity Area Danger Opportunity Strength Impact (Cost) 80/20 Review ☐ Super Qualifying Reduction in Meetings Referrals & Introductions Stewardship Team Selling Training Personal Development Increased Conversion Skills Increased Closing Skills Prospecting Preparation Expanding Networks Improved Presentation Skills Page 2 of 2

Producer Name: _____________________ INDIVIDUAL PRODUCER PRODUCTIVITY ASSESSMENT Producer Name: _____________________ Productivity Area Danger Opportunity Strength Impact (Cost) On Time ☐ Higher Level of Accounts Annual Planning Quarterly Planning Monthly Planning Weekly Planning Daily Prioritization Niche Development Retention MAS/TAS Integrated Solutions Highest & Best Use of Talent Page 1 of 2

Producer Name: _____________________ INDIVIDUAL PRODUCER PRODUCTIVITY ASSESSMENT Producer Name: _____________________ Productivity Area Danger Opportunity Strength Impact (Cost) 80/20 Review ☐ Super Qualifying Reduction in Meetings Referrals & Introductions Stewardship Team Selling Training Personal Development Increased Conversion Skills Increased Closing Skills Prospecting Preparation Expanding Networks Improved Presentation Skills Page 2 of 2