✅ Goal Setting Worksheet

Create actionable and attainable goals for you and your team with our goal setting worksheet.

How the worksheet helps:

Set goals for the metrics that matter to you like referrals, appointments made, memberships sold, and follow-ups completed.
Let the worksheet do the hard part. Simply insert your current numbers and the worksheet will show you what your goals should be.
Share the results with your team. Ensure everyone knows exactly what you're aiming for so they all know to do their part.

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Group Goals

Setting goals that are shared and understood by your entire team ensures that there's no reason a goals can't be met. With goal transparency, everyone has a common purpose.

Write It Down

A goal is just a thought until your write it down. Once it's written on paper (or computer in our case), it becomes a true, actionable goal. Keep you and your team accountable with written and set goals!

Goal Incentives

Create incentives! If someone on your team meets or exceeds their goal, they should get acknowledged. Get your team excited about reaching their goals with fun and rewarding prizes.