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Daily PIP Form
infomixa
2026-04-21T03:39:09+00:00
Sales Agent
(Required)
Please Select
Andy Chan
Alex De La Torre
Blake Adams
Cameron Wolf
Carson Hall
Colin Whitt
Chad Farrar
Christine Chico
Corey Jenkins
Emma Reinke
Eric Roadruck
Francisco Ruiz
Homero Moran
Jacob Maas
Jessika Reese
Jim Powell
John Strader
Jose Cruz
Julie Signo
Kendall Elston
Kimberly Kazmark
Kyle Wofford
Kylie Weber
Matthew Evans
Michael Cochren
Patrick Lizotte
Robert
Ryan Shaffer
Ryan
Stephen Meyer
Stephen Moitz
Tiffany Legarda
Vlad Cherchenko
Walker Latimer
William Gilbert
Report Date
(Required)
MM slash DD slash YYYY
1. Daily Production Numbers
Number of calls made
(Required)
Please enter a number greater than or equal to
0
.
Total talk time (hours)
(Required)
Total talk time (minutes)
(Required)
Calls over 1 minute
(Required)
Please enter a number greater than or equal to
0
.
Include all new and follow-up conversations
Total conversations over 10 minutes
(Required)
Please enter a number greater than or equal to
0
.
New plus follow-up
Time of first outbound call
(Required)
Hours
:
Minutes
AM
PM
AM/PM
Time of last call ended
(Required)
Hours
:
Minutes
AM
PM
AM/PM
Call gaps over 15 minutes
(Required)
Please enter a number greater than or equal to
0
.
Do not include lunch
Call gaps over 30 minutes
(Required)
Please enter a number greater than or equal to
0
.
Do not include lunch
2. Follow-ups
Did you call, text, and email every follow-up in your pipeline today?
(Required)
Yes
No
Including Contacted, Quote Emailed, and Quoted Over the Phone stages
Why not?
(Required)
Explain what was missed and why
3. New Conversation Detail
New conversations over 10 minutes
(Required)
Select...
0
1
2
3
4
5
6
7
8
9
10
For each new conversation, fill out the corresponding block below
New Conversation 1
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 2
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 3
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 4
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 5
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 6
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 7
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 8
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 9
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
New Conversation 10
Prospect name
(Required)
CallJoyna link
(Required)
Call duration (hours)
(Required)
Call duration (minutes)
(Required)
Outcome
(Required)
Select...
Sold / Pre-bind
Follow-up
Smart Cycled
Why did the prospect not buy?
(Required)
Client Experience Checklist score
(Required)
Select...
0 / 15
1 / 15
2 / 15
3 / 15
4 / 15
5 / 15
6 / 15
7 / 15
8 / 15
9 / 15
10 / 15
11 / 15
12 / 15
13 / 15
14 / 15
15 / 15
How many of the 15 items did you hit on this call? Ask CallJoyna for the score.
Did you follow the Closing Objections Workflow?
(Required)
Yes
No
Why was the closing objections workflow not followed?
(Required)
CLOSING OBJECTIONS WORKFLOW QUESTIONS
Ask CallJoyna any of these and it will give you the exact answer.
1. Did you have the prospect pull up the quote you emailed and review it with you while on the phone?
(Required)
Yes
No
What got in the way of reviewing the quote with them?
(Required)
2. Once you reviewed the quote, did you ask for the sale again?
(Required)
Yes
No
What got in the way of asking for the sale?
(Required)
3. Did you ask the prospect if they liked the price?
(Required)
Yes
No
What got in the way of asking about the price?
(Required)
4. Did you ask the prospect if they liked the coverage?
(Required)
Yes
No
What got in the way of asking about the coverage?
(Required)
Any other relevant info for this call
(Required)
4. Additional Notes
Anything worth sharing for the day?
(Required)
Δ
