Free Assessment Tools


Producer Assessment Tool

This is a tool to assess your reps in the following areas:

  • Assess key areas of your agency
  • Assess balance of work and play
  • Assess marketing strategies
     

This free assessment tool covers all the areas that are important for your business and reps to reach their full potential. With a scoring scale of 1-5, each rep can asses areas in marketing, time management skills, personal habits, inner power skills, and goals.

This tool is designed to be printed and filled out, then used in conjunction with any of the Producer Coaching programs that Top Leaders Coach offers.

Click here to learn more about our producer coaching programs.


Agency Assessment Tool for Managers

Assess your agency on three levels:

  • Agency level
  • CEO-Leader
  • Coaching and development

This tool is designed to be used in conjunction with the Manager Coaching programs. Download the form, fill it out, and return it to Top Leaders Coach.

Click here to learn more about our manager and executive coaching programs.


Manager Business Potential Assessment

Are you ready to take your business to the next level?

Would you like to experience geometric sales growth?

If your answer is yes, please take a few minutes to download our free tool, “Grow Your Agency to the Next Level: Please Make Me A Little Famous“.

This tool will help you assess your business game plan, goals, marketing, recruiting, training, staff and systems, time management, life balance, and personal habits that may hinder your success.

We offer this as a free resource to help you grow your business and become more productive.

Click here to learn more about our manager and executive coaching programs.