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TLC Interactive Leadership Tool
Strategic Weekly Call Tool
Use this guided workspace to prepare the meeting, review the builder's goals and activity, set clear weekly actions, schedule the next call, and create a written recap.
Saved information stays on this browser and device.
Download, email, or copy each recap into the TLC CRM for a more permanent record.
Use business-building notes only and avoid recording medical, financial, or other sensitive personal information.
0 of 0 done
01
Before the call
Prep
02
Open and set the agenda
03
Review last week
Accountability
Last week's to-dos
Enter the mentee's name above to pull their last set of to-dos.
03
Go over the business together
Back office
05
Review their WMO
Weekly method
04
Teach as you go
Duplication
90-Day Sprint
stays with the mentee each week
Reverse engineer the goal: identify the desired milestone, the rank connected to it, and where they need to be by the next major event. The goal and activity plan should make sense together.
The engine: committed versus this week
plan versus actual activity
Committed
This week
Conversations
Follow-ups
Decision drivers
Posts / stories
Decision drivers may include invitations to a Zoom, ThisIsItInfo.com, approved prospect videos, or another agreed next step.
Did I do the work?
05
Set the week
06
Close and serve them
Add to calendar
Dr. Tory & MeChelle
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Team of Life Changers™