ClearSales.ca

Sales Training | Coaching | Field Execution

90-Day Advisor Activation Pilot

A practical launch program for agencies, MGAs, insurers, and advisor teams that want to improve prospecting rhythm, pipeline discipline, quote-readiness, and manager visibility.

Businesstransition2
Chatgpt image jun 9 2026 05 08 24 pm (2)

What the Pilot Is Designed to Improve

________________

•    Advisor confidence
•    Prospecting activity
•    Pipeline visibility
•    Quote-readiness
•    CRM discipline
•    Manager coaching

What the First 90 Days Creates

A 90-day pilot is not positioned as a promise of revenue. It is designed to create visible sales activity, stronger advisor rhythm, and better manager inspection.


A defined advisor launch rhythm
A prospecting activity baseline
A cleaner pipeline review structure
Better manager visibility
Quote-readiness checkpoints
Field assignments completed
A final review of activity, gaps, and next steps
Chatgpt image jun 9 2026 05 08 25 pm (3)

What Is Included

________________

•    Kickoff session
•    Course 1 training
•    Course 2 training
•    Workbook assignments
•    Prospect list building
•    Outreach tracking
•    Manager scorecards
•    Final review report
•    Recommended next step
Chatgpt image jun 9 2026 05 08 25 pm (4)

What the Pilot Measures

________________

•    Advisors enrolled
•    Attendance
•    Assignments completed
•    Outreach attempts
•    Appointments booked
•    Quote requests created
•    Manager review completed
Chatgpt image jun 9 2026 05 08 25 pm (5)

Best Fit

________________

•    New advisor onboarding
•    Restarting inactive advisors
•    MGA advisor activation
•    Agency producer development
•    Distribution pilot before annual licensing
Businesstransition3

Use 90 Days to Create Visible Sales Activity

Discuss a 90-Day Pilot