Worksheet

Excel-or-system worksheet for a broking office

A sheet with account openings, client requests, dormant clients and the sharing check as rows. For each, note the hours spent last month and anything missed. Rows with misses show where a system would help first.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Excel or Software for a Sub-Broker Office: What Each Handles Well”, www.gullysystem.com/blog/excel-or-software-for-a-sub-broker-or-authorised-person-office