Worksheet

Monthly distributor review sheet

A four-tab sheet: failed SIPs, KYC and mandate gaps, open leads and short trail. Each row carries an owner and a date for the next action. Review it on the same day each month and carry unfinished rows forward.

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 “What a Mutual Fund Distributor Should Review Every Month”, www.gullysystem.com/blog/mutual-fund-distributor-monthly-review-checklist