Worksheet

Household mapping worksheet

A printed sheet that lists every person in the family on its own row. Columns hold full name, relationship to the head, mobile number, address, date of birth, policies held, policies missing and the adviser’s next question. Fill it for your top fifty clients, then use it as the source when linking records in the system.

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 “Why client households end up split across several files”, www.gullysystem.com/blog/why-client-households-end-up-split-across-several-files