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2011 SUCCESS MANUAL Personal and Professional Strategies for Attaining Your Goals Created by Rick Yeatts, L.S.I.

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This manual supplements the February 1, 2011 webinar.

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Page 1: Success Manual

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 2011 SUCCESS MANUAL 

Personal and Professional Strategies 

for  

Attaining Your Goals 

Created by Rick Yeatts, L.S.I. 

 

 

 

Page 2: Success Manual

2  

Sales Meeting Notes 

 

              ONE YEAR FROM TODAY, YOU WILL WISH YOU HAD STARTED TODAY! 

 

Page 3: Success Manual

3  

Sales Meeting Notes 

 

 

March 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

April 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 4: Success Manual

4  

Sales Meeting Notes 

 

 

May 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

June 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 5: Success Manual

5  

Sales Meeting Notes 

 

 

 

August 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

July 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 6: Success Manual

6  

Sales Meeting Notes 

 

 

September  

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

October 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 7: Success Manual

7  

Sales Meeting Notes 

 

 

December 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

November 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 8: Success Manual

8  

Personal Positive Affirmations 

 

 

 

WHO I AM – What you believe to be true about yourself 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

WHAT MY LIFE STANDS FOR 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

I am today where my thoughts have brought me. 

 I will be tomorrow where my thoughts take me. –Unknown 

Page 9: Success Manual

9  

2011 Keys to Success 

 

 1.     2.       3.         4.       5.    6.  7. 

 

 

Successful people have habits. Unsuccessful people don’t. –Unknown  

 

7 DAILY HABITS I MUST EXERCISE CONSISTENTLY TO PERFORM AT MY PERSONAL BEST: 

 1.     2.       3.         4.       5.    6.  7. 

 

 

WHEN I AM EXERCISING DISCIPLINE I CAN EXPECT: 

Always set the prize before you! –Rick Yeatts  

Page 10: Success Manual

10  

2011 Budget  

MONTHLY INCOME 

MONTHLY EXPENSES 

  Housing 

  Utilities 

  Debt Reduction 

  Loans 

  Credit Cards 

  Food 

  Dues 

  Subscriptions 

  Insurance 

  Personal Needs 

  Vacation 

  Miscellaneous 

 

MONTHLY SAVINGS 

Savings 

Investment 

Interest 

 

TOTAL MONTHLY BUDGET: 

TOTAL ANNUAL BUDGET: 

TOTAL:  

 

 

____________________ 

 

________________________________________

____________________________________________________________

____________________________________________________________

____________________________________________________________

____________________________________________________________

____________________ 

 

 

________________________________________

____________________ 

 

 

TOTAL:  

 

 

There is little value 

in trying to 

determine where 

you are going if 

you don’t know 

where you are.  

–Rick Yeatts 

Page 11: Success Manual

11  

2011 Vision Board 

 

Tell me your vision and I will tell you your future. –Unknown 

The world stands aside to let anyone pass who knows where he is going. –David Starr Gordon 

 

 

Page 12: Success Manual

12  

2011 Personal Growth Goals 

 

My 2011 Personal Growth Goals (In order of Priority) 

My Personal Benefits  from Achieving these Goals 

 

 

1 ________________________________ 

2 ________________________________ 

3 ________________________________ 

4_________________________________ 

5 ________________________________ 

6 ________________________________ 

7_________________________________ 

8 ________________________________ 

9 ________________________________ 

10 _______________________________ 

1 ________________________________ 

2 ________________________________ 

3 ________________________________ 

4_________________________________ 

5 ________________________________ 

6 ________________________________ 

7_________________________________ 

8 ________________________________ 

9 ________________________________ 

10 _______________________________ 

 

There is no short cut to  

any place worth going 

–Beverly Sills 

Play purposefully.  

Prepare prayerfully.  

Proceed positively.  

Pursue persistently. 

–Unknown  

Page 13: Success Manual

13  

2011 Monthly Personal Goals 

 

 

 

JANUARY            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________ 

FEBRUARY            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

MARCH            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

Page 14: Success Manual

14  

2011 Monthly Personal Goals 

 

 

 

JUNE            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

MAY            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

APRIL            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

Page 15: Success Manual

15  

2011 Monthly Personal Goals 

 

 

 

JULY            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

AUGUST          RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

SEPTEMBER          RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

Page 16: Success Manual

16  

2011 Monthly Personal Goals 

 

 

 

OCTOBER          RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

NOVEMBER            RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

DECEMBER          RESULTS Goals  ______________________________        _______________________________   ______________________________        _______________________________   ______________________________        _______________________________ 

______________________________        _______________________________  ______________________________        _______________________________  ______________________________        _______________________________  

Page 17: Success Manual

17  

2011 Annual Professional Growth Goals 

 

 

 

      ____________   ____________        ____________   ____________        ____________   ____________ 

TOTAL SALES  INCOME 

TOTAL ANNUAL INCOME   

 

Success seems to be 

connected with action. 

Successful people keep 

moving. They make 

mistakes, but don’t quit. 

 –Conrad Hilton 

 

Cherish your visions and 

dreams as they are the 

children of your soul, the 

blueprint of your ultimate 

achievements. 

 –Napoleon Hill 

With the Income I Make this Year I Will… (5 to 7 Specific Financial Goals) 

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 18: Success Manual

18  

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

2011 Monthly Professional Goals 

 

 

 

JANUARY 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

FEBRUARY 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

Page 19: Success Manual

19  

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

2011 Monthly Professional Goals 

 

 

 

MARCH 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

With the money I make this month I will ____________________________________________ 

_____________________________________________________________________________ 

APRIL 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

Page 20: Success Manual

20  

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

2011 Monthly Professional Goals 

 

 

 

MAY 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

JUNE 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

Page 21: Success Manual

21  

2011 Monthly Professional Goals 

 

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

 

 

JULY 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

AUGUST 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

Page 22: Success Manual

22  

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

2011 Monthly Professional Goals 

 

 

 

SEPTEMBER 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

OCTOBER 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

Page 23: Success Manual

23  

Monthly Financial Focus/Challenge 

Monthly Financial Focus/Challenge 

2011 Monthly Professional Goals 

 

 

 

NOVEMBER 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ _____________________________________________________________________________ 

DECEMBER 

      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 

_____________________________________________________________________________ 

Page 24: Success Manual

24  

Sales Tracking  

 

 

Jan  Feb

   

Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 

10 

15 

20 

25 

30 

35 

40 

45 

50 

TOTAL SALES BUDGET 

Page 25: Success Manual

25  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 26: Success Manual

26  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 27: Success Manual

27  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 28: Success Manual

28  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 29: Success Manual

29  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 30: Success Manual

30  

Training Notes  

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ 

Page 31: Success Manual

31  

Training Notes  

Training Notes  

 

 

 

Date: ________________      Place: ________________ 

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________