Monthly Recognition Form

Each team member shares measurable goals for the month and picks how they'd like to be recognized. It covers sales volume, parties, recruiting and rank advancement, plus consent to publicize their results. Made for direct sales leaders who like to celebrate their team.

Use this template

In the Claude connectors directory

Name

First Name

Last Name

How would you like to be recognized? (select all that apply)

Social media shout-out Post in the team group Text message Email Mention on the team call

If you'd like text message recognition, enter your phone number:

What is your personal retail volume (PRV) goal for the month?

How many parties will you complete this month?

How many recruiting conversations will you have?

What is your recruiting goal? (e.g., 2 new recruits this month)

Are you working toward being paid at title? (Lead Consultants and above) Share your title and whether it's a goal.

List any other goals for this month. Make them MEASURABLE ("have a good month" can't be measured).

I agree to be recognized and to have my results (PRV, recruits and title) shared on social media if I chose that option.

Yes, I agree No, I don't agree

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