Building RVPs Playbook

A reference guide for locker room attendees. Login. View topics. Pick a module. See what to do.

10 modules
~6 hours total
1

Producer vs. Builder

Shift mindset from Producer to Builder. Most leaders build a sales team. Builders train leaders and install systems.

Problem: Most leaders build a sales team and train agents to sell. They wait for people to need them. This is a job, not a business.

You'll: Complete the self-audit, identify your current phase, write your target income.

20 min
Start
2

The RVP Math

The exact formula for RVP qualification. Daily activity breakdown, monthly targets, and tracking templates.

Problem: RVP qualification is a math problem. Specific activity, specific time, specific result. No guessing, no hoping, just numbers.

You'll: Calculate your RVP number, set daily targets, create your 90-day roadmap.

45 min
Start
3

Recruiting

You cannot build without people. Most agents recruit by luck. Builders recruit by system.

Problem: Most agents recruit by luck and hope. Builders recruit by system with qualified contacts and outreach that works.

You'll: Build your list (50 names minimum), write your outreach script, set weekly targets.

40 min
Start
4

The Launch Code

Take new recruits from Licensed to Productive in 10 days. A step-by-step onboarding system.

Problem: New agents stall in study mode. They wait, they prepare, but they don't start.

You'll: Create your 10-day template, build Day 1 training plan, set up tracking.

60 min
Start
5

Field Training

The three-part structure: Before, During, After. Most leaders only focus on during. This is why training doesn't stick.

Problem: Most leaders only focus on what happens during the appointment. They miss the critical before and after phases.

You'll: Create your appointment checklist, write your observation guide, plan your first training.

35 min
Start
6

Identifying Leaders

Identify future RVPs before their first sale. Builder vs. drainer identification and early warning signals.

Problem: Most leaders invest in everyone. They spend time on drainers and wonder why they're tired.

You'll: Build your identification matrix, create interview questions, name your top 3 candidates.

45 min
Start
7

Team Rhythms

Meetings that drive action. Clear standards and clear accountability. Not motivation that wears off in 48 hours.

Problem: Most teams meet to get motivated. This wears off in 48 hours.

You'll: Design your meeting agenda, create your recognition system, set up accountability partners.

30 min
Start
8

Developing Leaders

The four stages of development. Match your investment to their stage. You cannot promote people who aren't ready.

Problem: You cannot promote people who aren't ready, but you also cannot wait forever.

You'll: Map each leader to their stage, create individual growth plans, schedule monthly 1-on-1s.

40 min
Start
9

Territory Expansion

Plant flags in new cities. Find local leaders. Build remote systems.

Problem: Growth requires expansion into new territories with the right systems and local leadership.

You'll: Assess your readiness, name your next target city, create your expansion checklist.

30 min
Start
10

30-Day Installation

The execution module. You have the systems. Now install them. Week-by-week roadmap and review rhythm.

Problem: You have the systems, but they're not installed. Knowledge without execution is useless.

You'll: Complete your 30-day calendar, schedule weekly review blocks, set up your tracking system.

30 min
Start

Building RVPs Playbook — For Primerica locker room attendees