Preferred Agent Performance Report

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🔹 Basic Information

Fair Attended
Institution Represented

🔹 Lead Follow-Up

How did you follow up?

🔹 Conversion Funnel

🔹 Institution Support

Did the institution provide promotional material?
Did they offer pre-fair training or orientation?

🔹 Marketing & Outreach

What promotional materials did you use?
Did you develop any additional promotional content yourself?

🔹 Student Feedback & Issues

Have any students reported concerns or confusion?
Are you waiting on any responses from the institution?

🔹 Compliance Acknowledgement

I confirm that I have only promoted the institution(s) listed above using their student lead data.
I confirm that I have not promoted alternative destinations or institutions using this data.
I confirm that I have not shared leads with any third parties or subagents.
I understand that my performance and conduct will be reviewed for continued participation.

🔹Final Comments (Optional)