2011 SUCCESS MANUAL 
 

  Personal and Professional Strategies 
 
for  
 

  Attaining Your Goals 
 
Created by Rick Yeatts, L.S.I. 
 

 
 

   
 

 
 

 
 
 2 
 

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

Sales Meeting Notes 
 3 
 

Sales Meeting Notes 

March  April 

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Sales Meeting Notes 

May  June 

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Sales Meeting Notes 

July  August 

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Sales Meeting Notes 

September   October 

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Sales Meeting Notes 

November  December 

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 8 
 

Personal Positive Affirmations  

WHO I AM – What you believe to be true about yourself 
________________________________________________________________
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________________________________________________________________ 
I am today where my thoughts have brought me. 
 I will be tomorrow where my thoughts take me. –Unknown 

WHAT MY LIFE STANDS FOR 
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 9 
 

2011 Keys to Success  

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

   1. 
7 DAILY HABITS I MUST      2. 
EXERCISE CONSISTENTLY        3. 
TO PERFORM AT MY          4. 
      5. 
PERSONAL BEST: 
   6. 
 7. 
   1. 
    2. 
 
      3. 
WHEN I AM EXERCISING          4. 
DISCIPLINE I CAN EXPECT:        5. 
   6. 
 7. 
Always set the prize before you! –Rick Yeatts  
 10 
 

2011 Budget  

MONTHLY INCOME  ____________________ 

MONTHLY EXPENSES   
  Housing  ____________________
  Utilities  ____________________
  Debt Reduction  ____________________
____________________
There is little value 
  Loans 
  Credit Cards 
____________________
____________________
in trying to 
  Food  ____________________ determine where 
  Dues  ____________________

  Subscriptions 
____________________ you are going if 
____________________
  Insurance  ____________________ you don’t know 
  Personal Needs  ____________________
  Vacation  ____________________ where you are.  
____________________
  Miscellaneous 
____________________  –Rick Yeatts 
   
TOTAL:  
 
MONTHLY SAVINGS 
 
Savings 
____________________
Investment  ____________________
Interest  ____________________ 
TOTAL:  
   
TOTAL MONTHLY BUDGET: 
 
TOTAL ANNUAL BUDGET: 
 
 11 
 

2011 Vision Board  

1  4 

Tell me your vision 
and I will tell you 
your future. –
Unknown 
2  5 

The world stands aside 
to let anyone pass who 
knows where he is going. 
3  –David Starr Gordon 
6 
 12 
 

2011 Personal Growth Goals  

My 2011 Personal Growth Goals  My Personal Benefits  
(In order of Priority)  from Achieving these Goals 
1 ________________________________  1 ________________________________ 
2 ________________________________  2 ________________________________ 
3 ________________________________  3 ________________________________ 
4_________________________________  4_________________________________ 
5 ________________________________  5 ________________________________ 
6 ________________________________  6 ________________________________ 
7_________________________________  7_________________________________ 
8 ________________________________  8 ________________________________ 
9 ________________________________  9 ________________________________ 
10 _______________________________  10 _______________________________ 

Play purposefully.    
Prepare prayerfully.   There is no short cut to  
Proceed positively.   any place worth going 
Pursue persistently.  –Beverly Sills 
–Unknown  
 13 
 

2011 Monthly Personal Goals  

JANUARY            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
  ______________________________        _______________________________ 

FEBRUARY            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
  ______________________________        _______________________________ 
 

MARCH            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
  ______________________________        _______________________________ 
 
 14 
 

2011 Monthly Personal Goals  

APRIL            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
  ______________________________        _______________________________ 
 

MAY            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
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JUNE            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
______________________________        _______________________________
  ______________________________        _______________________________
  ______________________________        _______________________________ 
 
 15 
 

2011 Monthly Personal Goals  

JULY            RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
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______________________________        _______________________________
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AUGUST          RESULTS 
Goals  ______________________________        _______________________________ 
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SEPTEMBER          RESULTS 
Goals  ______________________________        _______________________________ 
  ______________________________        _______________________________ 
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 16 
 

2011 Monthly Personal Goals  

OCTOBER          RESULTS 
Goals  ______________________________        _______________________________ 
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NOVEMBER            RESULTS 
Goals  ______________________________        _______________________________ 
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DECEMBER          RESULTS 
Goals  ______________________________        _______________________________ 
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______________________________        _______________________________
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 17 
 

2011 Annual Professional 
Growth Goals  

 
 
Success seems to be 
TOTAL SALES  INCOME  connected with action. 
Successful people keep 
      ____________   ____________ 
  moving. They make 
      ____________   ____________  mistakes, but don’t quit. 
   –Conrad Hilton 
      ____________   ____________ 

TOTAL ANNUAL INCOME   

 
Cherish your visions and  With the Income I Make this Year I Will… 
dreams as they are the  (5 to 7 Specific Financial Goals) 
children of your soul, the  _____________________________________________
blueprint of your ultimate  _____________________________________________
achievements.  _____________________________________________
 –Napoleon Hill  _____________________________________________
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_____________________________________________
____________________________________________ 
 18 
 

2011 Monthly Professional 
Goals  

JANUARY 
      Total Sales      Income  Monthly Financial Focus/Challenge 
      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

FEBRUARY 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 
 19 
 

2011 Monthly Professional 
Goals  

MARCH 
      Total Sales      Income  Monthly Financial Focus/Challenge 
      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

APRIL 
      Total Sales      Income  Monthly Financial Focus/Challenge 
      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 
 20 
 

2011 Monthly Professional 
Goals 
 

MAY 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

JUNE 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 
 21 
 

2011 Monthly Professional 
Goals 
 

JULY 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

AUGUST 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
 22 
 

2011 Monthly Professional 
Goals 
 

SEPTEMBER 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

OCTOBER 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 
 23 
 

2011 Monthly Professional 
Goals 
 
NOVEMBER 
      Total Sales      Income  Monthly Financial Focus/Challenge 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 

DECEMBER 
Monthly Financial Focus/Challenge 
      Total Sales      Income 

      ____________    ____________ 

      ____________    ____________ 

      ____________    ____________ 

TOTAL    ____________    ____________ 

With the money I make this month I will ____________________________________________ 
_____________________________________________________________________________ 
 24 
 

Sales Tracking 
 

TOTAL SALES BUDGET 
50 

45 

40 

35 

30 

25 

20 

15 

10 

5 

0 
Jan  Feb Mar  Apr  May  Jun  Jul  Aug  Sep  Oct  Nov  Dec 
 25 
 

Training Notes 
 

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Training Notes 
 

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