We want to support you and your goals for enrolling Petly Plan members. It's recommended that you look at your Petly Plans dashboard regularly to measure your progress. Try meeting with your team and answering the following questions. Let us know how we can help you reach your goals:

  • What is our goal for new member enrollments this month?
  • How many members have we enrolled this month?
  • What is our percentage to goal for enrollments this month (your goal divided by how many enrollments you have today)?
  • How many new members do we need in order to hit our goal this month?
  • Given how many weeks are remaining in the month, how many members do we need to enroll this week to meet our monthly goal?
  • How many plans does each staff member need to enroll this week in order to reach our goal?
  • What do we need to do in order to reach that employee goal?
  • Review your appointment scheduler for the next week - are there upcoming opportunities for plan enrollments?
  • Ensure you communicate these goals with the entire team so everyone is on board!