For all of our Coaching Clients with Sales Teams, we use what we call a ‘GREEN SHEET’ to collect and measure monthly feedback.
At the top of every Green Sheet, is our SUCCESS QUOTIENT:
- SUCCESS = # of times we SHARE THE STORY …& PRESENT THE OPPORTUNITY.
- SUCCESS = Both ACTIVITY and PRODUCTIVITY.
- SUCCESS = # of VISITS (with QUALIFIED Prospects) & # of ASKS.
- SUCCESS = RESULTS/GIFTS/MONEY … to FUND THE VISION.
- SUCCESS = ROR & ROI & ROE(Return-on-RELATIONSHIPS & Return-on-INVESTMENT & Return-onENERGY)
All of this is geared towards High-End, Top of the Pyramid, Lead and Major Gift PRESENTATIONS! It’s where the money is.
If you’re not already using a system to MEASURE your SUCCESS, I suggest you begin