With all of our Coaching Clients with Sales Teams, we use what we call a ‘GREEN SHEET’ (Monthly Feedback).
Attached is a genericized version in the hopes that it might help you with your own MEASUREMENT and MONTHLY FEEDBACK.
What I really wanted to share today was the SUCCESS QUOTIENT at the top.
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-on-Energy)
P.S. All of this is geared towards High-End, Top of the Pyramid, Lead and Major Gift PRESENTATIONS! It’s where the money is.