How to keep track of dials?

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Jul 10, 2012 10:00 am


How do you guys keep track of your dials? I just use a tick sheet but I'm wondering if there is a better way to do it.

Jul 10, 2012 12:34 pm

I begin production in August, and I am actually wondering this same question? How can I keep track of dials intuitively?

Jul 10, 2012 10:39 pm

I use the good old fashion tick method. I have a legal pad just for that. I have columns for dials, contacts, presentations, and prospects. I only go 25 ticks a line, so 4 lines is 100 dials. I put the 100 dial markers up to 300. I then feed those results into an Excel spreadsheet for each day. The summer has been SUCKING for me on dials, but I have brought in a lot of money that came from dialing earlier in the year. So not all bad. But my pipeline is getting dusty...back on the phone!

Jul 19, 2012 3:59 pm

I had a bunch of paperclips (50 actually). Each day I'd dump them from a bowl onto my desk. After each connection (not a dial, but a real human) I'd put one of the paperclips into the bowl. When there weren't anymore on my desk I could do something else.

Don't over think it.

Amber

Jul 20, 2012 11:35 am

Yeah...I like that one.
By the way, what size paperclicks......does it make a difference using the little metal ones...or is plastic good.

Amber_M....been a while...glad to see you are still around.What a summer.....hope all is well.
All The Way

Jul 21, 2012 12:47 pm
All The Way:

Yeah...I like that one.
By the way, what size paperclicks......does it make a difference using the little metal ones...or is plastic good.

Amber_M....been a while...glad to see you are still around.What a summer.....hope all is well.
All The Way

Thanks for the well wishes. This year (keeping my fingers crossed) looks to be the best year ever!

Amber

Jul 21, 2012 9:19 pm

Good....wouldn't have expectded anything less...you obviously know your craft...

here...yeah...can't complain, been a bit tense lately but all looking good....had to make a change of firms, really happy, won't be prospecting for a few weeks as I got a couple of regulatory courses to nail.
Amber_M....gotta love those eyes.....go get'em girl and keep us posted on the clips and all.
All The Way

Aug 1, 2012 4:55 pm

All the way, can you tell us more about the changing of firms? What's the word? Was this a forced change or a better opportunity? Wirehouse, bank, RIA?

Aug 16, 2012 2:57 am

there will initial costs for set up, transition costs (such as ACAT fees) and ongoing costs. We work with advisors considering going independent.packaging boxes |
presentation folders

Aug 20, 2012 12:10 pm

I made a sheet with dials, contacts, prospects, pitches, new accts.

Straight forward - pitches were second.third.forth calls going for a close. Close could be closing on a product or appointment. Or, even permission to call the prospect back. Anything that moved the process forward.

The dials section was number to 200. Every dial was a slash mark through a number. Once i reached 200 I reversed the slash mark.