EDJ Points System

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Nov 13, 2009 9:35 am

For the folks familiar with the Jones model how effective do you think this points system would be? I utilized the basic format of one anonymous posted and adjusted for what I view as my ideal day.


35 Dials to ask for appt. or sale - 1pt
6 New face to face contacts - 1pt
2 appointments set - 1pt
2 appointments kept - 1pt
Clear out my calendar - 1pt
 
7pt goal
 
Bonus Points:  Create a new client - 1pt
Nov 13, 2009 9:40 am

Just clear out your calendar mutliple times and your set! lol

Nov 13, 2009 9:46 am

haha ... 1pt limit for that item! 

Nov 13, 2009 9:52 am

Volt, I use a point system.  But my point totals are a little different - I try to get 15 to 20 points per day.

 
Seminars
Calls
Appts.
Networking Events
 
Biggest point totals are for Appointments and Seminars.  Calls to prospects are more than clients.  Really keeps me on track.  Helps answer the question every week "WTF did I accomplish this week?"
Nov 13, 2009 9:56 am

Would you mind sharing the specifics?

Nov 13, 2009 10:18 am

Joogle Jack Cahill. He has a nice point system that also implements acceleration.

 
Scratch that. Joogle Acceleration and motivation.
 
Nov 13, 2009 10:34 am
B24:

Volt, I use a point system.  But my point totals are a little different - I try to get 15 to 20 points per day.

 
Seminars
Calls
Appts.
Networking Events
 
Biggest point totals are for Appointments and Seminars.  Calls to prospects are more than clients.  Really keeps me on track.  Helps answer the question every week "WTF did I accomplish this week?"
 
He also gets an automatic 20 points if he can talk a client into letting him "Brokeback" him in his supply room.
Nov 13, 2009 10:38 am
Ronnie Dobbs:
B24:

Volt, I use a point system.  But my point totals are a little different - I try to get 15 to 20 points per day.

 
Seminars
Calls
Appts.
Networking Events
 
Biggest point totals are for Appointments and Seminars.  Calls to prospects are more than clients.  Really keeps me on track.  Helps answer the question every week "WTF did I accomplish this week?"
 
He also gets an automatic 20 points if he can talk a client into letting him "Brokeback" him in his supply room.
 
Ha! Ha!  I guess you saw my "Brokeback Windy" comment on the other thread!  Touche' !
Wind, you need to recruit someone onto this site that can be the new whipping-boy.
 
Nov 13, 2009 10:47 am
voltmoie:

For the folks familiar with the Jones model how effective do you think this points system would be? I utilized the basic format of one anonymous posted and adjusted for what I view as my ideal day.


35 Dials to ask for appt. or sale - 1pt
6 New face to face contacts - 1pt
2 appointments set - 1pt
2 appointments kept - 1pt
Clear out my calendar - 1pt
 
7pt goal
 
Bonus Points:  Create a new client - 1pt
 
I like this. The only thing I would avoid is the appt kept /appt set. By the dials and ftf the appts will come. There may be some days where you do 50+dials and 10 ftf and still not get or hold any appts. You don't want to feel like that day was a failure because it clearly wasnt. Just my thoughts.
Nov 13, 2009 10:48 am

This is the system I use. I shoot for 20 points per day. 



1. Making a phone call and asking the person you were trying to call for an appointment. 1 Point  (Only counts if the person is a Qualified Lead)


2. Getting a Qualified Lead, a Qualified Lead Will generates over $1000.00 of recurring gross per year or more. 1 Point

3. Schedule any appointment with a Qualified Lead. 2 Points


4. Making any sale with worth over $1000.00 in recurring gross per year. 10 Points
5. Going to meeting with any group where you are trying to get Qualified Leads. 1 Point
6. Having any meal or coffee with any Qualified Lead. 1 Point.<?: prefix = o ns = "urn:schemas-microsoft-com:office:office" />


8. Meeting with any client to review insurance, portfolio, or Financial Plan, and see if their needs have changed. 2 Points.


9. Mailing out 10 letters, or handing out 10 cards.  1 Point.


10. Any appointment were you make pitch that will generate over $1000.00 in recurring gross per year.  2 point.


Nov 13, 2009 10:53 am
B24:
Ronnie Dobbs:
B24:

Volt, I use a point system.  But my point totals are a little different - I try to get 15 to 20 points per day.

 
Seminars
Calls
Appts.
Networking Events
 
Biggest point totals are for Appointments and Seminars.  Calls to prospects are more than clients.  Really keeps me on track.  Helps answer the question every week "WTF did I accomplish this week?"
 
He also gets an automatic 20 points if he can talk a client into letting him "Brokeback" him in his supply room.
 
Ha! Ha!  I guess you saw my "Brokeback Windy" comment on the other thread!  Touche' !
Wind, you need to recruit someone onto this site that can be the new whipping-boy.
 
 
That would be [email protected] if you ask me. He's definitly the d-bag of the year.
Nov 13, 2009 10:56 am

My favorite is still the 500 point week... 100 points/day.. All of this you can control accept the new account.

1pt- every new contact( like to substitute this for 0.10 points for every dial)
2pt- follow up to exisiting prospect
1pt- every client call
1pt-every hour worked
5pt-arriving to work by a set time(early morning)
5pt-each 30 minute appt
5pt-new account
1pt-marketing/mailer sent out(max 10 pts/day)
 
For example:
5pts-arrive by 7am
10pts-mail out 10 pieces
10pts-10 hour day
25pts-250 new contact dials
5pts-appt
50pts-25 follow up calls exisiting prospects
THAT is 95 points... which would probably generate a new account(5pts)=100day
 
For a total of 275 calls, 1 (30 min) appt over 10 hours.
 
So on average making 32 calls/hour(30 minute appt, plus 1 hour for lunch(excessive...but, don't lie to yourself)
 
 
Nov 13, 2009 11:03 am

For example:


I am in going slow today... didn't get in til 8am(so no pts for arriving at 7am)
going to work 9 hours today. So:
9pts-hours worked
10pts- already have my list of next 10 names to mail out(this turns into 50-60 week)
20pts-10 follow up calls with prospects
25pts- 250 dials
So that is 64 pts today, 26 short... I could work longer, make more dials, open some accounts, or come in on saturday..Or hit my gross number for week(my own special system where I leave early on fridays and don't come in on saturday if I hit my weekly gross number by thursday(missed it, will be here tomorrow, where I owe the 26 pts for today plus another 29 points from early this week)
 
 
Nov 13, 2009 11:10 am

I think I like the "weekly" system the best rather than the daily.  That way if you have a bad Tuesday you still have the rest of the week to make it up.  Good stuff.

Nov 13, 2009 12:14 pm

Make sure you have a reward, beyond the business that it will generate, if you hit your point goals for the week.  Squash said he takes time off.  I don't know that I would do that if you're a new guy, but certainly vets can do that.  It can be something simple like ice cream with the kids or MCDs for dinner on Friday.  One of the GPs that I heard about this from when I was in HQ said he had a montly point system.  If he hit his goals for the month, he bought a new tie.  Jack Cahill, who was mentioned in another post, said he used the ice cream as his goal. 


Doesn't have to be expensive, but there should be some tangible reward for getting the job done. 
Nov 13, 2009 1:37 pm

I think if I have a good week and meet my points i'll bang the Nanny! 

Nov 13, 2009 1:56 pm

I said it didn't need to be expensive.  That one could cost you 1/2 of your 401k, 1/2 of your IRA, 1/2 of your house...

Nov 13, 2009 1:57 pm
Spaceman Spiff:

I said it didn't need to be expensive. That one could cost you 1/2 of your 401k, 1/2 of your IRA, 1/2 of your house...





Child support, too, if you're not careful.

Nov 13, 2009 2:00 pm

You guys worry to much.  For week number two he'll reward himself with a hitman.

Nov 13, 2009 2:44 pm
Wet_Blanket:

You guys worry to much.  For week number two he'll reward himself with a hitman.



  for the nanny or wife?