From the transcription

Introduction & Overview

• The session starts with the speaker preparing to do a scorecard update.

• Mention of not having done a scorecard update earlier in the week.

• Previous updates were included in the weekly feedback reports and published on YouTube but remained unlisted to protect privacy.

Privacy and Information Sharing

• Emphasis on protecting PII during screen sharing and video publishing.

• Videos containing PII are shared only with RCF members to control access and ensure privacy.

• The speaker is cautious about publicly sharing contact information and sensitive details.

Scorecard Update Procedure

• The scorecard update process involves:

  • Counting the number of sales opportunities.

  • Recording the total number of estimates delivered.

  • Counting the total number of client wins over the past 90 days.

• The specific 90-day range for this update is from March 29 to June 27.

Specific Data Points

• Custom Made:

  • Recorded 298 sales opportunities in the 90-day period.

  • Delivered 134 estimates.

  • Achieved 84 wins.

  • There was a drop of two estimates from the previous period, indicating a slight decrease in leads.

• Dayton:

  • Maintained the same ACQ score of 2,662.

  • This score reflects a pace of approximately 35-36 new client wins every 90 days.

  • Current data shows:

    • 422 leads.

    • 170 estimates delivered.

    • 36 wins.

Project Rescue Leads

• Members gain access to project rescue leads after being with the program for 5-6 months.

  • These leads come from a database reactivation campaign.

  • Example: Chris had 422 swings opportunities over the past 90 days, many sourced from project rescue leads.

  • Orlando is expected to increase their pace due to more active project rescue campaigns.

  • Reagan's opportunities were not registering correctly initially but still managed to record wins and estimates delivered.

Detailed Insights

• The speaker acknowledges a mistake in the date range calculation but corrects it promptly.

• Emphasizes the importance of the project rescue leads in generating opportunities.

• Highlights that the reactivation campaign involves reaching out to potential clients with inquiries about their need for services, which generates new opportunities.

• The speaker addresses discrepancies in opportunity counts and reassures that it does not affect the overall performance metrics.

Conclusion

• The scorecard updates provide valuable insights into each member's performance.

• The updates help track progress and identify areas for improvement.

• Members are encouraged to continue monitoring their pipelines and performance metrics to maintain or improve their pace of acquiring new clients.