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Tools and Downloads

Our Weekly Point Sheet is one of our suggestions for agents who are in a slump or leadership who are looking for a fun way to boost productivity.  You can use the Weekly Point Sheet as the basis of a team wide contest.  It works well either as individual or in group settings.  Ideally, you can run it for a 90 day period to get the best results.  However you choose to integrate it, the Weekly Point Sheet is an Excel file that focuses the agent on a weekly blitz on sales productive activity.

 

Philosophy and Methodology

We are really intentional in our own lives and encourage our clients to live in the same.  With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error.  Everything we do has a reason behind it.

This tool is designed to focus an agent on dollar productive activity in a weekly sprint format.  Whether we are using it to compete against others or ourselves, the gamification of work boosts our productivity.

We are happy to walk you through it if you have any questions.  Feel free to contact us anytime.

Instructions

Step One

If you haven’t already, download the B&P Font Files and install them on your computer(s).  Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly.  We have included a PDF of the file so you can see how it is supposed to look when printed.

Step Two

Open up the file and fill in the grey boxes.  Remember, by downloading the file you are using it on your computer which means  your answers stay with you and aren’t captured in anyway by an outsider.

Weekly Point SheetStep Three

Print out the report or print it in PDF so you can post it and measure progress.

Step Four

Make sure you give your completed weekly sheet to your coach, mentor or designated accountability person.

Step Five

If you haven’t already, download the zip file and start using the Weekly Point Sheet in your business.

BP Weekly Point Sheet

Important Reminder

As always, we are here to help.  If you have any questions please feel free to contact us anytime.

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