Names
Expectations
Tracking 1
Tracking 2
Tracking 3
100

How many Happy Clients/names must be attached to an Indirect Referral (IR)?

2

100
How many Indirect Referrals do you need to enter a day?

10

100

What is a dial to someone who is NOT a client (has never bought from Tom James before) for selling purposes?

New Dial

100

What are Selling APPOINTMENTS with clients where fabric/merchandise is shown with the intent to sell?

Client Wardrobe Presentation

100

Do you as a New Partner track units?

No
200

Where do you put the Happy Clients/names and how they are attached in Contact Control when entering a name?

Comment Box

200

How many names need to be on the Drop-in list? 

5

200

What is an appointment booked with a client for a selling or fitting/delivery appointment?

Client Appts Booked

200

You go on an appointment and meet with a prospect who has never bought from Tom James before. 

What is this called? 


New Wardrobe Presentation

200

Camille brings her client his new sportcoat and Blue Deltas for a fitting then shows him some new ideas for his next suit. 

What is this called?

Delivery Wardrobe Presentation

300

What do you have to get for it to be considered a float? 

Contact Information

300

How many appointments do you measure ACOWS/BONS on each day?

2

300

Do you track your leader's TRs/sales?

No

300

What is # of transactions (TR) with a NEW Client called?

# New Sale

300

Sydney meets with a client that she sold a year ago to sell him a new suit for his daughter’s wedding. 

What is this called? 

Client Wardrobe Presentation

400

How many total names should you enter each week?

125

400

Are the 10 referrals a day expectation gathered or entered?

Entered

400

You and your leader go on an appointment to meet with a client because he needs a tux for a gala he has coming up. Your leader sells him a tux and you gather 7 referrals. 

What would you as a New Partner track for this?

Client Wardrobe Presentation: 1

Referrals Gathered: 7

400

If your leaders floats someone and gets their contact info do you count that as a float in your tracking? Why or why not?

No because you didn't do the float!

400

If you go into an office and leave the prospect a handwritten note since you weren't able to meet them face to face, what is that called?

# Drop Ins You Left Material Behind For

500

What all do you need to include in the Comment Box when entering an Indirect Referral?

#IR, 2 Happy Client Names, how they're connected, Job Occupation

500

When entering Referrals on Contact Control, what should be the MyID be?

SP's initials of whose client it was that referred you

500

You and your leader meet with someone that you floated last week. He buys an EC Package A from you and gives you 12 referrals. 

What would you as a New Partner track for this?

New Wardrobe Presentation: 1

# New Sales: 1

Referrals Gathered: 12

500

You and your leader bring their client his new suit and does a first time fitting with him. Your leader sells him 3 shirts to go with the suit and you gather 15 referrals on the appointment. 

What would you as a New Partner track for this?

Delivery Wardrobe Presentation: 1

Referrals Gathered: 15

500

You and your leader go on an appointment and meet with a prospect who has never bought from Tom James before. The prospect purchases an RC package from your leader and gives you 4 referrals. 

What would you as a New Partner track for this?

New Wardrobe Presentation: 1

Referrals Gathered: 4

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