607 319-0351 paul@rothmethods.com

Three Tools For Designing Your Game

Create an achievable game that is worth playing and wilnning. 

 

Player Network Manager

Create a Future That Will Be Achieved

Player Profile & Project List

Efficient Business Process Architecture 

Player Action Agenda

Make Sure Promises Made are Promises Kept

Player Priorities Journal

Efficient Business Process Architecture 

  

 

 Strategic Game Manager  

New Text Needed Hare: This set of agent tools offers solutions for the four critical functions every selling agent must perform. There are three options. One the agent could invest their time in gathering the information they need and organizing it. They could hire another person or two to do it for them. Or they can have it all available to them in the moment of need electronically. These four tools are part of brokerage of the future which will be ever more intensely automated. Automation surely has it’s advantages, but it can also have disadvantages. When automation does all of the work for the selling agent, it actually robs them of power because it makes the choices for the agent. The Virtual Deal Manager is designed to be an extension of the selling agent in a way that gives them choice over their actions. In this manner the selling agent can take command of their game and focus on being productive rather than busy. With this tool you no longer need one or more other people to facilitate and track a deal process.

 

 

Tool 1: Strategic Game Designer

Build on your foundation of accomplishment and designa game that will get you to a new level of play.  

Tool 2: Business Process Builder

Build a business process architecture that ensures things get done efficiently and effectively.

Tool 3: Accountability Manager

Install an accountability system that will ensure promises made become promises kept. 

 

 Tool 1

Strategic Game Designer

Generate a roadmap into the future you want to achieve.  

 

New Text Needed Here: Most selling agents target the results they want to achieve in a coming week, quarter, month or year. Most however never go beyond picking a destination. They may create a business plan which usually ends up in a drawer and never reviewed until until the end of a year. Some highly successful agents tear up their plan each week and redo it many times over. Neither of these options ensure that the results intended are produced. The Tactical Game Designer offers a way to set a destination which is a range between a floor, a target and a game. Then it offers a way to project how to arrive within that range in quarterly increments and a  method for managing the projected and the actual on a regular basis. It makes achieving the intended result far more likely and it also makes it inevitable that a selling agent can achieve a level of results beyond what they ever though was possible for them. More often than not when people engage in this process they see how easy their success can be.

Click Image to Access a Virtual Demo of the

STRATEGIC GAME DESIGNER

  

What Makes This Tool Effective

 

Key Advantages

 This tool gives you the opportunity to put your full attention on your intention through inspection.

This tool helps you to plot a roadmap from where you are currently to where you want to be in the future.

It gives you the ability to step out of the passenger seat and into the pilot’s seat and navigate your game.

Key Features

Initiate as Many TGD Instances as Needed

Name Your TGD & Select the Product Type

Create Your Mission & Conditions to be Fulfilled

Set Your Floor Target Game for the Current Year

Automatic Computation of Actual, % of Target, & Needed

Set Milestones as % of FTG for each Quarter

Set Average Size Check, Double End Factor and Other Income

Name Your Transaction Process Levels and the FTG for each.

Set Conversion Ratios for each Transactional Process Level

Enter your Current Deal Count for each Process Level

Adjust any of the above to achieve the Quarterly Milestones

Use Toggles to Move Deals Up, Down, Forward & Back

Key Benefits

You may have a TGD for different Product Types or People

Each TGD has a unique Name & a singular Product Type

Mission clarity makes it more likely you will achieve your game

Floor = no leas than, Target = aiming for, & Game = take off the lid.

At all times see your Actual, % of Target and What’s Needed

Each Quarter gets it’s own Milestone of Accomplishment

Average Size Check, Double End will Autopropagate

Different Types of Selling require different Process Level Names

Each Process Level comes with a Conversion Ratio one to the next.

You can start with your current Deal Count at each Process Level

You may choose to adjust any of the above to meet the milestones.

Toggles change the Timing of Deals so you Meet the Milestones

 

Tool 2

Deal Process Tracker

Create high performance business process architecture that flows efficiently.  

 

New Text Needed Here: This tool offers a method for developing an array of call lists each aimed at a different group of people based on market area, category of asset, specific client or asset criteria, the condition of the asset and a promotional focus that appeals to their most central issues. The Targeted Suspect Lists method makes it possible to build a number of campaigns at the same time whether it be based on the size of the client, the product type, the financial or legal condition, or changes in the market. A selling agent may focus on one list for a number of call sessions or move between numerous call lists to cover a broader range of product sizes, locations and conditions. Once a call sessions begins it may only take a few calls to begin to understand what issues are of concern to the clients on a particular list. The fact that all clients on the list have common challenges takes the cold out of cold calling. If a Targeted Suspect List is used with a promo email and phone messages, calls get even warmer. 

Click Image to Access a Virtual Demo of the

DEAL PROCESS TRACKER

  

What Makes This Tool Effective

 

Key Advantages

 This tool gives you the opportunity to put your full attention on your intention through inspection.

This tool helps you to plot a roadmap from where you are currently to where you want to be in the future.

It gives you the ability to step out of the passenger seat and into the pilot’s seat and navigate your game.

Key Features

Initiate as Many TGD Instances as Needed

Name Your TGD & Select the Product Type

Create Your Mission & Conditions to be Fulfilled

Set Your Floor Target Game for the Current Year

Automatic Computation of Actual, % of Target, & Needed

Set Milestones as % of FTG for each Quarter

Set Average Size Check, Double End Factor and Other Income

Name Your Transaction Process Levels and the FTG for each.

Set Conversion Ratios for each Transactional Process Level

Enter your Current Deal Count for each Process Level

Adjust any of the above to achieve the Quarterly Milestones

Use Toggles to Move Deals Up, Down, Forward & Back

Key Benefits

You may have a TGD for different Product Types or People

Each TGD has a unique Name & a singular Product Type

Mission clarity makes it more likely you will achieve your game

Floor = no leas than, Target = aiming for, & Game = take off the lid.

At all times see your Actual, % of Target and What’s Needed

Each Quarter gets it’s own Milestone of Accomplishment

Average Size Check, Double End will Autopropagate

Different Types of Selling require different Process Level Names

Each Process Level comes with a Conversion Ratio one to the next.

You can start with your current Deal Count at each Process Level

You may choose to adjust any of the above to meet the milestones.

Toggles change the Timing of Deals so you Meet the Milestones

 

Tool 3

Accountability Manager

Install an accountability system that will ensure promises made are promises kept.  

 

New Text Needed Here: The Deal Manager Dashboard gives selling agents a way to know the status of every deal they are working on at anytime regardless of their size or importance. Once an initial call has been made on the Targeted Suspect List clients are placed into the Deal Manager Dashboard  based on their response to an agent offer of a meeting. Those that say Yes or Maybe to a Meeting are moved onto the Dashboard and from there they go through a continuum of steps to completion of a deal. Depending on the industry and discipline within that industry clients go through the deal continuum from prospective, to potential, to possible, to probable, to predictable and finally to actual once a deal has been completed.  Agents know everything about each deal each step of the way. At all times agents have immediate access to essential client, asset, buyer and all people who influence the deal process. Agents can define how much information they want to work with but information access never slows momentum.

Click Image to Access a Virtual Demo of the

ACCOUNTABILITY MANAGER

  

What Makes This Tool Effective

 

Key Advantages

 This tool gives you the opportunity to put your full attention on your intention through inspection.

This tool helps you to plot a roadmap from where you are currently to where you want to be in the future.

It gives you the ability to step out of the passenger seat and into the pilot’s seat and navigate your game.

Key Features

Initiate as Many TGD Instances as Needed

Name Your TGD & Select the Product Type

Create Your Mission & Conditions to be Fulfilled

Set Your Floor Target Game for the Current Year

Automatic Computation of Actual, % of Target, & Needed

Set Milestones as % of FTG for each Quarter

Set Average Size Check, Double End Factor and Other Income

Name Your Transaction Process Levels and the FTG for each.

Set Conversion Ratios for each Transactional Process Level

Enter your Current Deal Count for each Process Level

Adjust any of the above to achieve the Quarterly Milestones

Use Toggles to Move Deals Up, Down, Forward & Back

Key Benefits

You may have a TGD for different Product Types or People

Each TGD has a unique Name & a singular Product Type

Mission clarity makes it more likely you will achieve your game

Floor = no leas than, Target = aiming for, & Game = take off the lid.

At all times see your Actual, % of Target and What’s Needed

Each Quarter gets it’s own Milestone of Accomplishment

Average Size Check, Double End will Autopropagate

Different Types of Selling require different Process Level Names

Each Process Level comes with a Conversion Ratio one to the next.

You can start with your current Deal Count at each Process Level

You may choose to adjust any of the above to meet the milestones.

Toggles change the Timing of Deals so you Meet the Milestones

 

Tool 4

Accountability Manager

Install an accountability system that will ensure promises made are promises kept.  

 

New Text Needed Here: The Deal Manager Dashboard gives selling agents a way to know the status of every deal they are working on at anytime regardless of their size or importance. Once an initial call has been made on the Targeted Suspect List clients are placed into the Deal Manager Dashboard  based on their response to an agent offer of a meeting. Those that say Yes or Maybe to a Meeting are moved onto the Dashboard and from there they go through a continuum of steps to completion of a deal. Depending on the industry and discipline within that industry clients go through the deal continuum from prospective, to potential, to possible, to probable, to predictable and finally to actual once a deal has been completed.  Agents know everything about each deal each step of the way. At all times agents have immediate access to essential client, asset, buyer and all people who influence the deal process. Agents can define how much information they want to work with but information access never slows momentum.

Click Image to Access a Virtual Demo of the

ACCOUNTABILITY MANAGER

  

What Makes This Tool Effective

 

Key Advantages

 This tool gives you the opportunity to put your full attention on your intention through inspection.

This tool helps you to plot a roadmap from where you are currently to where you want to be in the future.

It gives you the ability to step out of the passenger seat and into the pilot’s seat and navigate your game.

Key Features

Initiate as Many TGD Instances as Needed

Name Your TGD & Select the Product Type

Create Your Mission & Conditions to be Fulfilled

Set Your Floor Target Game for the Current Year

Automatic Computation of Actual, % of Target, & Needed

Set Milestones as % of FTG for each Quarter

Set Average Size Check, Double End Factor and Other Income

Name Your Transaction Process Levels and the FTG for each.

Set Conversion Ratios for each Transactional Process Level

Enter your Current Deal Count for each Process Level

Adjust any of the above to achieve the Quarterly Milestones

Use Toggles to Move Deals Up, Down, Forward & Back

Key Benefits

You may have a TGD for different Product Types or People

Each TGD has a unique Name & a singular Product Type

Mission clarity makes it more likely you will achieve your game

Floor = no leas than, Target = aiming for, & Game = take off the lid.

At all times see your Actual, % of Target and What’s Needed

Each Quarter gets it’s own Milestone of Accomplishment

Average Size Check, Double End will Autopropagate

Different Types of Selling require different Process Level Names

Each Process Level comes with a Conversion Ratio one to the next.

You can start with your current Deal Count at each Process Level

You may choose to adjust any of the above to meet the milestones.

Toggles change the Timing of Deals so you Meet the Milestones

OUR VISION

CONTACT US

PO Box 1357, Woodstock NY 12498

607.319.0351

support@advisoryselling.com

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