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Version 4.02
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Version 4.02
Overview:
To accomplish our dreams and goals, we need to be wise stewards of our time, talents, treasures, and trust. Wise stewards almost always receive more resources to oversee.
The Effectiveness X-Ray will provide a baseline measurement which demonstrates how well you are doing in numerous areas of your organization and career and will outline steps for improvement. It is recommended that you take this X-Ray every three to six months to evaluate your organization's progress toward reaching its full potential.
The more information you provide, the more accurate and comprehensive your X-Ray will be. Please do not complete anything that makes you feel uncomfortable.
Goal of the Effectiveness X-Ray:
Our goal is to assist you and your organization to be the very best you can be. By fully utilizing everyone's talents and skills, your organization will achieve more with less effort, thereby decreasing the number of hours worked by those in leadership.
While it is not easy to increase one's income and decrease the number of hours you need to work, it is possible. This X-Ray will be your first step toward accomplishing this.
Steps to Completing the X-Ray:
1. Complete the multiple-choice questions on page 5 and the personality analysis on
Page 13. (Other pages are helpful and will provide more value to you.)
2. Fax it to analysis center. (Maximum of seven day turn-around.)
3. Basic review is analyzed by certified consultant.
4. For advanced review, complete remainder of the X-Ray.
5. Advanced review is completed by certified consultant.
6. Determine what steps are necessary to achieve full potential.
This X-Ray can be completed from an individual's perspective or from the perspective of the whole team.
Steps to maximize the benefits of X-Ray:
If you want to accomplish your dreams and goals, you need to do the following four things:
1. Identify what your dreams and goals are.
2. Know what actions to take to achieve those dreams and goals.
3. Be willing to pay the price to complete those actions.
4. Achieve those actions and apply the 12 Principles For Life Management.
This X-Ray has been designed to provide enough basic information about your life to provide a written "snapshot." It will also assist you in identifying key areas where a minimal amount of effort can give you the best return on your investment of time and energy.
While this evaluation is a good tool, it is not to be used as a replacement for a knowledgeable certified consultant who can fine-tune and factor in other areas that are difficult to measure by a limited, written evaluation model. For best results, review all information and analyze with a certified ActionVision consultant.
To complete the X-Ray, page six is essential. The other information will provide additional detail, ideas, and information so that you have the most comprehensive X-Ray possible. The more information you provide, the more accurate your X-Ray will be. Please do not complete anything that makes you feel uncomfortable.
The pages after the X-Ray will assist you by walking through the process of what your dreams and goals are in each area and what ingredients are needed for success.
Additional life tools are available through your certified consultant to help you achieve each of your dreams and goals by being the best steward of your talents and what others have entrusted to you. By being a great steward, you will achieve your full potential and enjoy the journey of life. For additional information, please talk to your certified consultant or call Synergy Solutions, Inc. for additional learning resources.
Personality Insight: This and other Synergy tools are extremely powerful and can help you work and interact with one another more effectively, identify strengths and weaknesses, learn what causes pain and pleasure, and understand how to function more effectively in all relationships. It will also provide insight into what personality types are attracted to your personality type and how each type will interact in a relationship. Ask for the personality trait analysis tool.
Effectiveness X-Ray.
This tool is designed to help you identify either your individual or team's strengths and weaknesses and provide a outside perspective on how you can achieve your full potential. The X-Ray will analyze the following four major areas of effectiveness:
A. Time: How do you invest the time you have been given? Being effective with your time is more important than money management because you can save money and use it later -- something you are unable to do with time.
B. Talents: We have all been given natural talents, and it is our responsibility to share these talents with others. To realize the full benefit of these talents, we must share them. The only way to achieve our full potential is to understand the strengths and weaknesses of ourselves and those around us. If we are not being effective with the skills we currently have, it is almost impossible to gain new skills in other areas. If we understand our own weaknesses and the strengths of those around us, we will be more successful in less time.
C. Treasure: We have all been gifted with financial resources. If we properly use our resources, they will begin doing the work for us rather than us; we will no longer have to labor to gain resources. For most people this does not come naturally. It is something we must learn and then be disciplined in implementing in our daily lives.
D. Trust: We have all been gifted with special relationships. We need to show our appreciation for the investments others make in our lives, and we need to be wise stewards of the trust they place in us. Others show us trust by their business, love, friendship, time, and relationships. When we violate the trust others have in us, we are not being wise stewards of one of our most important assets -- people's lives! This part of the analysis will help you to understand how to become more effective in your relationships, thereby improving every area of your life.
Please fax Effectiveness X-Ray to analysis center: Toll Free (888)230-2301
Interview Date: ___, ___/___/____ Time: ___:___ Amount: $_______ S&H: $______ Total: $________
Name: ______________________________ Bill To: [ ] Sponsored By [ ] Put sponsor's name/logo if possible on X-Ray
E-mail: _______________________________ Company: _______________________________
Company: ____________________________ Address: ________________________________
Work Phone: (_______)_______-________ City: ___________________________________
Fax: (_______)_______-________ State: _____ Zip: _____________
____________________________________ * Check will be sent.
(Home Address) [ ] Credit Card Number: _______________________
____________________, ___ ___________ Billing address: _____________________________
Home Phone: (_______)_______-________ Exp. Date: __/__ _________________________
Pager: (_______)_______-________ Sponsor (signature)
* Send via [ ]-Post Office-Priority, * Send via [ ]-Post Office-Priority,
[ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day [ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day
* Send client to client, * sponsor to sponsor, * Send client and sponsors copy to sponsor for sponsor to give out.
* Use clients #: ____________________________________ [ ]UPS, [ ]-FedEx ( )-2 day, ( )-next day
[____]-Color X-Ray & questionnaire to [ ]-sponsor, [ ]-monthly book, [ ]-consultant, [ ]-______________
This X-Ray will be completed from the following perspective:
[ ] Individual perspective [ ] Team perspective
A. How many hours do you currently work per week? ____
B. How many hours would you like to work per week? ____
C. If you had 10 leads (lead = name & phone #), how many would turn into sales? _____
D. How many past clients does the company have? __________
E. How many professional referral sources does the company have? (e.g. other professionals that refer you business)_____
F. What is the biggest challenge you are facing in any area of your life at this time?
G. What would be a big income goal for you to achieve over the next 12 months? _____________
* < $26,000, * $26-$50,000 * $50-$100,000 * $100-$250,000, * >$250,000
H. Which of the following would cause you the most frustration?
Please rate them 1-4 (with 1 being most, 4 being least). Example: 3 A. 2 B. 4 C. 1 D.
___a. * ___ A. Things being inaccurate or done incorrectly.
___b. * ___ B. Things being out of control.
___c. * ___ C. Things not being fun.
___ d. * ___ D. Conflict with others.
Analysis Center Use Only:
Presented By: ______________________ Certification Number: ___________
X-Ray Developed By: ______________________ Certification Number: ___________
Analysis Completed By: ______________________ Certification Number: ___________
Date X-Ray given: ___/___; Completed (pg 1-5): ___/___, totally: ___/___; Submitted: ___/___ ___:____ am/pm
Consultant requested Date: ___/___, X-Ray sent: ___/___; Reviewed: ___/___, Next Action Faxed: ___/___
[ ]-12/sales contact: ___/___, [ ]-12/RDS: ___/___, ActionVision interview date: ___/___;
ActionVision plan submitted: ___/___, ActionVision plan completed: ___/___; Monthly reviews started: ___/___
Monthly AV reviews will be completed by: ____________________ Phone (____)_____-______ Cert. #: _______________
Monthly Contact:Jan:___,Feb:___,Mar:___,Apr:___,May:___,Jun:___,Jul:___,Aug:___,Sep:___,Oct:___,Nov:___, Dec:___
Completed By: ______, ______, ______, ______, ______, ______, ______, ______, ______, ______, ______, ______
Client Would Like Completed By: ___/___/____ Interview Date: ____, ___/___ Time: ____:____
Effectiveness X-Ray
Your Name: ______________________ Date: __/__/____ For period from __/__/____ to __/__/____
Completed: *Yearly, *Quarterly, *Monthly Perspective: * Team, * Individually
Note: Please answer all questions from an individual or team perspective. Do not mix answers. If answering from a team perspective, try to take an average from all team members being measured. kw062000
Please rate yourself or team (depending on the perspective of X-Ray) on a scale of 1 to 10 with 10 indicating that you are doing everything that you think you should be doing. On the first line __ please rate where you think you or your organization currently is. In the box [___] please rate how important this area is (1 to 10 with 10 being very important) as it relates to either the team or individual perspective.
A. Time
___ [___] 1. Invest 80% of time on most profitable clients and/ or activities.
___ [___] 2. Know the specific costs of time for each client and/ or your activities.
___ [___] 3. Clients/ employees receive a great financial return on time you invest.
___ [___] 4. Schedule and prioritize daily tasks.
___ [___] 5. Have systems in place to reduce human effort.
___ [___] 6. Use lowest cost resources for work.
___ [___] 7. Have balance in all areas that are valued.
___ [___] 8. Have appropriate amount of personal time, time for loved ones, and time for friends.
___ [___] 9. Use personal time wisely.
_____ [____] Totals
B. Talents
___ [___] 1. Effectively use all of clients' and company's resources.
___ [___] 2. Bring highest value to clients and company.
___ [___] 3. Have full understanding of clients' and/ or other employees' needs and how you can help them most effectively.
___ [___] 4. Use the natural skills and talents of people I work with.
___ [___] 5. Help achieve full potential of individuals, employees, and clients.
___ [___] 6. Have a clear vision (with written goals) of how individuals fit into team vision.
___ [___] 7. How fulfilled are you by relationships with company staff members?
___ [___] 8. Career helps fulfill life dreams and goals.
___ [___] 9. Individuals understand their talents and their use in every area of life.
_____ [____] Totals
Trust
___ [___] 1. Clients and employer believe you have their best interest in mind.
___ [___] 2. All products, services, and support build great trust with clients and employer.
___ [___] 3. Behind the scenes, everything is done to give great value.
___ [___] 4. Trust for upper management.
___ [___] 5. Trust between co-workers.
___ [___] 6. Team members' trust in clients.
___ [___] 7. Trusting personal relationships in all areas of lives.
___ [___] 8. Strong foundational values that transcend every area of life.
___ [___] 9. Strong loyalty in all areas of life.
_____ [____] Totals
Treasures
___ [___] 1. Clients and employer believe they are getting great value for what they have invested.
___ [___] 2. You follow through with what you say you will do.
___ [___] 3. You achieve the results you should.
___ [___] 4. Individuals with responsibility are given corresponding authority.
___ [___] 5. Individuals personally feel financial gain/ loss of decisions that gain/ lose money.
___ [___] 6. Good financial gains are made based on where money is spent/ invested.
___ [___] 7. Individuals have personal budgets and know how to spend/ invest money.
___ [___] 8. Individuals believe they are being compensated fairly.
___ [___] 9. Individuals are implementing their own personal investment strategies.
_____ [____] Totals
Time Stewardship
In many ways, properly "managing" our time is more important than managing our money. We can save our money and spend it later, but we are unable to do that with time.
1. What is the biggest challenge you currently face with "managing" time?
2. Where do you believe you are strongest in time management?
3. What is your greatest weakness in "managing" time?
4. Have you ever tracked where your time is being invested for a two week period?
[ ]-Yes, [ ]-No
5. Are you willing to track where you invest your time for two weeks?
[ ]-Yes, [ ]-No
6. What is your greatest motivation to improve your time investment?
7. List one area of time "management" that you would like to improve over the next three months.
8. Please rate your level of satisfaction with the amount of time you invest in each the following areas: (1 to 10, 10 being the best.) First line where you believe you are and second line where you would like to be.
____/____ - Spiritual
____/____ - Spouse
____/____ - Children
____/____ - Family
____/____ - Loved ones
____/____ - Friends
____/____ - Career
____/____ - Church
____/____ - Community
____/____ - __________________
9. Please rate your level of satisfaction with the quality of the time you invest in each the following: (1 to 10, 10 being the best.) First line where you believe you are and second line where you would like to be.
____/____ - Spiritual
____/____ - Spouse
____/____ - Children
____/____ - Family
____/____ - Loved ones
____/____ - Friends
____/____ - Career
____/____ - Church
____/____ - Community
____/____ - __________________
10. If you continue to use your time in the same way you have over the last twelve months, what will your life be like in three, five, ten, or twenty years?
11. Name two people you respect who may be able to assist you in inproving your time "management" skills.
12. List 3-4 actions that you need to take over the next twelve months to improve your stewardship of time.
a.
b.
c.
d.
12. On average, how many hours do you currently work per week? ______ How many would you like to work? ______
Talent Stewardship
1. List your top five skills or natural talents.
2. Currently, which two talents or skills are you not using to the best of your ability?
3. What is your big dream when you think about using your talents or skills?
4. What are the three most important steps you would like to take over the next twelve months to help you achieve your big dream?
a.
b.
c.
5. What do you currently do in any area of your life that you enjoy?
6. What do you like most about your current career/ life vocation?
7. What do you like least about your current position/ life vocation?
8. What is your greatest area of strength within your career/ life vocation?
9. What is your greatest area of weakness as it relates to you career/ life vocation?
10. List one thing you could do to make yourself more valuable to your boss or your company.
11. What are your advancement goals within your current career, and what do you need to do to accomplish them?
12. If you were seeking another career or employer, what would you look for? Is there a way in which you could turn your current position into that dream position?
13. Please list the top three or four actions you need to take in your current position to be the best steward of your life.
a.
b.
c.
d.
Financial Stewardship
1. What is the biggest challenge you are currently facing financially?
2. What is your greatest strength within that financial area?
3. What is your greatest weakness within that financial area?
4. Do you have a written budget? ____
Do you follow that budget on a monthly basis? ____
5. What are the most important long-term financial goal(s) that you would like to achieve over the next:
A. 12 months
B. 2 years
C. 5 years
6. What major spending habits do you believe you could manage more effectively, and how much money do you believe you could save monthly?
a. Save $___ monthly by
b. Save $___ monthly by
c. Save $___ monthly by
7. What two activities do you need to accomplish daily in order to achieve your twelve-month goals?
a.
b.
8. Who could most effectively assist you in reaching your dreams and goals?
9. How will achieving your dreams and goals affect your loved ones?
10. List two or three long-term dreams
(for 5 to 20 years in the future).
a.
b.
c.
11. What three things do you need to do over the next year to get closer to your financial dreams?
a.
b.
c.
12. What will you see, hear, feel, or experience when you have accomplished your big dreams and goals?
13. What good choices do you need to make to accomplish your big dreams and goals?
14. List two bad choices you could make that could destroy or hurt your dream.
A.
B.
15. List the two strongest financial skills your parents instilled in you that have assisted in financial management.
A.
B.
16. What are the two greatest financial weaknesses that your parents have that you may also have?
A.
B.
17. What were the most significant financial goals you have accomplished, and why were you able to accomplish them?
18. Who would provide you with the most encouragement and accountability to achieve your financial goals?
19. List 2-3 actions you believe you should take over the next twelve months that would help you to be a better steward of your finances.
a.
b.
c.
20. If you are married, what actions would you like to take over the next twelve months to improve the stewardship of your family's finances?
a.
b.
21. If you have children, what actions would you like to take to help the family (or individual child) improve the stewardship of finances?
a.
b.
c.
Trust Stewardship
We have all been blessed with relationships. Some relationships are better than others, and there seems to be a direct correlation between how good a steward we are with our relationships and the strength of those relationships.
1. What do you value most in a relationship?
2. What relationship would you like to focus on improving the most over the next twelve months, and what actions you would like to take to accomplish this?
My relationship with __________________
a.
b.
c.
d.
3. In the past, what have you done to build and strengthen a relationship?
4. List the three most valuable and long-lasting relationships you have developed and why you think those relationships have been so successful.
a.
b.
5. What is your biggest motivation to significantly improve your stewardship with relationships over the next twelve months?
6. What is your biggest challenge in developing or maintaining great relationships?
7. Into what relationship(s) have you invested a great deal and received great benefit and why?
8. Into what relationship(s) have you invested a great deal without seeing the results you would have liked? Why do you think that occurred?
9. What have seen others do in relationships that you would like to do if they would improve your relationships?
Name: _________________ Other Business Information
Please fill in as much as possible. The more information you provide, the more accurate your personalized X-Ray will be.
A. What are your income goals for the next twelve months? Minimum: $________ WOW goal: $________
B. 1. Sales Closing Ratio: ______ % G:______ % U:______ % 2. Final Closing Ratio: ______ % G:______ % U:______ %
(If you had ten leads how many transactions would you write?) (If you wrote ten transactions, how many would close?)
(lead = If you receive their name or phone number.) 3. How much is your time worth per hour? $_________/hr 4.Percent of time in most $ productive activity: ____%
C. Average Transaction Size: ________ Your Average Commission Per Transaction: $ _________
D. Balancing Life Questions
1. What would be your biggest challenge in increasing your business by 25% to 50%, or in getting to your "WOW" goal, and maintaining the best balance in every area of your life?
2. On average, how many hours per week do you currently work? (please circle)
Less than 10, 15, 20, 25, 30, 35, 40, 45, 50, 55, 60, 65, more than 65
3. How many hours would you like to be working to maintain the best balance in every area of your life?
Less than 10, 15, 20, 25, 30, 35, 40, 45, 50, 55, 60, 65, more than 65
4. Please rate (1 to 10, with 10 being greatest) your level of interest in having tools available to you that could help your business grow by 25% to 50% and reduce your work week by 10 to 15 hours by putting systems in place that work when you are not working. 1 2 3 4 5 6 7 8 9 10
5. When do you plan to implement systems to build a more efficient business? A. [ ] Immediately, B. [ ] 1-2 months, C. [ ] Other ______
6. If you had an extra 10 to 15 hours per week and earned $50,000 to $150,000 more in income, what would you do with that extra time and money?
7. A. Married: Y/N __________, B. Children: (Names & ages)
C. One thing that would improve your marriage. Your relationship with your children.
E. Client/Prospect Information: (How many sales consultants are employed by your company?______)
1. Number of past clients: _______ Are their addresses and phone numbers current? [ ] Yes, [ ] No
13% x _____ (past clients) = ______ (deals possible) x _______ ($ per transaction) = $________/yr in potential. Lost $_________ over ___ yrs.
2. Number of current clients: _____, prospects: _____, number of new prospects in the last: monthly: _____ 6/mo.___,
3. If you do not know their address and phone number, could you get that information? [ ] Yes, [ ] No
4. Are they on a database? [ ]-Yes, [ ]-No Name of software you are using: ________________________
5. How often do you contact your database by mail and phone? Mail: ______ wk./mo./yr. Phone: _____ wk./mo./yr.
6. Does every prospect get entered into a database immediately? [ ]-Yes, [ ]-No, [ ]-Most of the time
7. How often do you contact every prospect (you have received over the last 12 months) by mail and phone?
Mail: _______ wk./mo./yr. Phone:_______ wk./mo./yr.
8. Where do most of your leads come from?
9. On average, what percentage of your total available business are you receiving from your clients? _______%
10. How much money have you invested into your business in the last:3/mo.________, 6/mo.________, 12/mo.________
11. Do you have a written business plan? Yes/No (Reviewed: ___/wk,mo,yr) Interest in developing written plan. ____ (1-10, 10-best)
12. Rate the following: (1-10, 10-most, current/would like) A. Stress: __/__, B. Life Balance: __/__, C. Family: __/__, D. Personal Time: __/__
E. Personal discipline: __/__, F. Consistency: __/__, G. Passion for success: __/__, H. Willingness to invest $ into yourself: __/__
I. Push yourself: __/__, J. Achieving your full potential: __/__, K. Spiritual: __/__-would you like input: Y/N, L: Motivation: __/__
As it relates to achieving your full potential: J1. Passion: ___, J2. Proper knowledge: ___, J3. Actions: ___, J4. Self discipline: ___
13. How much do you spend yearly: Advertising: ________, Yellow pages: ________, Mailings: ________, Other: _________
F. Key Business Information: (The more information you provide, the more accurate the X-Ray.)
Profit/Income Sales/Volume Avg. Hrs./Wk. $ in Business Total Accounts __________ __________
1997 - $__________ $__________ __________ $/%_______ __________ __________ __________
1998 - $__________ $__________ __________ $/%_______ __________ __________ __________
1999 - $__________ $__________ __________ $/%_______ __________ __________ __________
2000 - $__________ $__________ __________ $/%_______ __________ __________ __________
G. Professional Referral Information: (Realtors, financial planners, accountants, attorneys, doctors, insurance agents, builders, etc.)
# of "A" Referral Sources: ____, ___ Average # sales per month per "A" referral ______ / (SC%______% = _____
# of "B" Referral Sources: ____, ___ leads per month per referral ____ x $/trans._________ = _____ (available $)
# of "C" Referral Sources: ____, ___ (available $)______ x 15%. = _________/mo to build referral business.
Referral sources on a database? [ ] Yes, [ ] No SC%=Sales closing ratio Money Lost: $________ over ____ yrs
Referral Source: Earn: A:__________, B:__________, C:__________ Invest: A:__________, B:__________, C:__________
Clients: Earn: A:__________, B:__________, C:__________ Invest: A:__________, B:__________, C:__________
Note: Please use reverse side of this page for any additional information about your business that you would like to share.
Personal Questions
Name: ___________________________
The review of the Life Stewardship X-Ray is designed to consider all aspects of an individual's life and help the individual implement systems that work even when the individual is not working. By implementing the best systems, you can improve balance in every area of your life.
Marital Status: _______
If married: Years married: _____, Spouse's name: ____________________
Children's Names/Ages: ____________, ____; ____________, ____; ____________, ____;
____________, ____; ____________, ____; ____________, ____.
1. What is the most important thing to you in life? What are your life's priorities?
2. For what do you want to be known? (What would you like to have written about you on your tombstone?)
3. List one personal relationship you would like to improve upon over the next twelve months.
4. List one thing you personally would like to improve over the next four months.
5. If you have children, what would you like to do over the next six months to improve your relationship with them?
6. If you are married, list one thing that your spouse would really appreciate on a regular basis that would improve your relationship.
7. What would you like to be doing in five years?
8. Looking at the most important, most valuable relationship you have, list one or two things you did in that relationship that you are not currently doing.
Additional Business Questions
Name: ______________________
1. Please think six months into the future. How will you know that the business planning system you are using has been successful?
2. List one to three areas in which you feel immediate assistance will help you reach your dreams.
3. What is your greatest strength? Please list one way you believe you can more effectively use that strength.
4. What is your greatest weakness? Please list the main way this weakness hurts your ability to reach your dreams.
5. What do you enjoy most about what you do professionally?
6. What do you like least about what you do professionally?
7. What do you believe we can do for you in the next sixty days that would make you say, "WOW! This professional/ business development system has been great!"
8. If you could be on an ideal professional team, what characteristics would that team possess, and what would you like your role to be?
9. Over the last few years, what has worked well for you in business? List several things you did in the past but are no longer doing. List one thing you think would make the most difference with the least effort.
10. Average number of leads (name and phone number) you receive each week. ______/week
11. Do you have turnkey systems for the following?
New Leads: Y/N-Generating, Y/N-Phone follow-up, Y/N-Mail follow-up, Y/N-Ongoing follow-up
Current/past clients: Y/N-Generating, Y/N-Phone follow-up, Y/N-Mail follow-up, Y/N-Ongoing follow-up
Professional referral sources: Y/N-Generating, Y/N-Phone follow-up, Y/N-Mail follow-up, Y/N-Ongoing follow-up
12. Please tell us a little about your current position and company and your greatest contribution to the company.
Advanced Personality Testing
With the advanced personality testing, we will "fine tune" the testing and help you identify your primary and secondary personality style. You have boxes to check in either A or B, C or D. (ALWAYS check THREE FOR EACH QUESTION!) Based on the degree to which you feel a certain way, please check the correct number of A-'s, B's, C's, and D's. The stronger you feel about "A," the more checks you give to it. (Example: #1. A-1 check B-2 checks : You feel you tend to move more slowly and deliberately, but not 100% of the time. If a statement is 100% true for you, it should have 3 checks.)
Assertiveness
| 1. Do you tend to (A) move more slowly and deliberately, or (B) do you tend to move more rapidly? | A— B— |
| 2. Do you tend to (A) speak more slowly and softly, or do you (B) tend to speak more quickly, more intensely, and often more loudly? | A— B— |
| 3. Do you tend to (A) lean backward, even when making a request or stating an opinion or do you (B) tend to sit upright or lean forward, especially to make a request or state an opinion? | A— B— |
| 4. Do you tend to be (A) tentative and less forceful in expressing opinions, making requests, and giving directions or (B) more emphatic? | A— B— |
| 5. Do you tend to be (A) less confrontive or (B) more confrontive? | A— B— |
| 6. Would you tend to (A) let others take initiative, or would you (B) tend to take the initiative yourself? | A— B— |
| 7. Would you be more likely to (A) request people to do things or (B) tell people what needs to be done? | A— B— |
| 8. Do you (A) make decisions more slowly or (B) more quickly? | A— B— |
| 9. Do you tend to be (A) less risk oriented or (B) more risk oriented? | A— B— |
| 10. Do you exert (A) less pressure for decisions or (B) more pressure for decisions? | A— B— |
| 11. Do you have (A) less intense and less consistent eye contact, or (B) more intense and more consistent eye contact? | A— B— |
| Total A's - Total B's = Final Score------------------------------------------- |
Responsiveness
| 1. Do you tend to (C) limit your use of gestures, or (D) do you tend to gesture more frequently? | C— D— |
| 2. Do you tend to (C) move more rigidly, or (D) do you tend to move more freely? | C— D— |
| 3. Do you tend to (C) have less facial expressiveness or (D) do you tend to have more facial expressiveness? | C— D— |
| 4. Do others see you as being (C) more serious or (D) more playful? | C— D— |
| 5. Do others see you as being (C) more reserved, or (D) are you seen as more outgoing? | C— D— |
| 6. Do you prefer to be (C) more formal/structured in your life or (D) less formal/structured? | C— D— |
| 7. Do you tend to be (C) more controlled in your expression of feeling, or (D) are you more free and less guarded in your expression |
C— D— |
| 8. Do you (C) focus more on facts, or (D) do you focus more on feelings? | C— D— |
| 9. Do you (C) appear more task oriented, or (D) do you appear more people oriented? |
C— D— |
| 10. Do you (C) tend to be less interested in small talk, anecdotes and jokes, or (D) do you tend to be more interested in these things? | C— D— |
| 11. Do you (C) make decisions based largely on facts, or (D) do you allow your feelings to have a greater influence on decision making? | C— D— |
| 12. Do you (C) demonstrate more discipline in your use of time, or (D) do you demonstrate less discipline in your use of time? | C— D— |
| 13. If you were in a supervisory position, would you (C) supervise in a task oriented manner, or (D) do you supervise in a more personal manner? |
C— D— |
| Totals: Total C's - Total D's = Final Score------------------------------------------- |
Seminar Survey
Date: ____/____/______ Session # ___ & ___ ___________________________
Please rate our training on a scale from 1 to 10 (with 10 being Best).
Session Number #____ #____
1. Quality of instructor(s) _____ _____
2. Quality of materials _____ _____
3. Quality of seminar _____ _____
4. Benefit to business relationships _____ _____
5. Benefit to other relationships _____ _____
Please complete the following questions:
6. What was the best aspect of the training session?
7. What could be improved?
8. Why would you recommend (or not recommend) this seminar to others? Please explain.
9. Was the amount of training adequate?
10. Please list one or two individuals who might benefit from this type of seminar.
(Family members, friends, co-workers, referral sources, etc.)
Name_________________ Company _______________ Phone(______)_______________ Personality Type_____E-Mail________________
Name_________________ Company _______________ Phone(______)_______________ Personality Type_____E-Mail________________
11. Please rate your interest in learning more about the following items. (1 to 10 with 10 most interested)
___ Interest or importance to you. / [___] How much would you like to be pushed?
___/[___] Research results ___/[___] Lead follow-up system ___/[___] Past client turnkey marketing system
___/[___] Marketing system ___/[___] Lead generating system ___/[___] Time management system
___/[___] Business planning system ___/[___] Professional referral system ___/[___] Database management system
___/[___] Life balancing system ___/[___] Relationship marketing system ___/[___] Assistant effectiveness system
12. How often do you attend seminars? (please check one)
[ ] Every 3-4 months [ ] Every 5-8 months [ ] Every 9-12 months
Name:__________________________________ Phone:(____)___________ Fax:(____)______-________
Company:_______________________________ Email: ____________________________ [______]
Additional Ways To Use X-Rays!
Everyone we work with has the potential to help us build our business and make our careers more successful. The Effectiveness X-Ray is designed to help people in every area of their lives. If you will assist them in achieving their dreams and goals, they will do everything in their power to help you achieve your personal and professional goals. The Effectiveness X-Ray is a great tool that helps achieve both ends.
Another way to help business professionals, owners, and salespeople is to help them build strong professional referral sources that will refer business to them. It is like having your own personal sales force assist you in building your business. Many professionals have used the Effectiveness, Business, and Management X-Rays to bring added value to other professionals with whom they currently are working or with whom they would like to develop a relationship.
It can be a very economical way to help a professional referral source build their business and at the same time build your own personal business. It is important to remember that if you can assist each of your professional referral sources to effectively increase their business by 50%, your business will also have the opportunity to grow by 50%. The following script is one type of phone or in-person script to consider using as you develop business with referral sources.
The business X-Ray will work for any entrepreneur in any industry. Accountants, salespeople, financial planners, attorneys, insurance agents, realtors, mortgage brokers, small business owners, or anyone who works within a company will benefit by utilizing the Effectiveness X-Ray.
To get an appointment:
"Hi my name is ________________, and I do business a little differently than others in my industry. I work with ten to fifteen top professional referral sources and help them achieve greater success in their careers and assist them in reducing the number of hours they work by 10 to 15 per week. The way I do this is by implementing systems that will help them get more done in less time and have great balance in all areas of their lives. Would you like to set up a 20-minute appointment to see if you qualify to participate?"
To explain the Effectiveness X-Ray:
"The Effectiveness X-Ray will analyze many different aspects of your career and will provide color graphics showing where your strengths and weaknesses lie. It will highlight areas that could be greatly enhanced by systems that also will save you a great deal of time. There are also over 70 pages of instructions and materials that provide insight and direction on how to increase your income, decrease the number of hours you work, better achieve your full potential, and keep better balance in all areas of your life.
If the above scripts do not seem to work for you, please contact your certified ActionVision consultant to assist in modifying the script to meet your specific needs.
Professional Letter
Dear Professional,
Are you achieving your potential? Do you ever feel like your life is out of control? Would you like to have more fun in your life? Do you hate when things don't work out the way you plan? Are you tied of those around you not getting along?
The Effectiveness X-Ray may be able to assist you in the challenge you are facing in your career, relationships, or friendships. Experience has shown me that most people know deep down when they aren't achieving their full potential. There are numerous reasons for this,but no mater what the reason, it's never a good situation.
A powerful tool called the Effectiveness X-Ray has helped me to work toward achieving my own potential by better understand myself, loved ones, family, friends, co-workers, and clients. The first phase of the X-Ray only takes about 15 minutes and can be done right over the phone.
I have contracted with a professional consulting company to help me grow my business. They are assisting me in developing and implementing systems to increase my income and decrease the number of hours I work each week. I am working with them to identify ten to fifteen successful professionals who understand the value of implementing powerful sales and marketing systems in their business. I have identified you as one of those individuals.
Please call today if you are interested in investing fifteen minutes to determine if you qualify to participate in these programs. I will only be offering these systems to an exclusive group of individuals; if you are not interested, I would appreciate a call so I am able to make this opportunity available to another professional.
Normally the consulting company charges $395 for the X-Ray, but for those who will consider working with me, there is no charge. Even if we do not develop a business relationship, the X-Ray and analysis will be of great value to you and your business. The X-Ray interview will take fifteen minutes and can be done in-person or over the phone.
After the X-Ray is completed (provided you qualify and are interested in implementing these turnkey life/ career development systems), we will set up a one-hour initial interview and meet fifteen minutes a month. Working to reduce the average number of hours you work and improve the overall results you achieve would be our pleasure and privilege.
Sincerely,
Are you reaching your full potential?
Would you like to...
Spend more time with your family?
Have some time for yourself?
Have more fun?
Do some things you've always wanted to do?
Just sit around and relax or talk to friends?
Do you have challenges with keeping your life balanced?
Would you like to work fewer hours...and earn more money?
Have you ever felt like your life or business was on a roller coaster?
If any of the above is true for you or someone you love, you will definitely want to attend this seminar. We will teach powerful business and life principles that have helped us increase our income and decrease the number of hours we work. How? By implementing powerful systems that build our businesses for us even when we're not working.
This is one seminar you don't want to miss. Those who attend will be talking about it for months to come. It will change the way you think about your business.
Bring your business card and enter our drawings for a FREE X-Ray. The X-Ray will show you how to better achieve your full potential.
Call Today To Confirm Attendance
Phone:
Fax:
Date:
Time:
Newspaper Advertising
for "Developing leads for a turnkey referral development system."
Having a turnkey professional development system in place will assist you in growing your business in very exciting ways. By using the Having a turnkey professional development system in place will assist you in growing your business in very exciting ways. By using the Business, Management, and Effectiveness X-Rays to bring added value to targeted referral sources, you will determine very quickly which professionals will be a good match for you.
A good professional refereral souce can be worth $25,000 to over $100,000 in extra yearly income. If you only had five other professionals that you worked with, that could increase your income by 25% to over 100%. Create your own personal sales force by using the X-Rays to bring added service to each of your professional referral sources. As you assist them in increasing their income and decreasing the number of hours they work, they will help you grow your business.
If you have a great turnkey professional referral development system in place, it will usually take three to six months to develop a strong professional referral source. One way to do this would be to place an ad in a newspaper, professional trade publication, or magazine. This ad will help to draw in leads for other professionals who might be interested in working with you to develop both your businesses together.
The following are some ideas to get started with an ad:
XE01.
Are you a successful professional who would like to work fewer hours? Would you like to implement systems with other professionals that will help you earn more money and work fewer hours? Call me today for a FREE health analysis for your business. 000-000-0000
XE02.
How healthy is your business? Would you like to team up with other professionals to share leads and successes? Call me today for a FREE business X-Ray. 000-000-0000
XE03.
Are you living up to your full potential?
Call me today for a FREE Effectiveness X-Ray.
000-000-0000
XE04.
What are the solutions to the biggest challenges you are facing in your business today? I may be able to share my leads with you if you are able to share your business leads with me. Call me today to determine if our leads will complement one another. 000-000-0000.
