- Spouses on JT Talk Facebook Page – Vote – Unanimous Yes
- Conclusion: We talked about how it could help improve culture because spouses are also a part of the team, which outweighed the potential downside below
- We also discussed possible downsides, like people holding back on posting because there are people we don’t personally know on the page, as well as the possibility as someone not having the same sense of humor we do
- We want to encourage spouses to interact with posts, etc. if they want to be part of the page so that they can feel part of the team
- Option to jump in & out of ISA Program – Vote – Unanimous – Yes
- Conclusion: Agents will be allowed to have ISA cover lead shifts (if Dan approves). Any lead converted from leads that come in from that shift or nurture leads that convert during that shift will go to the agent being covered, agent having ISA cover lead shift will not be part of the rotation.
- We talked about how the option should be available if someone needs a shift covered; only after reaching out to the team first for coverage if you are not in the ISA program (Dan still needs to approve who lead shift is passed to)
- If an ISA ends up taking your shift, you will get the ‘hot leads’ if you’re available, and nurture leads converted on ISA’s regular shifts will still go to the round-robin rotation
- If a lead converts during the agent’s shift, it will be passed to that agent, but they will not be included in a future rotation unless the ISA program is part of their business plan
- We talked about hesitations and the effect it could have on the round-robin of leads that get handed out.
- This list will stay the same either way, only the people who are in the ISA program will consistently be a part of this rotation. If you want to be added to the list, you will need to be committed to the ISA program and have it a part of your business plan.
- We also discussed the possibility of more people wanting to be part of the ISA program because of this option; the majority agreed this likely will not happen
- Essentially, the option is there if needed but we want to make sure that we have a continuous amount of agents able & willing to cover shifts so we do not overload the ISA dept.
- Prep for team growth in 2021 (Breaking meetings up into smaller groups)
- We talked about Jeff’s vision for this, and that it’s not a matter of if we do it but how we do it. We’ll be bringing new agents on in 2021 and we need some way to break the team into smaller groups to be able to encourage everyone to speak up.
- Ideally, 5-7 people work better unanimously rather than trying to please a large group of people.
- In smaller groups, your voices get heard and people will be more likely to speak up about AHA’s, concerns, best practices, etc.
- We discussed the possibility of extending meetings and breaking them down into time groupings. I.E:
- Team numbers, team & individual wins, etc. from Jeff & Dan
- ‘Breakouts’ into smaller groups that can be more interactive, discussing database & lead generation
- And then coming together in the end and sharing the best ideas from breakouts
- We also discussed having these groups being broken down with SLC members as the leaders & that there will always be crossover in education, but agents need to lock down their one focus on how to grow and succeed in their business.
- Conclusion: Likely not breaking the team up into pods or smaller groups, only in the larger meetings (like database and lead conversion) we’d be breaking up into breakout groups after the first 20 min or so.
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