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How Sidekick drives explosive sales results



Sales professionals are often seen as individuals who work independently, driven by targets and commissions. However, the role of captive insurance agent goes far beyond assigning quotas and tracking metrics.

Sidekick is a simple process anyone in your office can run which provides each player a personal assistant, a gym buddy, and a coach. It is the fastest path to a culture of peer driven accountability and continuous skill improvement.

In this article, we’ll talk about the value of having a player on your team who conducts quick, daily check-ins with everyone on your team using the Sidekick Check-in app.

The Role of Sidekicks

Before we delve into the specifics of our daily check-ins, it's important to understand the broader context of the Sidekick’s role. This team member can be someone who just started working for you yesterday. They are usually the leader's executive assistant or someone being groomed for the office manager role.

This player is there to take a MASSIVE weight off the shoulders of the agent. And every thing they say to your team is carefully curated by Sidekick creators to build a permanent culture of peer driven accountability, personal initiative and self reliance.

As the agent, you are responsible for driving revenue growth, keeping your team’s eye on the sales pipelines, but it doesn't work without a Sidekick to get you and everyone else pulled out of the noise of the day so they can avoid headaches, see the big picture, as your team gets genuinely motivated about the important work they do for society.

In a highly competitive and dynamic sales environment, it's essential to maintain a motivated, engaged, and well-supported sales force. This is where the daily check-in comes into play. These brief, daily interactions between sidekicks and team members can have a profound impact on the team's performance and morale.

The Basics of Daily Check-Ins

Daily check-ins are short, focused conversations that sales managers or their designated assistants have with individual team members. These discussions typically last no more than 7 - 10 minutes and aim to achieve several critical objectives:


  • Cadence of Accountability: Daily check-ins provide an opportunity to review the previous day's performance. This includes discussing sales achievements, progress toward targets, and adjustments that are needed.

  • Goal Setting: Sidekicks use these sessions to challenge everyone to set clear, actionable daily goals. These goals should align with larger monthly or quarterly targets. And we always keep the agent in the loop.

  • Skill development: These interactions encourage each player to own their personal skill development journey. Team members are prompted to decide what next skill they want to master, and we even ask them to look for cross training opportunities they can share with their peers.

  • Celebrate your wins: Daily check-ins serve as a source of motivation and encouragement. Recognizing and celebrating small wins can boost morale and keep players in the game.


Keeping the agent informed

One of the key benefits of daily check-ins is the opportunity to keep a busy leader in the loop as their team climbs up the mountain together. Sidekick check-inshelp agents by letting you know what is going on in the minds of your team, and we’ll give you prompts to act in real time. Trust is the foundation of a productive and collaborative working relationship. When sales professionals know that their leader is genuinely interested in their success and well-being, they are more likely to be open, honest, and receptive to feedback.

Daily check-ins with a sidekick running the Sidekick Check-ins process creates a consistent and structured space for this trust to develop. By regularly engaging with each player through the Sidekick check-in process we can help leaders show genuine interest in their progress and challenges.

Performance Tracking and Accountability

Another significant advantage of Sidekicks daily check-ins is the way we help leaders closely monitor and track sales team performance. In a fast-paced sales environment, timely intervention and adjustment are critical. Daily check-ins prompt managers to do quick spot checks looking out for issues or trends when there is still time to take proactive measures to address them.

This daily accountability can significantly impact sales results. It ensures that team members remain focused on their targets and motivates them to take ownership of their performance. It also provides a platform for managers or their assistants to hold team members accountable for their commitments and actions.

Targeted Support and Coaching

Sidekicks around the world provide an ideal platform for targeted support and coaching. By tailoring their guidance and coaching to individual needs, AND DELEGATING IT THROUGH A TEAM RUN PROCESS leaders can maximize the effectiveness of their support.

Enhancing Communication and Team Cohesion

Effective communication is the lifeblood of any successful sales team. Daily check-ins foster a culture of open communication, where team members feel comfortable sharing their thoughts, concerns, and ideas. This open dialogue promotes collaboration and team cohesion, leading to a more supportive and productive work environment.

Moreover, daily interactions enable sales managers or their assistants to cascade important information and updates rapidly. This ensures that the entire team remains aligned with the organization's goals, strategies, and any changes in market conditions.

Employee Development

Daily check-ins running Sidekick are not just about short-term goals; they also play a crucial role in long-term employee development and career growth. Through these regular interactions, and the private alerts we send to managers, Sidekicks help identify team members' strengths, areas for improvement, and aspirations.

In the competitive world of sales, having the right team member use our app to complete quick, daily Sidekick check-ins with each player on your team can be a game-changer. They deliver accountability, communication, and continuous improvement. Agents who implement this practice not only boost short-term performance but also lay the foundation for long-term, explosive success.


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