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Sidekicks win agency championships


Picture yourself coaching an insurance agency dream team. From sales to service to operations each player glides down the court with the clear headed precision of a championship-winning squad, combining efficiency, teamwork, and an unshakable mindset.



This is what we are selling here at Sidekick. Each player on your roster gets a quick daily check-in based on a massive library of questions created by the top selling multi-line agent in the history of insurance. His team was ranked #1 in multi-line sales TWENTY THREE separate years. They'll be organized and focused on the fundamentals, they'll be practicing and making more of the toughest shots.


You have the option of either having your own player complete the check-ins or you can hire one of our Sidekicks to do it. Having your player do it is often the best plan, and the cheapest one, too! The main thing is to pick the right player.

You can give the iPad to the least experienced person on their team and they’ll quickly become an invaluable expert. Or you can assign the responsibility to someone you are grooming as your office manager. The most important thing is to answer this question honestly: Do I have someone who has the temperament to keep up this daily habit? And will I allow them to set aside the time to check-in the whole team?



In this article, we'll talk about how teams that use SideKicks check-in process enjoy the thrill of leading a high-performing sales team. We'll explore how these qualities come together like a symphony, creating a dynamic, motivated, and successful whole, each player contributing to the team's collective triumph.


Chapter 1: Efficiency – The MVP of Sales

Efficiency is the MVP of the sales game. That star player who consistently delivers and you are lost when they are injured.

  • Executing Flawless Plays: Your team follows a playbook of well-honed strategies, making the right moves at the right time. Roleplaying is a way of life and they are always getting reminded of the fundamentals.

  • Data-Driven Decisions: Leaders are prompted to make quick decisions based on data they actually trust. A secret weapon for winning the game.

Chapter 2: Organization – The Playbook for Success

An organized sales team is like a sports team that knows its playbook inside and out.

  • Crystal-Clear Signals: Everyone on the team understands the game plan, reducing the chances of missed signals.

  • Teamwork Excellence: They pass the ball (or leads) smoothly and make game-winning assists.

  • Adaptability to the Game Plan: If the game changes, they adjust on the fly, staying ahead of the competition.

  • Fewer Turnovers: With organization, there's less confusion, chaos, and fewer fumbles along the way.


Chapter 3: The Champion's Mindset – Winning Attitude

A champion's mindset is the X-factor that turns an ordinary team into a championship-caliber one. It's about:

  • Rising from Defeats: No matter how challenging the game, they bounce back with unwavering strength.

  • Continuous Training: Sidekick teams are always on the lookout for ways to elevate their game, much like elite athletes.

  • Friendly Rivalry: Healthy competition within the team pushes everyone to perform at their peak.

  • Thrilling Performances: They prioritize delivering remarkable performances, delighting their fans (customers) along the way.

Chapter 4: Personal Mastery – Skill Development

When each team member takes ownership of their skill development, they can find their own peak performance. Real ownership involves:

  • Self-Assessment: Team members evaluate their strengths and weaknesses, identifying areas where they can improve.

  • Goal Setting: They establish clear, measurable objectives for skill enhancement, much like athletes setting personal records.

  • Proactive Learning: Members running Sidekicks check-in process actively seek resources and opportunities for skill development.

  • Feedback and Adaptation: They solicit feedback, fine-tuning their skills based on input from peers, mentors, and coaches.

Chapter 5: The Winning Symphony of Efficiency, Organization, Mindset, and Ownership

The real excitement of leading a sales team lies in the harmonious synergy of these four elements: efficiency, organization, a champion's mindset, and personal ownership of skill development. When these qualities align, extraordinary results are within reach:

  • Efficiency Sets the Pace: Efficiency ensures that team members can focus their energy on high-impact activities, much like athletes concentrating on crucial plays.

  • Organization Enhances Collaboration: An organized team communicates seamlessly, similar to a sports team that passes the ball with precision and perfect timing.

  • Mindset Fuels Determination: A champion's mindset propels team members to surpass their limits, just like athletes who aim for new records.

  • Ownership Cultivates Excellence: Personal ownership of skill development fosters individual accountability, much like athletes who take charge of their training regimen.

Chapter 6: Measuring Success – The Scoreboard of Achievement

In the world of sales leadership, success is often measured in quantifiable results: revenue growth, sales targets met or exceeded, and market share gained. However, the true measure of success extends beyond numbers:

  • Team Satisfaction: When team members find fulfillment and purpose in their roles, it's akin to athletes relishing their time on the field.

  • Continuous Learning: A culture of ongoing learning and skill development mirrors athletes who relentlessly pursue improvement.

  • Customer Loyalty: High customer satisfaction and repeat business echo the fan loyalty enjoyed by celebrated sports teams.

  • Innovation and Creativity: Encouraging team members to think creatively is like a sports team that constantly innovates to stay ahead.

The thrill of leading a sales agency team that embodies these qualities requires a culture where success becomes a way of life, a dynasty that continually strives for greatness.


Chapter 7: Tackling Challenges – The Game's Ups and Downs

Leading a high-performing sales team isn't without its challenges, similar to the hurdles faced in sports:

  • Sustaining Motivation: Maintaining a winning mindset and high motivation levels is like coaching athletes through tough times.

  • Balancing Autonomy and Accountability: Encouraging personal ownership while maintaining accountability is akin to managing a team's chemistry on the field.

  • Adapting to Market Changes: Staying ahead of market shifts is comparable to a sports team adjusting its tactics mid-game.

  • Avoiding Burnout: Balancing ambition with self-care is like ensuring athletes don't burn out from overtraining.

Effective leadership means addressing these challenges with strategic plays, open communication, and a commitment to the team's well-being, much like a coach guiding their team through the season. This is heart of a Sidekick Check-in.


Chapter 8: The Final Whistle – A Legacy of Excellence

Leading a sales team that operates with efficiency, organization, a champion's mindset, and personal ownership of skill development is a remarkable journey, similar to coaching a team to multiple championships. It's about fostering an environment where excellence becomes second nature, and success isn't just an endpoint but a continuous pursuit.


The excitement of leading such a team is akin to witnessing individuals coming together to achieve collective greatness. It's like watching a team of athletes who, through teamwork and dedication, create a legacy of excellence that extends far into the future.


As a leader, the joy comes from knowing that your influence reaches beyond immediate results and numbers. It shapes the growth, development, and fulfillment of each team member, establishing a legacy where success is not just achieved, but lived every day. Leading a sales team with efficiency, organization, a champion's mindset, and personal ownership of skill development is not just about winning; it's about creating a culture where winning is a way of life.



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