Genealogy lets you see the health and growth of your SFI business, the total number of PSAs and CSAs, and everything you need to know about them when you click the Full Genealogy, or if you just want to focus on the workers, click the Condensed version, and you'll know the progress you're making by using the appropriate Filters. It's also good to know the number of PRMs, and how many have opted out.
For me, the best Genealogy filters to use is Quick Filter. The reasons are many.
. Movers – I like to see who are in my Movers list every day and how actively they are working and how serious they are. This also shows who have logged back in after period of inactivity.
. New PSAs today – To check whether the PSAs I’ve won at Bid and Build are already there and so I can start the welcome and getting started procedure. Or to check the arrival of new PSAs purchased from ECAs or from the share in S-Builder Co-op.
. New PSAS Yesterday- To check whether I miss a new PSA the day before, or a new one has arrived after I closed the page.
. New PSAs in the last 10 days- This tells me how many PSAs have been received and been sent welcome emails.
. New PSAs in the last 30 days- This shows the total number of PSAs I have sponsored for the month and have been contacted by clicking each affiliate's profile.
. New CSAs today- To see if there's a new CSA today either from requalifying for the month.
. New CSAs in the last 10 days- To see if there's new CSA added from winning in any of the games, Daily Grand Drawing, or Daily Crown.
. New CSAs in the last 30 days- To check the total number of second-home CSAs received from qualifying as a higher rank.
. EA last month, not yet EA this month- Very useful when monitoring the progress of PSA EAs the month before and needs some following up. This is a crucial time to provide guidance and motivation for new EAs to requalify and become EA2.
. New EA this month- Shows new EA, if any, for the present month.
. Team Leaders.- Shows the progress I am making with my team, the number of Team Leaders I have helped develop into effective leaders who are now showing duplication. This shows who the real Workers are.
. New Team Leaders this month- If any. Helps in focusing on emerging leaders by working closely and providing extra help and guidance to these special affiliates.
. Logins yesterday - Shows who are actively working.
. Logins in the last 10 days- Shows regular workers.
. Inactives > 60 days - Shows those inactives that need contacting soon with quick emails and Here to Help, or Quick Tip E-Cards.
. Inactives > 90 days - The affiliates on this group need following up, in addition to the weekly newsletter and other reminders.
. Inactives – 320-360 days (removal soon)- These are in danger of being cancelled. Time to send a friendly reminder to log in to show SFI they're still around and still considering the business. I have a pre-written email especially for this group that I send twice a month.
. Online now - This is very handy to know when they're online to contact and have a short chat to discuss anything that requires attention..
So the Quick Filter is the best and so valuable to me in terms of monitoring the progress of my SFI business on a daily basis.
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Genealogy lets you see the health and growth of your SFI business, the total number of PSAs and CSAs, and everything you need to know about them when you click the Full Genealogy, or if you just want to focus on the workers, click the Condensed version, and you'll know the progress you're making by using the appropriate Filters. It's also good to know the number of PRMs, and how many have opted out.
For me, the best Genealogy filters to use is Quick Filter. The reasons are many.
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