coaching business incentives - southwestern...

2019

Coaching Business Incentives

ContentsSWC INCENTIVE CATALOG

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PERFORMANCE-BASED INCENTIVES

REVENUE-BASED CHECKPOINTS

POINT EARNING & LEVELS

100 POINT REWARDS

200 POINT REWARDS

300 POINT REWARDS

400-500 POINT REWARDS





INCENTIVE TRIP

COACHING GLOBAL SUMMIT AWARDS

FAST START AWARDS1

Fast Start $100 CASH

Super Fast Start $250 CASH

MONTHLY NEW CLIENT AWARDS2

5 Club $150 COMMISSION CHECK + LEVELS 1-5

Black Belt LEVELS 1-6: SEE PRIZE LIST

Sales Ninja LEVELS 1-6: SEE PRIZE LIST

Jedi LEVELS 1-6: SEE PRIZE LIST

COACHING RETENTION INCENTIVE

COACHING-COACH RECEIVES AN EXTRA $10 PER COACHING CALL PERFORMED

CONTINUING EDUCATION5 AWARD $200 EDUCATION REIMBURSEMENT OR

FLIGHT VOUCHER TO ANY TRAINING

5-STRONG AWARD $250 CASH & TROPHY

STRONG FINISH AWARD $150 GIFT CERTIFICATE TO SPA OF YOUR CHOICE

GROWTH AWARD $500 SHOPPING SPREE WITH SENIOR PARTNER

TOP PRODUCER’S CLUB3INVITATION TO TOP PRODUCER’S CLUB DINNER, CHAMPAGNE & ENGRAVED CHAMPAGNE GLASS

TOP PRODUCER AWARDS3,4

Rookie $500 CASH

Veteran $1,000 CASH

1 The Super Fast Start Award is the highest level of the “Fast Start” Awards. For awards with multiple levels, coaches will receive the award associated with the highest level for which they qualify.

2 The Monthly New Client Awards have four different ranks and their respective prize levels. Each month, coaches can earn the highest rank and level for which they qualify. For every month that the coach achieves the same rank, they will advance to the next prize level within that rank. Coaches can qualify for a combination of any of the ranks within the campaign.

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1-Month Dates

Jan 1-31

Mar 1-31

May 1-31

Feb 1-28

Apr 1-30

Jun 1-30

AWA RD INCEN T I V E

Run 5 workshops OR set/run a combo of 10 workshops in the first 2 weeks of the campaign (January 1 - January 18).

Run 10 workshops OR set/run a combo of 15 workshops in the first 4 weeks of the campaign (January 1 - February 1).

At least 5 lives changed in one month during the campaign. $150 will be added to commission check.

At least 12 lives changed in one month during the campaign.



All lives changed that stay in coaching past 12 months.

At least 40 new lived changed in the campaign.

Person with most “5-Strong Weeks” during the campaign (according to Infusionsoft).

A 5-Strong Week is a combo of 5 workshops run/set in one week.

At least 20 new lives changed the last month of the campaign (June 1 – June30, 2019).

Person with the highest percent revenue growth from one campaign to the next. Must sell at least 25 clients in current campaign. Must beat personal best month.

Rookie with 25 new lives changed in their first full campaign.

Veteran with 50 new lives changed in the campaign.

Rookie with the most lives changed in one campaign.

Veteran with the most lives changed in one campaign.

3 For “Campaign” Awards, a new coach is eligible as a Rookie until they complete their first full Coaches Camp/Global Summit and Campaign, after which the coach begins their first Veteran Campaign.

4 If the Top Producer - Rookie sells more clients than the Top Producer - Veteran in a campaign, the prize incentive will be switched and the Rookie will receive the higher amount.

5 The Continuing Education Award expires one year after it is issued.

REQUIREMEN T

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Client Month Explanation

A Client Month is earned for every month that payment clears for coaching.

TPE & ME = 1 Client Month

Elite Level = 2 Client Months

AWA RD INCEN T I V E

SHAREHOLDER • 1,170 SHARES OF SOUTHWESTERN STOCK

TEAM LEADER

• ABILITY TO RECRUIT AND TRAIN OTHER COACHES

• INVITED TO EXCLUSIVE TEAM LEADER CALLS AND MEETINGS

PARTNER1

• INVITATION TO PARTNER MEETINGS

• TRAVEL EXPENSES REIMBURSED FOR ONE SWC COACHES CAMP PER YEAR2 UP TO $500

• $500 TOWARD A TOM JAMES SUIT

CONTENT CONTRIBUTOR

• ELIGIBLE TO BE A TPE/ME CONTENT CONTRIBUTOR

• ADDITIONAL FEATURES AVAILABLE WITHIN YOUR SWC WEBSITE PAGE

• CONSIDERED FOR SPEAKER STATUS IN SWC SPEAKING BUSINESS (ADDITIONAL REQUIREMENTS APPLY)

ELITE-LEVEL COACH • ABILITY TO EXCLUSIVELY COACH ELITE-LEVEL CLIENTS

SENIOR PARTNER1

• REIMBURSEMENT FOR LEADERSHIP DEVELOPMENT2

• INVITATION TO PARTICIPATE IN COACHING BUSINESS SENIOR PARTNER MEETINGS

• INCENTIVE TRIP PAID FOR YOU AND YOUR SIGNIFICANT OTHER

REQUIREMEN T

Minimum of $100,000 in revenue sold within the calendar year. Qualification for additional shareholder levels increase by $100,000 per level. Refer to the “Coaching Division Stock Plan” document.

400 client months in personal production sold within a calendar year.

1,670 client months in combined team and personal production sold within a calendar year. Refer to the “Becoming and Maintaining Partner Status” document. Ongoing minimum requirement: no less than 1,336 client months in consecutive years.

Achieved Partner Status.

• Achieved Partner status OR receiving an “A” coaching score. (Application due by 9/30 each year.)

4,200 client months in cumulative career personal production, as well as 4,200 client months in team production sold within a calendar year, and has achieved Partner Status.

Refer to the “Becoming and Maintaining Senior Partner Status” document. Ongoing minimum requirement: no less than 3,360 client months in team production in consecutive years.

1 “Partner” and “Senior Partner” status are eligibility levels to be considered, but they are granted after a leadership qualifications review and approval from other existing Partners and Senior Partners.

2 Travel Expenses must be turned in prior to December 31st of that year in order to be qualified for reimbursment.

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Point EarningLEVELS

Black Belt

1 5 clients in 1 month for 2 months of campaign 100





1 12 clients per month for 1 months of campaign 200





6 12 clients per month for whole campaign 1000

Traditional prize levels will be converted to a new point system. Example of system: Black Belt Level 4 is equivalent to 600 points with the option of picking 6 100-point items or 1 600-point item. At the end of the campaign, you will be notified of your total number of points earned.

L E V EL

L E V EL

QUA L IF IC AT IONS

QUA L IF IC AT IONS

P T E A RNINGS

P T E A RNINGS

5 Club

65

Jedi

Sales Ninja




4 24 clients per month for 4 months of campaign 1,000


6 24 clients per month for whole campaign 1,500

L E V EL QUA L IF IC AT IONS P T E A RNINGS






6 36 clients per month for whole campaign 3,000

L E V EL QUA L IF IC AT IONS P T E A RNINGS

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| 12-Month Birch Box Subscription (Male or Female)

| Omaha Steaks Inspiration Package 2 (5 oz) Filet Mignons, 2 (8 oz) Boneless New York Strips, 2 (5 oz) Top Sirloins, 2 (4 oz) Omaha Steak Burgers, 4 (3 oz) Gourmet Jumbo Franks, 4 (2.88 oz) Potatoes au Gratin

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| A | ZonLi Weighted Blanket Hypo-allergenic and non-toxic, this blanket is made to relieve stess and improve

sleep. | B | Logitech Spotlight presentation remote | C | Automatic Belt-Drive Stereo Turntable Rediscover

your classic 33-1/3 and 45 RPM records on this fully automatic belt-drive turntable. | D | Apple Magic Mouse 2 compatible with Windows with driver download | E | Elevated Beer Tasters Set thoughtfully designed with

angles and shapes meant to enhance your brew’s unique makeup. | F | Nokia Body + Body Composition Wi-Fi

Scale | G | Google Home Smart Speaker & Home Assistant | H | 6-Month Coffee or Tea Subscription BoxBean Box: Freshly roasted and delivered to your home; Sips By: Teas selected specifically for you. | I | Tello Quadcopter Drone equipped with HD Camera and VR, Powered by DJI Technology and Intel Processor

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| Vivere Hammock with Arc Stand Double Cotton Hammock with Pine Stand

| 23 & Me DNA Test Discover your DNA story.

| Apple Magic Trackpad 2 or Dell TP713 Wireless Touchpad

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| A | Apple TV 4K 64 GB | B | Keurig K-Café single serve coffee, latte, and cappuccino maker | C | Apple Airbuds | D | Gift Card to your choice of spa | E | The Tie Bar 12-month subscription | F | Fitbit Blaze fitness watch | G | Nest Learning Thermostat easy temperature control for every room in your house. (3rd

generation) | H | Furbo Dog Camera with Treats WiFi pet camera with treat tossing and 2-way audio | I | HP Sprocket Plus instant photo printer

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| iRobot Roomba 675 Wi-Fi Robot Vacuum for carpet, hard floor, and hardwood

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| Omega J8006 Nutrition Center Masticating Dual-Stage Juicer

| Beats Studio3 Headphones Wireless over-ear

| Oculus Go 64GB Stand-Alone Virtual Reality Headset

| Apple iPad Wi-Fi 32 GB

| Philips Smoke-less Indoor Grill Infrared technology and reflectors guide heat to the cooking grid for evenly grilled food while the drip tray stays cool creating no smoke.

| Rosetta Stone 2-year subscription. Learn one of 24 languages!

| Yeti Panga 28 Backpack Airtight, Waterproof, Submersible

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400

400 PTS REWARDS

| Apple Watch Series 4 (40mm)

| Victorinox Lexicon Hardside Smart Suitcase

| Breville BFP800XL Sous Chef Food Processor

| GoPro HERO7 Black Waterproof Digital Action Camera with Touch Screen

| Cricut Maker Cut hundreds of materials with effortless precision. 50

0500 PTS REWARDS

| Gambit 3-Light Chandelier X9KVK

| Gift Card Airlines.com; Hotels.com

| Lib Tech Snowboard Cold Brew C2 158 cm

| Barisieur Tea or Coffee Brewing Alarm Clock

| G-Technology G-Drive 10TB

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600

600 PTS REWARDS

| Designer Purse Up to $600 toward purchase

| Olympus Mirrorless Camera OM-D-E-M10 Mark II with 14-42mm Lens

| Nashville Flight Training 3-Hour Introductory Flight Package

| Designer Watch Up to $600 toward purchase

| Gift Card Cloud Nine Living; Airlines.com; Hotels.com

700700 PTS REWARDS

| LG 49” 4K UHD TV SK8000 Series

| Disney Park Hopper 2 adults, 2 days

| Designer Shoes (Men’s or Women’s) $700 toward the designer shoes of your choice

| Gift Card Cloud Nine Living; Airlines.com; Hotels.com

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800

800 PTS REWARDS

| HUKOER Outdoor Bubble Tent Airtight, Waterproof, Submersible

| Google Pixel Slate 12.3”, 64GB

| LEGO Star Wars Millennium Falcon (75192) One of the biggest LEGO models!

| Gift Card Airline.com; Hotels.com; West Elm; Ticketmaster; Home Depot / Lowes; Ticketmaster; Amazon; Nordstrom

| Apple iPad Pro 11 inch, 64 GB with WiFi

900900 PTS REWARDS

| Canon EOS Rebel t7i DSLR Camera EF-S 18-55mm IS STEM Lens

| Gift Card Airline.com; Hotels.com; West Elm; Home Depot/Lowes; Amazon; Ticketmaster; Nordstrom

| Samsung 55’ 4K UHD TV NU8000 Series

2019

| New Air 116 Bottle Wine Cooler AWR-1160DB Premier Gold Series

| 20V Max Cordless Combination Kit 20.0 Voltage


1000 PTSREWARDS

| 13 inch MacBook Air 1.6 Ghz Dual-Core Processor, 256 GB Storage

| HP EliteBook x360 1030


| Surface Pro 6 256 GB

1500 PTSREWARDS

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| Brewie+ Advanced Home Beer Brewing Machine B20+

| Epson 4010 Pixel-Shifted UHD 3LCD Projector

2000 PTSREWARDS

| JGAURORA A7 Desktop Intelligent 3D Printer WiFi enabled and controllable from mobile app.


| Southwestern Travel Trip $3,000 credit to be applied to your trip booked through Southwestern Travel

| Sleep Number 360 p5 SMART BED King mattress with sleep tracking

3000 PTSREWARDS

2423

2020Amalfi Coast, Italy

ANNUAL VIP INCENTIVE TRIP

Star HALF OF TRIP 400 250

Celebrity FULL TRIP 550 350

Big Wig FULL TRIP + 250 SPENDING CASH

800 500

Dignitary 2 FULL TRIPS 1050 650

Legend 2 FULL TRIPS + ALL EXPENSES

1600 1000

L E V EL INCEN T I V E

CL IEN T MON T HS SOL D

V E T E R A N R O O K IE

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THE RETENTION AWARD

THE CLIENT RESULTS AWARD

COACH OF THE YEAR

FIGHTER AWARD

DESIGNATED HITTER AWARD

EXTRALLENCE AWARD

MOST LIVES CHANGED 2019

MOST LIVES CHANGED 2019 - ROOKIE1

COACHING BUSINESS TOP PRODUCER

COACHING BUSINESS TOP PRODUCER - ROOKIE1

TRIFECTA AWARD

2019 TEAM LEADER OF THE YEAR

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1-Month Dates

Jan 1-31

Mar 1-31

May 1-31

Feb 1-28

Apr 1-30

Jun 1-30

AWA RD REQUIREMEN T

For the person with the most clients who complete their initial 12-month contract during the 2019 calendar year.

Selling- Coach Retention Award • Must have sold at least 60 clients during the 2019 calendar year.

Coaching- Coach Retention Award • Must have coached at least 30 clients during the 2019 calendar year.

For the coach with the highest percentage of growth for a client who has completed coaching during the 2019 calendar year.

• Client completed the Sales Diagnostic Questionnaire (SDQ).• Coached client through 12 months.• Client completed Exit Survey.

Nominations based on CPA Scores.

• Retention• Peer Voting• Surveys• Client Results• Meets or Exceeds Company Selling Average• Peer Voted Award

Voted by Partners for the person who persevered through adversity during the year.

Voted by the Partners for the person who steps in during a time of need.

Voted by the Senior Partners for the person who put in extra excellent work and went above and beyond their normal job functions to help the company succeed during the year.

Person with the highest number of new clients sold during the 2019 calendar year.*

Rookie with the highest number of new clients sold during the 2019 calendar year.*

Person with the highest coaching revenue collected during the 2019 calendar year.*

Person with the highest coaching revenue collected during the 2019 calendar year.*

Person who sells over 100 clients, personally recruits over 5 new team members, and has their team production over the company average per person (3.5 clients per month for experienced team members, and 1.75 clients per month for new team members).

Team Leader with the highest coaching team revenue collected during the 2019 calendar year.*

1 For “Calendar Year” Awards, a new coach is a Rookie until they have completed a full calendar year (for example: January 1,2019 - December 31, 2019) as a certified coach, after which the coach begins their first Veteran year

* Reported by Infusionsoft2827

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