The VisitorCoOrdinators can see who is inviting Visitors (The Members who do are VERY valuable.)

The VCO can see who, that is invited, visits. (When there are a lot of people who get an invitation, then don't visit, that's a clue for me.)
They can see who visits twice. (They don't always know if a Visitor took their second visit at a different Team; I can check.)
They know who joins.

Valerie Brutti taught me "it's not magical, it's mathematical."
Amir Demings told me he gets one yes for every 3 invitations.

That's why it's important to track.  If I'm not tracking every 'no' feels like rejection.  When I track it feels mathematical.

When I work on quarterly planning, the first page of my follow up report lists the 3 actions my client must perform next. 

The way I list each action has three parts:

1. Action
2. Expected result
3. Actual result

And in our progress review meetings we compare the expected result with the actual result. 

This can take some geting used to at first, bevause points 2 and 3 should match, but ofthen they do not. But is is a tremendously useful tool. 

A report that I use to forecast results the way coffee predicts We Did Business slips is a simple report called 

"Insured e-Sign Follow Up". This report is very significant to our agency because it provides me with 

confirmation that the insured has signed all required documents pertaining to their policy.  Often times,

policies are issued with specific discounts and credits that requires the applicant to acknowledge

understanding and receipt of their promise to fullfill the obligations of the policy holder. 

The report provides me with copies of all the document with the insured signature.

This is like a "We Did Business Slips" because it is a "Win" for the agent and a "Win" for the insured.  

In my business, the best forecast isn’t a spreadsheet. It’s a calendar.

When my client has no time blocked to train or develop their team, I already know the result: everything still runs through them. Their business doesn't run on systems.

Just like PowerBrew signals upcoming referrals, a blank development calendar predicts fire drills, fatigue, and stagnation.

So when I see that kind of calendar, I don’t need a report. I know what’s coming.

I keep track of the number of leads that come in and from what sources each month.

This is a good forecast for how many new clients I can expect for the month.

Different close rates depend on the lead source, so I also look at how to improve that rate for each one.

In my business, the initial client interview works much like a forecast of future results. During this conversation, I learn about their business operations, goals, and current challenges. From this, I can often predict the opportunities we’ll have to improve their systems—whether that’s better cash flow management, workflow automation, or ensuring compliance. Just like a coffee meeting can lead to a “We Did Business” slip, the initial client interview signals the potential for a strong working relationship and the results we can achieve together. It’s my early indicator that success is brewing.

In disaster recovery, my version of a coffee report is our daily job log. It tells me every open claim, what’s been done, and what’s next. When I see jobs moving forward and the schedule staying full, I know completions are coming, which means payments are, too.