Make the Score Visible

habits and systems · tactic

Give yourself a visible relationship-health score (touches made vs. touches planned), because a number you can see gets your competitive wiring to do the work.

The idea

We're wired for the short term: pizza over salad, Netflix over the gym, refreshing the inbox over calling a past client. A visible score borrows the mechanics that make games sticky and points them at the long-term work. At Contactually we started grading relationship health in 2011. Many users (not all) wanted to raise their grade immediately, which meant reaching out to their database, and I constantly got messages from people about their own scores.

How to do it

  1. Set the goal: how many people, how often. 250 people once a quarter is 1,000 touches a year, about 19 a week, or four a day.
  2. Score yourself against it. If you reach half your people on time, you're at 50%. On a report card that's a big fat F.
  3. Use green and red. Green for relationships on cadence, red for overdue. Red nags you to fix it.
  4. Ask the one question that matters: am I doing the activities I committed to?

Example

That's why Relatable got a leaderboard, which looks as out of place in a CRM as being handed a taco at the car wash. You earn points for the healthy habits: reaching out, adding details about people, logging interactions.

Watch out for

Sources

Relatable: Relatable tracks weekly activity streaks, which does the same job: you see at a glance whether you're keeping up.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.