PLANNING MEETING PREPARATION - The Paragon Team · PDF fileT2R-Checklist-1 Welcome to the...

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T2R-Checklist-1 Welcome to the Team. In order for your first planning meeting to be effective please give some consideration to the points below. 1. Who do you know list - Friends Family Neighbours Work colleagues etc… 2. From your understanding so far, what do you want to achieve by working alongside Forever? 3. What time are you able to put into your Forever business? 4. What you would like to be earning (monthly) from your business in: 6 months - 12 months - 2 years - 5. Bring a notebook and your diary Planning Session dates: Planning session 1 …… / …… / …… Planning session 2 …… / …… / …… (Ideally these 2 planning sessions should be within 2 or 3 days of each other for maximum impact) You are the designer of your destiny.You are the author.You write the story. The pen is in your hand and the outcome is whatever you choose.’ Lisa Nichols Teach2Reach Planning System PLANNING MEETING PREPARATION

Transcript of PLANNING MEETING PREPARATION - The Paragon Team · PDF fileT2R-Checklist-1 Welcome to the...

T2R-Checklist-1

Welcome to the Team. In order for your first planning meeting to be effective please give someconsideration to the points below.

1. Who do you know list - FriendsFamilyNeighboursWork colleagues etc…

2. From your understanding so far, what do you want to achieve by working alongside Forever?

3. What time are you able to put into your Forever business?

4. What you would like to be earning (monthly) from your business in:6 months -12 months -2 years -

5. Bring a notebook and your diary

Planning Session dates:

Planning session 1 …… / …… / ……

Planning session 2 …… / …… / ……

(Ideally these 2 planning sessions should be within 2 or 3 days of each other for maximum impact)

‘You are the designer of your destiny. You are the author. You write the story. The pen is in your hand and theoutcome is whatever you choose.’ Lisa Nichols

Teach2Reach Planning System

PLANNING MEETING PREPARATION

T2R-100+List-1

Name Telephone/Contact Comments

My ‘Who do you know’ List

Teach2ReachWho do you Know?Personal Use • Retailing • Sponsoring • Coaching • Personal Development

Date . . . . . . . . . . . . . . . . . . Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ID No . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Sponsor name: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Phone number: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Up-line Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Phone number: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

www . . . . . . . . . . . . . . . . User Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . Password . . . . . . . . . . . Area No. . . . . . . . . . . .

Your First 30 Days

T2R-Goals-1 Page 2

PERSONAL SHORT-TERM LONG-TERM

FAMILY

BUSINESS

Give serious consideration to what you’re prepared to work for!Start to develop your own personal ‘dream book’ of images and words that will excite andinspire you to take action and responsibility to grow your business.

‘Don’t set your goals too low. If you don’t need much you won’t become much.’ Jim Rohn

Teach2ReachYour WhyPersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Your WHY...Consider what you want to achieve in the short-term. Say in 6 months - look then to 12 monthsand long-term. For example £2000 - how would you spend it? If you had more time.. what wouldyou do? If you had peace of mind.....

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Link your WHY to the Marketing Plan

T2R-Goals-1 Page 4

Teach2ReachYour WhyPersonal Use • Retailing • Sponsoring • Coaching • Personal Development

What position in the FLP Marketing Plan do you need to achieve to realise your goals?

SUPERVISOR £250+

30% +8%

+5%

3%

3%

3%

3%3%

Supervisor (25 CC)

YOU

A/S 5%

Flo 5% A/S 5%

Forever

ASSISTANT SUPERVISOR £???

15%

New Distributor

Assistant Supervisor (5 CC)

YOUForever

30%YOUForever

ASSISTANT MANAGER £600+

30% +13%

8%

8%3%

5%

Assistant Manager (75 CC)

YOU

A/S 5%

Flo 8%

Mo

A/S 5%A/S 5%

Forever

Teach2ReachYour Why

Link your WHY to the Marketing Plan

T2R-Goals-1 Page 5

Personal Use • Retailing • Sponsoring • Coaching • Personal Development

What position in the FLP Marketing Plan do you need to achieve to realise your goals?

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MANAGER £1200+

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Senior Manager - 2 personally sponsored Managers£29,000 to £61,000 pa approx.

Soaring Manager - 5 personally sponsored Managers£45,000 to £104,000 pa approx

Sapphire Manager - 9 personally sponsored Managers£75,000 to £168,000 pa approx(incl 1% Gem Bonus)

30% +18%

10%

13%5%

10%

Manager (120 CC)

YOU

Sup 8%

Flo A/Mgr13%

Mo

Joe

A/S 5%Sup 8%

Forever

Teach2ReachYour Why

Link your WHY to the Marketing Plan

T2R-Goals-1 Page 6

Personal Use • Retailing • Sponsoring • Coaching • Personal Development

What position in the FLP Marketing Plan do you need to achieve to realise your goals?

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+ Car Plan up to £6,300 p.a.

+ International travel

Diamond Sapphire Manager - 17 personally sponsored Managers£140,000 to £288,000 pa approxincl. 2% Gem Bonus

Diamond Manager - 25 personally sponsored Managers£270,000 to No LIMIT pa approxincl. 3% Gem Bonus

PROFIT SHARE - over £619,000 in the UK.

Example 42 CC personal/retailingav. £57 - £114

TOTAL 10 CCBase month for SupervisorSponsoring bonus £200

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Goals-1 Page 7

The 4 CC Success Factor

Business and incomes are built with Forever by developing a case credit personal business eachand every month - a simple discipline that carries endless rewards.This is achieved by any combination of personal use, retailing and sponsoring. Please note thatwhere the 4 CC is achieved purely by sponsoring, there is an additional requirement for a further1 CC of orders in your name.

There are many ways you can achieve 4 CC+

YOU

A/Sup 2 CC A/Sup 2 CC

Example 11 CC personal/retailing

TOTAL 5 CC

SPONSORINGBONUS

A/Supervisor15% = £305% = £10

_____£40

Supervisor15% = £308% = £16

_____£46

A/Manager15% = £3013% = £26

_____£56

Manager15% = £3018% = £36

_____£66YOU

A/Sup2 CC

A/Sup2 CC

A/Sup2 CC

A/Sup2 CC

A/Sup2 CC

YOU

A/Sup 2 CC

Example 23 CC personal/retailing

TOTAL 5 CC

YOU

Example 38 CC personal/retailing

TOTAL 8 CC

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Goals-1 Page 8

The importance of personal useBecome your own best customer. What you use andbelieve in you will recommend with passion andintegrity to others.

With each order you place, add a new product to theorder for your own use, so you can experience thewhole range.

The importance of developing a regularcustomer base.Developing a regular customer base is an essentialpart of developing a successful business.

Methods of retailing (Go to the reference section for further information)

1. PUPP DropsAn essential tool to build your customer base quickly. We recommend you purchase 2 - 4 PUPP’s as soon as possible(£70.84 .574 CC). The PUPP contains a selection of products neatlypackaged in a small personal use pack. Include additional productsand literature to suit the needs of the individual. This box can be leftwith your prospect to allow them to evaluate the products and thebusiness.Who do I want to share my PUPP packs with?

1 . . . . . . . . . . . . . . . . . . . . . . 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 . . . . . . . . . . . . . . . . . . . . . . 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2. Business/Product Launches

Book a minimum of 2 business/product launchesDate . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . . .Date . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . . .

3. NDP Show - who do you know that would like to look at the product range?

4. Talk to People (TTP) - never miss an opportunity.

Using your New Distributor Pack to build your business

WHO DO YOU KNOW?FamilyFriends

Work colleaguesRelativesEveryone!

BUSINESS PRESENTATION

CONTACT & SHOWPhone Call

One to OneDVD/CDWebsite

Audio CDProduct Launch

ACTIONPlanningTraining

SIMPLE

DUPLICATABLE FUN

EFFECTIVE

YourWHY

Building a Team(How to Sponsor People)

Date and Venue of your local Business Presentation(s)

Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . .

Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . .

Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . .

Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . . . .

The Forever Business Building Cycle

T2R-CYCLE-1 Page 9

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Speed is of the essence and sponsoring is essential - your business will grow in directproportion to the speed at which you implement this Cycle. To achieve your goals it is vital, overthe first 12 months, to create momentum by sharing the opportunity with as many people aspossible. This will create the energy, excitement and success you desire.

Part-time 2 - 5 contacts a day • Full-time 10+ contacts a day

“4 CC every month - Use, Share, Sponsor = Success”

T2R-PS-1 Page 10

Objective: To achieve Supervisor in 6/8 weeks - 25 CCWho are the first 5 people you are excited about sharing Forever with?

How will you achieve this volume?

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Base month 8/10 CCQualifying month 17/15 CC

High Low

(Optimum) (Minimum)

1. Sponsoring

2. Retailing

• Launches

• PUPP’s

• NDP Show

• TTP/Other

3. Personal use

Total

YOU1 .................... 5 ....................

2 .................... 4 ....................3 ....................

T2R-7DayPlan-1 Page 11

Seven Day Plan

Prospecting - who are you speaking to about thebusiness this week?

Training and other events...www.foreverknowledge.info

‘The few who do are the envy of the many who only watch. ‘ Jim Rohn

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Things to do...

c Complete 100+ name list (Use Memory Jogger in Reference Section to help you)

c Start contacting prospects

c Invite prospects to you your local Business Presentation asap

c Use the products in the New Distributor Pack

c Start inviting guests to Product Launches

c Recommend products to everyone you meet

c Order labels for all your product & literature (see ref. section)

c Book tickets to next Success Day and core trainings

c Subscribe to Forever Knowledge and complete online trainings

c Register on your team website (details on Page 1)

TICK THE BOXES - ACHIEVE YOUR GOALS

To stay on track to achieve your goals and dreams it is important to ‘touch your business’ each and every day. The 7

Day Plan allows you and your Sponsor to work closely together to ensure you’re focused on the right activity -

prospecting/sponsoring, retailing/personal use and learning the system.

T2R-100+List-1 Page 12

Name Telephone/Contact Comments

My 100+ ‘Who do you know’ List

Teach2ReachWho do you Know?Personal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-100+List-1 Page 12

Name Telephone/Contact Comments

My 100+ ‘Who do you know’ List

Teach2ReachWho do you Know?Personal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-100+List-1 Page 12

Name Telephone/Contact Comments

My 100+ ‘Who do you know’ List

Teach2ReachWho do you Know?Personal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-100+List-1 Page 12

Name Telephone/Contact Comments

My 100+ ‘Who do you know’ List

Teach2ReachWho do you Know?Personal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-PS-2 Page 13

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

WHO DO YOU KNOW?FamilyFriends

Work colleaguesRelativesEveryone!

BUSINESS PRESENTATION

CONTACT & SHOWPhone Call

One to OneDVD/CDWebsite

Audio CDProduct Launch

ACTIONPlanningTraining

SIMPLE

PLICATABLE FUN

EFFECTIVE

YourWHY

Continue developing your 100+ ‘Who Do You Know List’

This is the most important task you will ever undertake in Forever. It is where you will find yourCustomers, your Distributors and your Leaders - where your goals and dreams will become areality. Failure to take this exercise seriously will cost you dearly; not only denying you a greatfuture, but also denying the many people you know the opportunity to enjoy better health andwealth.

The more people you have on your list, the greater guarantee of success.

Use...Friends - Relations - Organisations - Geography - Same nameSales - Teaching - Enthusiastic - Attitude - Money...to expand your list.

See the Memory Jogger in the Reference Section

Planning Session 2

T2R-PS-2 Page 14

Planning Session 2

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Profiling

Every name on your WDYKL is a potential Customer, Distributor or a person that may say ‘No’

to either right now but will if asked give you a referral. In order for you to achieve the best

results, take some time to fill in a Profile Sheet for each person, or jot down the relevant detail in

an A4 notebook, taking into account your understanding of their possible needs and wants and

how we can best help them with Forever.

Contact and Show

There are many ways to speak with people about Forever. You can email, send a text message, use

Facebook, speak socially at the school gates or at work etc, but by far the most effective way

is to pick up the phone and have a chat.Your prospect will feel and hear your excitement

down the phone and it is infectious. It is not about being a clever sales person with all the right

words, but more about letting people hear and feel your excitement about what you have

found and how it may be of benefit to them.

It is important that you know what your objective is when making the calls - is it to arrange a 1-

1? - is it to send out some information in the post? – is it to send an online DVD or to show the

products? Be clear on what you want to achieve before you make the call. (See ‘What to Say’

sheet in ref section)

Pipeline and Activity tracking

So you can monitor your progress against your goals you need to make sure that you are doing

enough activity. The Pipeline Sheet is designed for you to record each call and track your

prospect through to registration as an Assistant Supervisor. The more people you speak with the

more you will sponsor into your team and the faster you will move through the plan to Manager

and beyond. (See ‘Activity Tracking Sheet’ )

T2R-Profile-1 Page 15

Profile Prospect/Customer

Contact Details

Name: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tel: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Email: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mob: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Address: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Occupation: . . . . . . . . . . . . . . . . . . . . . . . . . Married/Single/Partner . . . . . . . . . . . . Drives Y/N . .

Age: . . . . . . . . . . . . . . Children: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ages: . . . . . . . . . .

Hot Button: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Personality/Character

c Self-employed/Business Owner c Outgoing c People Person

c Open Minded/Positive c Professional c Successful c Confident

c Dissatisfied c Local c Caring c Other

Profile

Date:

Notes

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R

-Prospect Pipeline-1Page 16

Name

Telephone/

Mobile

Comments

One to

One

Website,DVD

First P

lanningSessio

n

Date

TypeVenue

Date

Date

Date

Venue

Register

Business

Presentatio

nWarmor

Cold

PIPELINE ACTIVITY TRACKER

‘The future is in the follow

-up. ‘ Jan R

uhe

Teach2Reach

Planning StructurePersonal U

se •Retailing • S

ponsoring

• Coaching •

Personal Developm

ent

T2R-PS-3 Page 17

Seven Day Plan - Session 2

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Prospecting - who are you speaking to about thebusiness this week?

Training and other events...www.foreverknowledge.info

Things to do...

c Continue working on your 100+ name list

c Continue profiling and calling prospects to invite to 1 - 1’s and BP’s

c Start Volume Mapping - (how many people have you sponsored, how much product have you sold)

c Prepare Activity Tracking system

c Discuss first PUPP drops

c Confirm all details for up and coming launches

TICK THE BOXES - ACHIEVE YOUR GOALS

T2R-PS-1 Page 18

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Base Month

Objective: To achieve Supervisor in 6/8 weeks - 25 CC

Base month 8/10 CCQualifying month 17/15 CC

Your Base Month plan - pulling it all together

By now you will have started talking to people about the business, sponsored some new distributors. You will have hadat least a couple of business/product launches and be using more product yourself.

This means that Case Credit’s are beginning to flow through your own ID number as well as your team.

The objective in the first 30 days is to have a base month for the position of Supervisor as a minimum requirement.

Take the time to map out your activity and your teams activity to make sure that you don’t miss any case credits andmake the most of every opportunity, leaving nothing to chance.

“4 CC every month - Use, Share, Sponsor = Success”

YOU5 ....................

2 .................... 4 ....................3 ....................

1 ....................

How will you achieve this volume?

For High Low

Example (Optimum) (Minimum)

1. Sponsoring 2 - 10 CC

2. Retailing

• Launches 4.5 - 9 CC

• PUPP’s 1 - 2 CC

• Recommend products 0.5 - 1 CC

3. Personal use 0.5 - 1 CC

Total 8.5 - 23 CC

T2R-PS-1 Page 19

Planning Month 2

YOU

B_____

A_____

E_____

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

C_____

D_____

Take some time with your Sponsor to look at how many case credits you and your team did in your first 30 days –then work out what you need to do to make the position of Supervisor or beyond and plan in detail how this willhappen.

You will need to plan the case credits that will come from:

1 – Your own personal use

2 – Pupp drops, launches, TTP and repeat business

3 – Your personally sponsored new Assistant Supervisors

4 – Your existing team members

5 – Any other activity

High Low(Optimum) (Minimum)

1. Sponsoring

2. Retailing

• Launches

• PUPP’s

• NDP Show

• TTP/Other

3. Personal use

Sub Total

Team A

Team B

Team C

Team D

Team E

TOTAL

T2R-PS-1 Page 20

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Your Plan to Manager and beyond

= 79 CC Assistant Manager

= 129 CC Manager

Month 1 - 10 CC

Month 2 - 20 CC

Month 3 - 30 CC

Month 4 - 50 CC

Month 5 - 70 CC = Manager

YOU4 CC +

YOU4 CC +

Sup25 CC

Sup25 CC

Sup25 CC

Sup25 CC

Sup25 CC

Sup25 CC

Sup25 CC

Sup25 CC

Sponsor enough people and help them achieve what is important to themand everything comes your way

REFERENCE SECTION

The 5 Pillars of SuccessPersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Building a Customer Base -Ref1a Ref. Page 1

BUILDING A CUSTOMER BASE - 4 CC Discipline

Why:• Essential to building a successful business

• Develops ‘regular’ Customers (e.g. drinking gel Customers).

• Helps achieve a 4 CC personal turnover.

• Gateway to all the incentives on offer and to moving up the Marketing Plan.

Below are just three examples of how to build a Customer base:

1) Business Launches:

• A great way to let people know what you are doing by inviting a group of friends, family, work colleagues andneighbours to your home.

• 45 to 60 minute presentation on the products and opportunity.

• Product sales, people interested in the opportunity and further launches booked.

• A great coaching ground for you to learn about the products quickly from your Sponsor.

When to have a launch? Ideally two launches within 10 to 14 days of this planning meeting.

How to do a launch:

• When doing your first launch, remember you will not be alone; your Sponsor will be there to guide you throughthe process and will do the first two for you.

• Plan the event carefully.

• Always invite more people than you need.

• People enjoy coming to other people's homes and we recommend a daytime or evening event between Mondayand Thursday.

How to invite:

• Ask personally to attend and support launch

• Give each person an invitation

• Contact 24 hours before the event to confirm attendance

What you will need:

• Product Presenter (download from your team website)

• Relevant literature for during and after the event

• Product brochures

• Customer order forms

• Touch of Forever Combi Box plus any extra products

Setting up:

• No children or pets if possible

• Light refreshments of your choice.

Closing the launch:

• Thank everyone for their support

• Take orders & payment on the night

• Book further launches

• Make appointments in the diary with people who would like to look at the business.

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

“Hi xxxx, how are you.. etc. What are youdoing on .............. night/morning? Great! I’mhaving a few friends round for a glass ofwine/cup of coffee as I’m launching some newproducts/business and I’d love you to join us.”

BUILDING A CUSTOMER BASE - 4 CC Discipline

T2R-Building a Customer Base -Ref. 1b Ref. Page 2

2) PUPP Packs

What is a PUPP?A selection of products neatly packaged in a small personal use pack.Include additional products and literature to suit the needs of theindividual.

How does it work?

• Allows prospective Customers to sample the products before buying

• Drop off for 3 or 4 days only

• The more PUPP drops you do the sooner you will build yourCustomer base

Where to use it?

• To people who cannot attend your launch

• Friends, work colleagues, neighbours, etc.

• People who already run a business such as beauticians, hairdressers, doggroomers, chiropractors, etc.

• For more information about the PUPP’s talk to your sponsor

3) Talking to People - Never miss an opportunity!!

• Talk to people you meet about the benefits of your products

• Tell stories about your experience of the products or the experience of your Customers

• Ask people if they know anyone who could benefit from the products (referrals)

To gain more detailed product knowledge visit www.foreverknowledge.info for Product & Customer Caretrainings in your area or online.

Providing excellent Customer service is an essential part of building a solid, regular Customer base.

Standard PUPP (code 06)£70.84 .574 CC

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-MEM-1 Ref. Page 3

This memory jogger list is a really useful way to prompt your memory to come up with new names; it helps to reallyopen the mind and get thinking about people you may know from all walks of life.

Family, Friends and Acquaintances

- anyone you come into contact with or see in a social or leisure environment

grandparents

parents

parent's friends

brothers

brother's friends

sisters

sister's friends

aunts and uncles

cousins

in-laws

partner's family

partner's friends

children's friend’s family

old school friends

college friends

married friends

single friends

sporting friends

holiday friends

church members

greetings card list

neighbours past & present

Workplace

co-workers

past co-workers

partner's co-workers

current boss

past boss

employees

clients

Customers

Who do you know who is...

good communicator

people person

hard working

honest

reliable

happy

fun

successful

confident

outgoing

caring

professional

open minded

positive

enthusiastic

dissatisfied

Who do you know in... UK

Europe

Asia

Africa

America

Other...

Memory Jogger 1

‘The quality of a persons life is in direct proportion to his or her commitment to excellence, regardless of hisor her chosen field of endeavour.’ Zig Ziglar

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-MEM-2 Ref. Page 4

abattoir

actuary

accountancy

acupuncture

advertising

aerobics

acupuncture

agriculture

air crew

antiques

architecture

armed forces

aromatherapy

artist

author

baker

banking

bar work

beautician

biologist

boat building

building

butcher

carpenter

caretaker

car hire

catering

chemist

chiropodist

construction

consultant

decorator

deliveries

dental

designer

dietician

doctor

dog breeding/kennels

domestic cleaning

driving instructor

dry cleaning

education

electrical

engineer

entertainment

estate agent

exhibitions

factory

farming

fashion

financial

fire service

fitness

florist

furniture

garage

gardening

geology

golfing

government

grocery

hairdressing

healthcare

herbalist

homeopathy

hospital

hotel

housewife

image consultant

internet

interpreting

jewellry

journalism

karate

keep fit

kindergarten

laboratory

landscaping

languages

laundry

law

lecturer

library

lingerie

make-up

mail order

management

marketing

martial arts

massage

medicine

nanny

newsagent

notary

nursing

opera

optician

orthodontics

osteopathy

parachuting

paragliding

personnel

pharmaceutical

psychologist

physiotherapy

plumbing

police

postal service

printing

quality control

receptionist

recording

recreation

recruitment

recycling

reflexology

refrigeration

restaurant

retail

riding instruction

sales

secretarial

security

ski instruction

social work

stock broking

student

supermarket

surgeon

surveyor

tailor

take away

tax

taxi driver

teaching

technology

telecommunication

theatre

therapist

tourism

transportation

travel service

undertaking

underwriting

university

upholstery

voluntary

veterinary

water skiing

wedding planner

welding

window cleaning

writing

yachting

radiography

yoga

Memory Jogger 2

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Making the Call-1b Ref. Page 5

Making the Call

What to say (Keep it simple)Personal Use • Retailing • Sponsoring • Coaching • Personal Development

Be Prepared:

• Profile

• Decide your objective –

which prospecting tool to

use

• Plan your words

• Smile!

Making the Call:

• Get to the point

• Keep it brief

• Be excited

• Think “what’s in it for them?”

• Remember the objective

Remember! - we are making an ‘invitation’ not a‘presentation’What to say (Keep it simple)

The following are simple examples you can use to invite your prospect to take a look at what we do.

To start ……..”Hello Sam, it’s Steve here, how are you?.........Do you have a moment totalk?..........Great!

Choose the best approach from those below

Personality/Character: The reason for the call Sam, is that I have just started a fantasticopportunity which attracts open minded/ confident/ successful/ caring people and I immediatelythought of you.”

Hot Button: “Tell me Sam, you know that sports car/ special trip/ boat you have always spokenabout, were you serious about wanting it? Well I may have found a way for you to achieve itsooner rather than later”.

Value Your Help/Opinion: “I’ve started a business which I really excited about & I thoughtabout you straight away. It has massive potential & I wondered if you may be able to help me.With your experience/background I would really value your help/opinion.

The Business Approach: “Can I ask you a question?...If I had found a company that wasunrivalled in the market place; that was booming in it’s sector; that was cash rich and debt freeand where you and I could make a lot of money without any risk, would you be interested inlooking at it?

To finish………”Obviously, I don’t know if it will be for you or not, only you can decide that,but if you see what I see, you will be just as excited as I am. Let’s meet up & I’ll show youwhat it’s all about. I am free on Monday or Thursday, which is best for you?”

or

“Take a look at our online DVD - in just 20 minutes you will see and hear from peopleinvolved with the company. Plus a bit about the products and the marketing model. When couldyou watch it? OK, I’ll give you a call on Friday at 6.30pm to see what you make of it.”

There will always be people you wish to share the products with so give them a call:

Health Benefits: “I know that you have been bothered with digestive problems over the years andI have just come across an amazing product which I think will help you. Can I come around andshow you what I’ve found?”

Responding to Questions

Common Question: “What is it?”

Your response: choose 2/3 of the following bullet points:

• “We are a $2.5 billion+ global business, trading in over 137 countries”

• “We have an impeccable 31 year+ track record & are cash rich & debt free”

• “In the UK our turnover exceeds £36m & we are holders of the prestigious Investor inPeople accreditation”

• “We are in the ‘look good, feel good, take care of yourself ’ sector, which as you will knowis booming!”

• “The company is called Forever Living, have you heard of it?”

“What we need to do is meet up for a coffee or alternatively, let me put you some information in thepost so that you can find out more. Obviously, I don’t know if it’s for you, only you can decide that.”

If you then have further questions:Tell your story, why you got involved, what you saw in Forever that attracted you.

Other common questions:“Is it selling?”“Is it pyramid selling?”“Is it MLM/Network Marketing?”“Is it Amway/Herbalife/Kleeneze etc…?”

Your response:“That’s interesting, what makes you ask that?” …Then listen to the responseYour response: “I understand how you FEEL, I FELT exactly the same, but what I FOUND was……Let’s get together next week and I will explain what it’s all about, would Monday or Thursdaybe better for you?”

The Fortune is in the Follow-upWhen sending out information it is essential to follow-up at the time you agreed. Do not wait foryour prospect to call you.

Following your One to One, or information sent, make sure you are ready to invite your prospectto the next step eg., the Business Presentation.

“I thought you may have more questions. The next step is to come along to a presentation sothat you can find out more, meet some of the people and get all your questions answered.Actually, we have a presentation in this area on ……..at ……… & I would be delighted for you tojoin me as my guest.”

Never tell prospects that there is a presentation every week.

T2R-Making the Call-1a Ref. Page 6

Making the Call

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-System Overview-1 Ref. Page 7

What you will need:

A4 Ring Binder with a 1 to 31 Index - this is your - ‘Current Month’ FileA4 Lever Arch file with January to December Index - this is your ‘Follow Up’ File

Download the following activity tracking sheets

• 100+ Name List (page 9) x 6 copies

• Prospect/Customer Profiles (page 11) x 40 copies

• Prospect Pipeline (page 12) x 4 copies

Putting your Activity Tracking System Together:

1. Put index into the relevant file.

2. Download the additional activity tracking sheets at www.foreverknowledge.info

3. Insert your 100+ Name List in your ‘Current Month’ file in front of the 1-31 dividers

4. Insert your Prospect Profiles in front of your 100+ Name List

5. Insert your Prospect Pipeline in front of your Prospect Profiles

You are now set for success!

The A4 Ring Binder, with the 1 to 31 dividers in it, will be your ‘Current Month’ file, containing all the relevantinformation about your prospects and Customers relating to the current month. Carry it with you at all times, soyou can make the most of any spare moment to build your business. This file will help you keep track of yourprospects & will also be a valuable coaching tool for your Sponsor/Up-line, identifying where relevant coaching & helpis required.

The A4 Lever Arch file, which has the Jan to Dec dividers in it, will hold all the information to ‘follow-up’prospects/Customers in the coming months. Remember, “The fortune is in the follow-up”.

Process:

1. Take a name from your 100+ Name List.

2. Complete a ‘Prospect/Customer Profile’ for that person.

3. Contact your Prospect/Customer & arrange to meet for a One to One, send them information, or call

them back at an agreed date and time.

4. Insert full details of the action to be taken in the ‘Prospect Pipeline’.

5. Write a brief note of your conversation on your ‘Prospect Profile’ sheet and then place that sheet in the

corresponding 1 to 31 date when you need to take the next action (current month file). You can then

contact your next prospect.

If as a result of the conversation, no immediate action is required (perhaps because the timing is wrong), you will putthe ‘Prospect Profile’ sheet in the A4 Lever Arch File, under the correct month for the follow-up. Following thissystem, you will never forget to follow-up when you should.

Customer Care: Fill out a Prospect Profile for each of your Customers & place in your Current Month file underthe day you next need to call them. Why not print out your customer profiles on a different colour paper for easyreference?

System Overview

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Training-1 Ref. Page 8

Personal Development i.e., the learning of new skills, will be an important part of your journey to success with

Forever. Whilst your Sponsor will help you to understand the basics, successful Distributors understand that it is vital

to attend trainings to further their knowledge. Work with your Sponsor, take advantage of the elearning site at

www.foreverknowledge.info, attend the trainings listed below & apply what you learn to see your business soar!

Success Showcase – held monthly, this is the National Training Day of Forever, featuring training from leaders &

external speakers, recognition, information & motivation. Mix with and learn from successful people. All serious

business builders attend every Success Day as they understand the power of building their belief, skills & confidence.

To book visit www.foreverknowledge.info or call 01926 626628

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost . . . . . . . . . . .

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost . . . . . . . . . . .

Networking Skills Training – an essential core training to develop the necessary skills to build a team and

progress up the Marketing Plan. Held on a regional basis.

To book visit www.foreverknowledge.info Area . . . . . . . . . . . . . . . Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost . . . . . . . . . . .

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost . . . . . . . . . . .

Business Presentation – held locally, this is an ideal opportunity to learn from other successful Distributors

and to show your prospects the Forever opportunity. Be part of the team and make a commitment to attend EVERY

week – doing so, will speed your success! No booking required.

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost FREE

Product & Customer Care - an essential core training to understand the benefits ofthe products and how to look after your customers

Date . . . . . . . . . . . . . . . . . . . . . Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . . . . . Cost . . . . . . . . . . .

Group ‘Sizzles’ – a variety of team trainings and get-togethers to share information, exchange ideas, learn

business building skills and have FUN! To book contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Date . . . . . . . . . . . . . . . . . . . . . Training Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Venue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Time . . . . . . . . . . Cost . . . . . . . . . . . . . . . . .

See ‘Web Support’ for details of online training & support.

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Training-1 Ref. Page 9

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development

Web Support – Online learning to support your business

There are a number of websites available to support your Forever business, all of which are designed to increase your

knowledge, aid the learning process & speed your success. Once you have visited each of the sites you will have

your own password for each. Record them here for easy access.

www.foreverknowledge.infoEnter 12 digit ID number & follow instructions on the screen12 digit distributor ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Hosted by FLP (UK) Ltd, this site is a wealth of information, including:• Promotions & Incentives• Product Information• Image Library• ‘How To’ Guides• Marketing Information• Frequently asked Questions and Answers

For a small subscription fee of just £10 per month, Distributors can benefit from even more features and resourcesincluding access to our comprehensive online eLearning Programmes. These state of the art programmes have beendesigned specifically to give practical help and advice in developing a successful Forever business. Our programmesinclude the New Distributor Information – for new Distributors or as a refresher course. Modules include:Getting Started, Working and Understanding the Marketing Plan, Market Potential, Important Telephone Techniquesand more plus the Product & Customer Care which explores the unique nature of our product range. Modulesinclude: The Production Process, Product Knowledge, How to do a Business Launch, How to do a Product Drop,Telephone Techniques, Conversational Marketing Techniques and more.

www.foreverliving.com

Enter 12 digit ID number & password (found on your welcome letter or at the end of your Bonus Recap)

12 digit distributor ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Hosted by FLP International, this site performs 4 main functions:

• Case Credit Information

• Online product ordering

• Up to date information from USA, Head Office in Scotsdale, Arizona

• International Distributor Application Forms

T2R-Getting Ready-1 Ref. Page 10

Experience teaches us that the most successful Forever Distributors are those who begin with a ‘business-like’attitude. The following are some tools that will help you to be ready for business.

Voicemail

Go Beyond Voice provide both a voice messaging and conference calling package that you can operate from anytelephone. It allows communication to happen regardless of geographical constraints with minimum time and at yourconvenience.

Voicemail allows you to keep in touch, for example, with breaking news, inspirational testimonials, a new article in thedaily papers or a change of training venue. It allows you to communicate more effectively with your newteam & is a fantastic training medium as you are able to learn top tips from successful Distributors.

It costs just £10.72 per month and all you need to do to join is: visit www.foreverknowledge.info and get up to 8weeks free trial!

Join direct and get 4 weeks free trial ! Tel: 0844 453 0000 or visit www.gobeyondvoice.co.uk & click on'Register Now'

Tax & Accounts

DSL Independent Accountants specialise in the network marketing industry. Their Accounting Starter Kit – “TaxWithoutTears” gives advice on everything you need to know about managing your tax and your VAT, which expenses you canclaim back and accounting in general. The pack includes the DSL Tax and Accounting guidebook, a questions andanswersCD, the forms you need and advice on how to fill them in, and a checklist of what you need to do to register as anindependent business owner.

DSL Starter Kit £10 – to order call 01926 422872 (Quote QLS Group when ordering).

Business Cards

Business cards can be ordered via your group website. Ask your Sponsor for further details.

Self-adhesive Labels

Small, self-adhesive name labels are essential for your business. Include your name, address and phone number. Putlabels on all literature, CDs and DVDs you give out, and on all the products your Customers buy, so that they caneasily contact you to re-order. The recommended size is 19mm x 40mm.

Order from most stationers or contact Able Labels on 0870 444 2733 or order online at www.AbleLabels.co.uk(Quote Forever Living Products when ordering). Prices start at £7 per thousand.

Bank Account

Many Distributors find it helpful to keep their business funds separate from their personal expenditure. There is noneed to open a business account - a separate personal or joint bank account is sufficient.

Teach2Reach Planning StructurePersonal Use • Retailing • Sponsoring • Coaching • Personal Development