New Distributor – Mentoring Checklist
Name
___________________________________________ ID# _________________ Date ____________
Home #
____________________ Fax # ___________________ Work # (optional) ____________________
E-Mail
________________________________ Best Times To Be Reached
__________________________
Sponsor with ID# and Phone #
________________________________________________________________
Notes:
____________________________________________________________________________________
Address Book
_____ Welcome Email ______ Mentoring Checklist ______ Auto-Responder _____
COVER
THE FOLLOWING AND CALL YOUR SPONSOR.
q Confirm the contents of your Herbalife International Business Package.
o Training Manuals
o Live The Good Life! Herbalife – Presentation Book
o Getting Started DVD
o Personalize Your Program DVD
o Marketing Plan DVD
o Building Your Network Marketing Business by Jim Rohn CD (optional)
o Buttons
o Product Samples
o Protein Estimator
o Herbalife Product Catalog
o Price Lists
q Complete your Application for Distributorship found in your IBP.
q Complete My Goals Worksheet.
q Register for the next Success Training Seminar (STS). Commit to attend the next three.
q Place your monthly HAP Order for personal use products.
q Decide upon the Level of Earnings at which you would like to begin your business.
q Start your Herbalife Program:
o Develop your “Personal Product Story”. Commit to seriously use the products.
o Call your sponsor to schedule your follow-up calls.
2. Complete the Following As Part Of Your Business Set-up Session.
q Call your sponsor to schedule your “Business Set-up Session” (within 48 hours).
q View the Getting Started DVD.
q View the Personalize Your Program DVD
q View the Marketing Plan DVD.
q View the Building Your Network Marketing Business by Jim Rohn CD (optional)
q View the DWS International Training Site: www.dwstraining.info
1. ORDER YOUR INVENTORY, SUPPLIES AND WEB
PACKAGE
q Place your order for your Herbalife products and supplies.
q Order your DWS International Web Package
Retail Site: to generate qualified retail leads - www.lose25lbsnow.com
Recruiting Site: to generate qualified recruiting leads – www.needachance.com
q Order your Merchant Account
to take credit cards.
2. Before your Plan of Action Session:
q Identify and set up your workspace in your home.
q Set up your business phone system. (can be a private line, change your answering machine message)
q Purchase a Daily Planner or Appointment Book
q Purchase suggested General Office and Shipping Supplies
q Begin your Prospect List. Book 1 Page 18.
q Complete the My Goals Worksheet and fax a copy to your sponsor BEFORE your “Plan of Action” Session.
q Call your Sponsor to schedule your “Plan of Action” session.
Plan
of Action Session
q
Develop your Grand Opening Plan
q Develop your Retail Advertising Plan
q Develop your Recruiting Plan
q Develop your Daily Method of Operation
q Develop your 90 Day Plan
q Commit to being an Active Supervisor by producing a minimum of 2500 vol. points personally each month.
q Set-up weekly & monthly Progress Reporting to your sponsor.
q Schedule your “Celebrate and Fix” with your sponsor.
q Arrange to work together with your sponsor through the “New Distributor Mentoring Checklist”
q Confirm and test your websites.
q Implement Retail and Recruiting Plans IMMEDIATELY.
q Open a separate Checking Account for your business.
q Order phone lines and services for your business. (optional) 3-Way Calling (a must)
q Study the Manuals and system often.
q Spend time daily working on
the Training checklist.
q Attend Online Teleconference Herbalife Opportunity Meetings (
q Attend Online Teleconference QuickStart Trainings Saturdays at 10am
Pacific (12pm Central) same as HOM.
q Herbalife Training Calls
1. Work At Home
2. Marketing Plan Call Dial In Number: 801-325-4740 (15 Minutes)
3. Recruiting Call Dial In Number: 801-325-4710 (30 Minutes)
4. 90 Day Plan Call Dial In Number: 801-325-4344 (30 Minutes)
5. Testimonies Call Dial In Number: 801-325-4364 (20 Minutes)
6. Wholesale Buying Plan Call
800-210-4338 (15 Minutes)
Lead Generation Plan of
Action
1. Suggested
Advertising Materials Purchase:
q
Order
or make 1,000 to 5,000 Retail Flyers OR
q
Order
or make 100 to 500 Retail Pull-tabs or Hot Pockets
q
Order
or make 1000 to 5,000 Work At Home Flyers OR
q
Order
or make 100 to 500 Recruiting Pull-tabs or Hot Pockets
q
Place
Retail Ads (ask your sponsor for guidance)
·
Run
ads from 500,000 to 1,000,000 circulation each week.
q
Place
Recruiting Ads (ask your sponsor for guidance)
·
Run
ads from 500,000 to 1,000,000 circulation each week.
2. Review
the 3, 5 and 10 Plans of Action and determine which one fits your business
goals and your commitment level. Your
sponsor can help you determine the best plan for you.
DWS International
Resources Checklist
q Training Manuals (Review everything often).
q CD’s/Audio Cassettes:
o Basic Training cassettes/CDs
o Jim Rohn Personal Development cassettes from Herbalife.
o Any other cassettes recommended by your Sponsor.
q DVD’s/Videos:
o Getting Started DVD
o Personalize Your Program DVD
o Marketing Plan DVD
q Books and Manuals:
o Training Manuals (do not read cover-to-cover; go through one section at a time as needed and directed by your Sponsor)
o Product Catalog.
q Internet Support www.myherbalife.com & www.herbalife.com
o
Training Site: access written and recorded trainings
online. www.dwstraining.info
o Retail Presentation Site: www.feelgreattoday.net
o Recruiting Presentation Site: www.workwithuslive.info
q View HBN online: 24/7
q Commit to attending the NEXT
3 STS’s.
q Commit to reading a Personal
Development Book every month.
q “How to Win Friends and
Influence People” - Dale Carnegie
q “The Richest Man in
q Jim Rohn Books
q “Think and Grow Rich” – Napoleon Hill
q “Rich Dad Poor Dad” – Robert T. Kiyosaki
DWS
International Mentoring Checklist
q Complete “Registration” Session
with Sponsor
q Complete “Business Start-up”
Session with Sponsor
q Complete “Plan of Action” Session
with Sponsor
q Complete “Celebrate and Fix”
Session with Sponsor/Date:
_______________
q Email Monthly Activity Gauges
to Sponsor before session
q Package your Product Story
q Package your Income Story
q Implement Record Keeping
Systems:
o
Retail Records
o
Activity Records
o
Sponsoring Records
o Distributor Files
q Discuss Internet system
usage
q Discuss taking credit cards
q Arrange to qualify for and attend this year’s Major Events
q Adjust Plan of Action
q Schedule your next Monthly
Celebrate and Fix Session.
q Complete Monthly Celebrate
& Fix Session with Sponsor:
q Month one date:
_______________
q Month two date: _______________
q Month three date:_______________
q Month four date:
_______________
q Month five date: _______________
q Month six date: _______________
q Retail 3-way call with your Sponsor
q Center of Influence (Grand
Opening) C-Call 3-ways with your Sponsor
o
1st 3-way call date: ______________
o
2nd 3-way call date: ______________
o
3rd 3-way call date: ______________
q Retail Advertising 3-Way
Call with your Sponsor
o
1st 3-way call date: _______________
o
2nd 3-way call date: _______________
o
3rd 3-way call date: _______________
q Recruiting Advertising
3-Way Call with your Sponsor
o
1st 3-way call date: _______________
o
2nd 3-way call date: _______________
o
3rd 3-way call date: _______________
q
First Level Distributor Registration Session 3-Way call with Your
Sponsor: Date:
q First Level Distributor Plan of Action Session 3-Way call with Your Sponsor : Date:
q Retail 3-way with your Sponsor
q
o
1st 3-way call date: ______________
o
2nd 3-way call date: ______________
o
3rd 3-way call date: ______________
q Retail Advertising Call 3-Ways with Front Line Distributor
(First time)
o
1st 3-way call date: ______________
o
2nd 3-way call date: ______________
o
3rd 3-way call date: ______________
q
Recruiting Advertising 3-Ways with Front Line Distributor (First
time)
o
1st 3-way call date: ______________
o
2nd 3-way call date: ______________
o
3rd 3-way call date: ______________
q
Front Line Distributor Registration Session 3-Way with THEIR Distributor
q Front Line Distributor Plan of Action Session 3-Way with THEIR Distributor
q Retail 3-Way with your Front Line Distributor (First Time)
q CONTINUALLY DUPLICATE THIS PROCESS WITH THOSE YOU SPONSOR