PLANNING SESSION CHECKLIST - The Paragon Team · PDF fileDate and Venue of your local Business Presentation The FLP Cycle T2R-CYCLE-1 Page 9 Teach2ReachThe Cycle

T2R-Checklist-1

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

2. What do you want to achieve by working alongside FLP?

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

4. What you would like to be earning (monthly) from your business in:6 months -12 months -18 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 formaximum impact)

“You are the designer of your destiny.You are the author.You write the story.Thepen is in your hand and the outcome is whatever you choose.” Lisa Nichols

Welcome to the team

Teach2Reach Planning System

PLANNING SESSION CHECKLIST

Teach2ReachPlanning System

The 5 Pillars of SuccessPersonal Use•

Retailing•Sponsoring•

Coaching•Personal Development•

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

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

Upline Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Phone number: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

Teach2Reach Planning Structure Name: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

T2R-PS-1 Page 2

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

Module 1

� Your WHY

� Link WHY to Marketing Plan

� Understand the Fast Start Pack

� How to Develop 20 Customers

� Launch Dates (x2)

� Understand the FLP Cycle

� Trainings

� Introduce Getting Ready for Business sheet

� Website/Downloads

� Prepare 7 Day Plan

� Date of next meeting ..............................................................

Tasks

� Recommend products

� Create 100 Name List

� Record customers as you develop them

Watch New Direction DVD

� Product Training

� Company Overview

� Marketing Plan

Online Options

� New Distributor Introduction

� Product & Customer Care

� Next Training ............................................................................

Module 2

� Review Module 1 including 7 Day Plan/Personal Use/Retailing/Launch details

� Discuss importance of customer care

� Introduce the Power of 5 & Recap FLP Cycle

� Review 100+ List (expand if necessary)

� Profile first prospects

� Example Call Scripts

� Introduce Pipeline/Activity Tracking

� Book One to One Time

� Recommend next training/book/cd

� 7 Day Plan


Tasks

� Build 100+ list

� Prepare Activity Tracking System

� Build your pipeline

� Profile next prospect calls

� Make first calls (sponsor/upline support available)

� Continue to develop 20 customer sheet

� Set up your customer card index system

� Work 7 Day Plan

� Next Training ..............................................................

� Next Book/CD ..............................................................

� Voicemail

Module 3

� Review Module 2 including 7 Day Plan/Personal Use/Retailing/100+ List

� Revisit your WHY

� Introduce Volume Mapping

� Time Management Scheduling


� 7 Day Plan


Tasks

� Build Pipeline



� Work 7 Day Plan

� Next Training ..............................................................

� Next Book/CD ..............................................................

Teach2Reach Planning Structure Name: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

T2R-PS-1 Page3

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

Module 1

� Your WHY

� Link WHY to Marketing Plan

� Understand the Fast Start Pack

� How to Develop 20 Customers

� Launch Dates (x2)

� Understand the FLP Cycle

� Trainings

� Introduce Getting Ready for Business sheet

� Website/Downloads

� Prepare 7 Day Plan


Tasks

� Recommend products

� Create 100 Name List

� Record customers as you develop them

Watch New Direction DVD

� Product Training

� Company Overview

� Marketing Plan

Online Options

� New Distributor Introduction

� Product & Customer Care

� Next Training ............................................................................

Module 2

� Review Module 1 including 7 Day Plan/Personal Use/Retailing/Launch details

� Discuss importance of customer care

� Introduce the Power of 5 & Recap FLP Cycle

� Review 100+ List (expand if necessary)

� Profile first prospects

� Example Call Scripts

� Introduce Pipeline/Activity Tracking

� Book One to One Time


� 7 Day Plan


Tasks

� Build 100+ list

� Prepare Activity Tracking System

� Build your pipeline


� Make first calls (sponsor/upline support available)


� Set up your customer card index system

� Work 7 Day Plan

� Next Training ..............................................................

� Next Book/CD ..............................................................

� Voicemail

Module 3

� Review Module 2 including 7 Day Plan/Personal Use/Retailing/100+ List

� Revisit your WHY

� Introduce Volume Mapping

� Time Management Scheduling


� 7 Day Plan


Tasks

� Build Pipeline



� Work 7 Day Plan

� Next Training ..............................................................

� Next Book/CD ..............................................................

Goals & Objectives

Personal Your business Your family

Teach2Reach Your Why

Personal Use • Retailing • Sponsoring • Coaching • Personal Development

T2R-Goals-1 Page 4

3 MONTHS

6 MONTHS

12 MONTHS

18 MONTHS

3 YEARS

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

Teach2Reach Developing Customers


T2R-Building a Customer Base -1a Page 5

BUILDING A CUSTOMER BASE - 4 CC Discipline

Why:• Essential to building a successful business

• Develops 20 ‘regular’ customers (i.e. 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 & 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 through theprocess 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 & we recommend a daytime or evening event between Monday &Thursday.

What you will need:

• Some literature for people to take home after the evening

• Product brochures

• Customer order forms

Setting up:

• No children or pets if possible

• Light refreshments if you wish.

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.

BUILDING A CUSTOMER BASE - 4 CC Discipline



T2R-Building a Customer Base -1b Page 6

2) PUPP+

What is a PUPP+?A standard PUPP ordered from FLP (code 06) plus additional product &literature

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 your 20 customers

Where to use it?

• To people who cannot attend your launch

• Friends, work colleagues, neighbours, etc.

• People who already run businesses such as beauticians, hairdressers, dog groomers, chiropractors, etc.

• For more information about the PUPP+ see your group website & talk to your sponsor

3) Talking to People

• 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 care trainings inyour area or online



T2R-Power of 20-1 Page 7

Building a Customer Base - The Power of 20

1

Name: . . . . . . . . . . . . . . . . . . . .Product Cost

Total 2


Total 3


Total 4


Total

5


Total 6


Total 7


Total 8


Total

9


Total 10


Total 11


Total 12


Total

13


Total 14


Total 15


Total 16


Total

17


Total 18


Total 19


Total 20


Total



T2R-Understanding Retail-1 Page 8

Understanding Retail Profit

Assistant Supervisor (5%) £6.19 £1.70 £4.18 £1.80 £3.22

Supervisor (8%) £6.65 £1.83 £4.49 £1.94 £3.46

Assistant Manager (13%) £7.41 £2.04 £5.01 £2.16 £3.86

Manager (18%) £8.18 £2.25 £5.53 £2.39 £4.26

Gel 2 per month

Toothgel 1 every month

Deodorant 1 every 2 months

Shampoo 1 every 2 months

Soap 1 every month

Results 20 Regular Gel Drinkers

Assistant Supervisor (5%) £247.60

Supervisor (8%) £266.20

Assistant Manager (13%) £296.60

Manager (18%) £327.20

Total CCs - 4.08

Results 20 Typical Customer (above)

Assistant Supervisor (5%) £405.80

Supervisor (8%) £436.30

Assistant Manager (13%) £486.10

Manager (18%) £536.60

Total CCs - 6.7

Retail Profit @ 30% + Personal Volume Bonus

Typical Customer Use

“Good service leads to multiple sales. If you take good care of your customers, they will open doors youcould never open by yourself.” Jim Rohn

WHO DO YOU KNOW?FamilyFriends

Work ColleaguesRelativesEveryone!

BUSINESS PRESENTATION(Group or A4)

CONTACT & SHOWPhone Call

One to OneDVD/CDWebsite

Audio CD

ACTIONPlanningTraining

SIMPLE

DUPLICATABLE FUN

EFFECTIVE

YourWHY

How to Sponsor People

Date and Venue of your local Business Presentation

The FLP Cycle

T2R-CYCLE-1 Page 9

Teach2Reach The Cycle


“Success is the sum of small efforts, repeated day in and day out.” Robert Collier

Teach2Reach Who Do You Know?


T2R-100+List-1 Page 10

Name Telephone/ Mobile Comments

My 100+ ‘Who do you know’ List
















T2R-MEM-1 Page 14

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

T2R-MEM-2 Page 15



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

T2R-Training-1 Page 16

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 E-Learning 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 & 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 . . . . . . . . . . . .


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

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

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



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 & make a commitment to attend EVERY week –

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

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

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

building skills & have FUN! To book contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

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

Teach2Reach Trainings


“Learn something new.Try something different. Convince yourself that you have no limits. ” Brian Tracy

Teach2Reach Getting Ready for Business


T2R-Getting Ready-1 Page 17

Experience teaches us that the most successful Forever distributors are those who begin with a businesslike attitude. Thefollowing are some tools that will help you to be ready for business.

Voicemail

The Forever voicemail system enables you to receive top training in small chunks at times to suit your lifestyle.

You can operate your voicemail system from any telephone. You have a special number that you dial to connect to yourown personal voicemail box, where other subscribers to the system leave messages for you to retrieve. The advantage ofthis system is that, as well as being able to leave you a personal message, messages can be broadcast. That’s when thesame message is placed into every voicemail box. Messages can be broadcast to everybody on the system (for examplethose from Bob Parker or Dr Atherton) or to a group (for example from your Upline Manager).

Being a subscriber allows you to keep in touch, for example, with breaking news, inspirational testimonials, a new article inthe daily papers, or a new meeting or venue change. The main value of using voicemail, though, is as a training medium.

It only costs us £10.95 a month to subscribe – a really worthwhile investment in your business education. We havenegotiated a one month free trial for you - if you cancel anytime in your first month, you will pay nothing. Once youhave experienced this training medium, you will see what incredible value it represents.

You can set your voicemail system up by phone or online - 08444 530 000 or visit www.communicationisking.co.uk.

Tax & Accounts

DSL Independent Accountants specialise in the network marketing industry. Their Accounting Starter Kit – “Tax WithoutTears” 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 and answersCD, 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).

Self-adhesive Labels

Small, self-adhesive name labels are essential for your business. Include your name, address and phone number. Put labelson all leaflets, New Professional magazines, CDs and DVDs you give out, and on all the products your customers buy, sothat they can easily contact you to re-order. The recommended size is 19mm x 40mm, which cost less than £7 athousand.

Order from most stationers or contact Able Labels on 0870 444 2733 or order online at www.AbleLabels.co.uk (QuoteForever Living Products when ordering)

Business Cards

Business cards can be ordered via your group website, or get an order form from your sponsor.

Bank Account

Many distributors find it helpful to keep their business funds separate from their personal expenditure. There is no needto open a business account - a separate personal or joint bank account is sufficient.

Teach2Reach Getting Ready for Business


T2R-Web Support-1 Page 18

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 yourknowledge, aid the learning process & speed your success. Once you have visited each of the sites you will have yourown password for each. Record them here for easy access.

www.foreverknowledge.infoEnter 12 digit ID number & follow instructions on the screen

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

Hosted by FLP (UK) Ltd, this site is a wealth of information. Subscribe to E-Learning & start to develop the skills youneed to get started with the New Distributor Introduction (NDI) – the first step to your success with Forever. Othertopics include:

• Promotions & Incentives• Product Information• Image Library• ‘How To’ Guides• Marketing Information• Questions & Answers

www.foreverliving.comEnter 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

Team Website . . . . . . . . . . . . . . . . . . . . . . . .User Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 digit distributor ID . . . . . . . . . . . . . . . . . . . . . .Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Hosted by . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .for the sole support of . . . . . . . . . . . . . . . . . . .members.All the business building tools you need are featured as downloads for ease of use, plus there is a wealth of knowledge &information included to speed your success, for example:

• Teach2Reach planning & Activity Tracking system for fast results!• Product Presentation – a fast method to find your 20 regular customers.• One to One Presentation – a brief overview of the business for your new prospects.• A4 Business Presentation – all the information your prospect needs to make a decision

www.qlsonline.netVisit site & click on ‘Enrol Now’User Name …………………………………………….. Password ………………………………Hosted by the QLS Group, this site is for the sole support of QLS Group members. Jayne Leach & John Curtis sharetheir secrets to success including:

• Business building tips• Host your own prospecting website• Product information• QLS training events (not to be missed!)

Teach2Reach Planning


T2R-7DayPlan-1 Page 19

Seven Day PlanProspecting Calls... Other Activity...

Training and other events...

“Reduce your plan towriting.The moment youcomplete this, you willhave definitely givenconcrete form to theintangible desire.”Napoleon Hill

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



T2R-Monitoring Profit-1 Page 20

Monitoring Your ProfitName: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Month:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Date

Total£

Name Retail £ W/sale £ Profit

Month:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Date

Total£


Month:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Date

Total £


Teach2Reach The Power of Five


T2R-Power of 5-1 Page 21

Nam

e

Nam

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Nam

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ame

Nam

eN

ame

12345

Nam

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Nam

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Nam

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Nam

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Teach Five to

Reach F

ive

“If you share an idea long enough it will eventually fall on good p

eople.” Jim

Ro

hn

Teach2Reach Profiling Prospects


T2R-Profile-1 Page 22

Profile Prospect/Customer

Contact Details

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

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

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

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

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

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

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

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

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

Personality/Character

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

� Open Minded/Positive � Professional � Successful � Confident

� Dissatisfied � Local � Caring � Other

Profile

Date:

Notes

Simple is best “Hello Sam, its Steve here, how are you?......... Do you have a moment to talk?........I’ve got an idea I want to run by you”. (Now use the ‘No Pressure Phrase’) “ Would Monday orWednesday be better for you?”

“Hello Sam, its Steve here, how are you?......... Do you have a moment to talk?........ I’ve found a waywhere you can double your income and halve your hours.” (Now use the ‘No Pressure Phrase’)“Would Monday or Wednesday be better for you?”

“Hello Sam – its Steve here, how are you?......... Do you have a moment to talk?........I’ve got a businessproposition for you.” (Now use the ‘No Pressure Phrase’) “Would Monday or Wednesday be betterfor you?”

Hot button: “Hello Sam, its Steve here, how are you? Do you have a moment to talk?........ Great,tell me Sam, you know that Toyota 4x4 you have always spoken about, were you serious aboutwanting one? Well I have found a way for you to achieve it sooner rather than later, let’s gettogether next week for a coffee and I will show you what it’s all about”. (Now use the ‘No PressurePhrase’) “ Would Monday or Wednesday be better for you?”

Personality / Character: “Hello Sam, its Steve here, how are you?........ Do you have a moment totalk?......... Great, the reason for the call Sam, is that I have just started a fantastic opportunity whichattracts open minded, confident and successful people and I thought of you immediately.”(Now use the ‘No Pressure Phrase’) “ Would Monday or Wednesday be better for you?”

Health Benefits: “Hello Sam, its Steve here, how are you?........ Do you have a moment to talk?.........Great, Sam, I know that you have been bothered with digestive problems over the years, and Ihave just come across an amazing product which I think will help you. Can I come around and showyou what I’ve found?

Teach2Reach Calling your Prospects


T2R-Making the Call-1a Page 23

Making the Call

What to say (Keep it simple)

Be Prepared:

• Profile

• Decide your objective

• One to One

• New Professional

• Audio CD

• DVD

• Plan your words

Making the Call:

• Get to the point

• Keep it brief

• Be excited

• Think,“what’s in it for them?”

• Remember the objective

• No pressure phrase

• Handle questions

• Offer alternative times/datesNo Pressure Phrase: “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 asexcited as I am”

Handling Questions

Common question:“What is it?”Your response:“I understand your question, however it’s a visual thing and Icouldn’t do it justice over the phone; it’s much easier to sit downand show you the information which will only take about half an hour; would Monday or Wednesdaybe better for you?”OR“We’re a 29 year old company with a $2billion+ turnover, successfully trading in over 110 countriesworldwide.We’re in the look good, feel good, take care of yourself industry, which as you know isbooming. Let’s meet for a coffee, and let me show you what’s available; would Monday or Wednesdaybe better for you?”ORIt’s about how you’re going to get your …X…..It’s about how you’re going to be able to stop commuting and see more of your familyIt’s about people wanting to change their career, or earn some extra money.

What we need to do is meet up for a coffee, say half an hour, and I will tell you all about it.

If you then have further questionsTell your story, why you got involved.OR“Of course, I don’t know if it’s for you, obviously, and only you can decide that. What we need to dois get together for half an hour over coffee, when I can explain it to 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 response

Your response: “I understand how you FEEL, I FELT exactly the same, but what I FOUNDwas……….Let’s get together next week and I will explain what it’s all about, would Monday orWednesday be better for you?”

Teach2Reach Calling your Prospects


T2R-Making the Call-1b Page 24

Making the Call

“If people like you they’ll listen to you, but if they trust you they’ll do business with you. ” Zig Ziglar

Teach2Reach Prospect Pipeline


T2R-Prospect Pipeline-1 Page 25

Nam

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CD

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Teach2Reach Activity Tracker


T2R-System Overview-1 Page 26

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 x 6 copies

• Prospect/Customer Profiles x 40 copies

• Prospect Pipeline x 4 copies

Putting your Activity Tracking System Together:

1. Put indexes into the relevant file.

2. Download the additional activity tracking sheets from your team website.

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, so you canmake the most of any spare moment to build your business.This file will help you keep track of your prospects & will alsobe a valuable coaching tool for your Sponsor/Upline, identifying where relevant coaching & help is 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 put the‘Prospect Profile’ sheet in the A4 Lever Arch File, under the correct month for the follow-up. Following this system, youwill 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 under theday you next need to call them. Why not print out your customer profiles on a different colour paper for easyreference?

For further information ask your Sponsor / Upline Manager

System Overview

Monday

TuesdayW

ednesdayThursday

FridaySaturday

8.00 am

9.00 am

10.00 am

11.00 am

12.00 am

1.00 pm

2.00 pm

3.00 pm

4.00 pm

5.00 pm

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7.00 pm

8.00 pm

9.00 pm

10.00 pm

Teach2Reach Work - Life Balance (Family,Work, FLP)


T2R-Weekly Schedule-1 Page 27

Weekly S

chedulePerso

nal Use �

Retailing �

Spo

nsoring �

Co

aching �Perso

nal Develo

pment �

The 5 Pillars of SuccessPersonal Use•

Retailing•Sponsoring•

Coaching•Personal Development•

“Today’s commitment to learning and applying the 5 Pillars of Success guarantees a better future -that’s all we did. ” Jayne Leach and John Curtis

Documents

PLANNING SESSION CHECKLIST - The Paragon Team · PDF fileDate and Venue of your local Business Presentation The FLP Cycle T2R-CYCLE-1 Page 9 Teach2ReachThe Cycle