Your Step By Step Guide p y pTo A Fast Start As A Wellness Consultant

VERSION:  052010‐1

Understanding the big picture

• Physical Functioningdil iPhysical 

Component• Bodily Pain• General Health• Bio‐Metrics

Mental/ Emotional Component

• Mental Health• Vitality• Social Functioning

Three Components of 

Wellness Component • Social FunctioningWellness

Preparedness Component

• Financial Health• Legal  Protection

• How much is employee risk costing in lost productivity, increased absenteeism, and excess l i t?claims cost?

• If you aren’t measuring it, you can’t manage it!

•health fair environment•health screenings

Wellness Launch

•state of the art, proprietary tool•employee and spouse included

Health Risk Assessment

•one on one consultation for  all HRA participants to discuss next steps•conducted face to

Health Risk Review•health screenings 

conducted on‐siteLaunch •quick—only ten 

minutes to complete

Assessment •conducted face to face w/ local Health Coach, if available

Review

•one on one coaching for high

•consistent promotion of timely healthMonthly

•discounts on wellness products 

Access Tocoaching for high risk individuals ($)•legal/financial resources ($)

Interventiontimely health topics throughout the year•includes on‐site education

Monthly Presentations, 

Flyers & Newsletters

and services, i.e., cholesterol and glucose testing ($)

Access To Additional Resources

What exactly does a Wellness Consultant do?

• Wellness Consultants assist in creating a ghealthier nation by recruiting Coaches and Consultants to be involved with the Healthy People 2010 Grantp

• Leadership opportunities exist for Wellness Consultants once you are Certified

• Wellness Consultants can also “wear other• Wellness Consultants can also wear other hats”:– as a Risk Management Consultant who develops

and implements employers participating in theand implements employers participating in the Grant

– as a Corporate Health Coach who works with the employees and family members to get healthieremployees and family members to get healthier

How does a Wellness Consultant get paid?

1. Invite/register Symposium attendees– Why? Help people learn more about the lucrative field of

t ll d h l t h lthi ticorporate wellness and help create a healthier nation together.

2. Teach Corporate Wellness Symposiums – Why? Generate up to $2 000 a day for educatingWhy? Generate up to $2,000 a day for educating.

3. Recruit Risk Management Consultants and Corporate Health Coaches– Why? We need more Consultants and Coaches to work y

with our corporate clients participating in the Healthy People 2010 Grant.

4. Earn override commissions from Wellness Consultants you recruit who do #3 aboveyou recruit who do #3 above

PLUS earn bonuses for developing leaders in your organization!

• Simply invite prospective Coaches and Consultants to attend an upcoming Corporate p g pWellness Symposium– Obtain prospect list from our corporate office

C b l l t t d ’t tt– Can be a local event or not, doesn’t matter• Earn $20 per registrant for the morning session• Earn $40 per registrant for the entire day’s• Earn $40 per registrant for the entire day s

training (entitling them to become a Certified Corporate Health Coach)

• Once the prospect attends a Symposium, enroll them to be a Consultant or Coach and earn those commissions too!those commissions too!

• Once you reach the level of Certified Wellness Consultant, li ibl t t h C t W ll S iyou are eligible to teach Corporate Wellness Symposiums

– Coach others to fill the seats and earn valuable overrides while you focus on educating

• You are paid up to $2 000 per day plus approved travel• You are paid up to $2,000 per day plus approved travel expenses for teaching a Symposium– Specifically, $50 per participant with a target class size of 40

persons • Certified Wellness Consultants can teach up to five

Symposiums per week– That’s a great income for simply educating about Corporate

Wellness and the GrantWellness and the GrantPLUS– Commissions for attendees who come aboard as a Risk

Management Consultant or Corporate Health Coachg p

Level Annual Commission

1 (direct recruit) $125.00

2 $62.50

3 $25 003 $25.00

4 $15.00

5 $10.00

$6 $7.50

7 $5.00

• Commissions are paid upon a Risk Management Consultant signing up onCommissions are paid upon a Risk Management Consultant signing up on www.healthypeople2010grant.org and referencing you as the referral source.

• Above commissions are paid in year one and annually thereafter as the Risk Management Consultant renews and pays their renewal training fee.

Level Annual Commission

1 (direct recruit) $250.00

2 $125.00

3 $50 003 $50.00

4 $30.00

5 $20.00

$6 $15.00

7 $10.00

• Commissions are paid upon a Corporate Health Coach signing up onCommissions are paid upon a Corporate Health Coach signing up on www.healthypeople2010grant.org and referencing you as the referral source.

• Above commissions are paid in year one and annually thereafter as the Corporate Health Coach renews and pays their renewal training/membership fee.

Coach Wellness Consultants on your team to reach Certified Wellness Consultant level and earn a Leadership Development

Level One‐Time Bonus 

Wellness Consultant level and earn a Leadership Development Bonus!

1 (direct recruit) $400

2 $200

3 $150

4 $100

5 $75

6 $506 $50

7 $25

• Leadership Development Bonuses are paid once a down‐line ll C l C ifi d ll C l i iWellness Consultant meets Certified Wellness Consultant criteria 

and teaches first Symposium.

• Commissions for recruiting Corporate Health Coaches and Ri k M t C lt t id F id f llRisk Management Consultants are paid on Fridays for all transactions through the prior Friday– If you have a PayPal account, receive your commissions

overnight Thursday (wake up Friday morning withovernight Thursday (wake up Friday morning with commissions in your account for a great weekend!)

– Otherwise, checks are mailed on Fridays• Commissions for teaching Corporate Wellness

S i l id F id f ll tt dSymposiums are also paid on Fridays for all attendees through the prior Friday in the same manner

• Commissions for Symposium registrants are also paid on Fridays for all registrations through the prior Friday in theFridays for all registrations through the prior Friday in the same manner

• No commissions processed under $25. Once above that threshold, processed as stated above.p

Benefits of becoming a Certified Wellness Consultant

• Become a Certified Wellness Consultant by tt di S iattending a Symposium

• Certified Wellness Consultant benefits:– Eligible to teach Corporate Wellness

Symposiums once you’ve attended two:• First one you’ll just attend• First one you ll just attend• Second one you’ll co-teach with a Certified Wellness

Consultant– Become eligible to qualify for Certified Wellness

Consultant-only perks to be announced soon such as car allowance laptop company paidsuch as car allowance, laptop, company-paid trips, and health insurance

What is a Community-Based Initiative and why should I participate?

• We have grant funding to start 100 CBIs per year for the next several years– The purpose of which is to be a catalyst to reach the Healthy PeopleThe purpose of which is to be a catalyst to reach the Healthy People

goals:• 75% of employers to have an active and outcomes-oriented health promotion

program in place• 75% of employees at said employers actively participating

• CBIs are the most effective and efficient method for developing numerous employer relationships resulting in the:– Most significant impact on improving the health of the community– Most significant way to generate the most financial rewards for yourMost significant way to generate the most financial rewards for your

participation• While Wellness Consultants are not limited to developing

relationships in a given CBI, participation in a CBI is a preferred methodology for business development as we’ll need multiplemethodology for business development as we ll need multiple Coaches and Consultants to work with the employers– As a Wellness Consultant, you are the recruitment team to find the

Corporate Health Coaches and Risk Management Consultants to work with Grant-participating employers and their employees!work with Grant participating employers and their employees!

• How do I decide if I want to form a new CBI or plug into an existing one?g– First, visit with corporate about the current status of

CBIs in your community– Second, determine if you would rather be a facilitator of , y

a CBI or just a participant• Role of the CBI Facilitator

– Typically a combo RMC/Wellness Consultantyp y– Facilitates the creation and oversight of the local

Advisory Board– A very visible, empowering role– Expect to dedicate an average of an hour or two per

week to the CBI Facilitator role• More information about CBIs on the Grant’s website:

www.healthpeople2010grant.org

• Simply stated, how does a CBI unfold?– A defined geographic area is “chartered” (formed and grant-g g p ( g

funded)• Requires a designated facilitator

– Advisory Board created• 9 persons with about half local Coaches and Consultants and other• 9 persons with about half local Coaches and Consultants and other

half key stakeholders– Symposium and initial Advisory Board meeting held

• Symposium is effective in both educating Consultants and Coaches as well as serving as an opportunity for others interested in the fieldas well as serving as an opportunity for others interested in the field of corporate wellness to learn more

– Employers are surveyed (and again annually)– RMCs meet with survey participants to conduct a “gap

l i ” t l i diff b t t ianalysis” to explain difference between current programming and what is needed to earn the “Healthy Workplace” designation

• As ~90% of the time the grant will fund the programming needed to l th RMC i l d t d lt tclose the gap, RMC simply serves as an educator and consultant—

not a sales person as no cost to the employer to participate• ~50% of the employers will get involved after the gap analysis

Making money—it’s quick and easy, really!

• Pick a Symposium to invite prospects to– Select one already scheduled (see www.hp2010grant.org) OR– Visit with corporate about other markets eligible for a SymposiumVisit with corporate about other markets eligible for a Symposium

• Identify prospects to invite– Obtain a list from corporate

• Provided if you agree to call all to “perfect the list”:C ll t b i fl i t d th G t d ll t i f ti i it th t– Call to briefly introduce the Grant and collect information so we can invite them to the Symposium:

» Confirm contact person» Confirm address and fax» Obtain email address

If obtained email address email Symposium invitation– If obtained email address, email Symposium invitation– Update the list with new information and email weekly updates back to corporate

• Once you have finished perfecting the list, we’ll send a fax to all the prospects (on our dime) to assist in your recruitment efforts

– Promote in other ways, i.e., LinkedIn, Craig’s List, FaceBook, local networking, etc.

• Follow up with the Symposium attendees after the event to see if they would like to bump up to the Coaching Program or become a RMC (generating even more commissions for you)(g g y )

• Scenario A: Let’s look at a reasonable income projection for you working on inviting prospects to one Symposium with 250 targeted health and ellness prospectstargeted health and wellness prospects

• Symposium registrations– 3% (8) register for morning session only

• $160 for you (8 x $20)y ( )– 3% (8) register for full day/Certification

• $320 for you (8 x $40)• Of the 16 who attend, half bump up to a more significant role

4 become RMCs– 4 become RMCs• $500 (4 x $125)

– 4 become Corporate Health Coaches• $1,000 (4 x $250)

$1 980 in income for you from one Symposium without ever• $1,980 in income for you from one Symposium without ever leaving your home office.– Assuming 10 hours of time invested, you’ve made $198 per hour

• Work on one Symposium a week to keep the funnel filled!y p p

• Scenario B: Let’s look at a reasonable income projection for you when you have a Wellness Consultant doing the same as you did on the prior slide

• Of the 16 who attend the Symposium, half bump up to a more significant role

4 b RMC– 4 become RMCs• $250 (4 x $62.50) override commissions

– 4 become Corporate Health Coaches• $500 (4 x $125) override commissions$ ( $ )

• $750 in income for you from one Symposium without doing anything but recruiting the Wellness Consultant who did the work

R b thi t k (0) h f ti– Remember this took zero (0) hours of your time• Get four Wellness Consultants generating one Symposium

per week and you are earning $12,000 in monthly passiveincome!income!

• Rather it be for feeding Symposiums or simply doing d h i i h iad hoc recruiting, encourage the recruitment

conference calls to help the prospect make a small step forward

C f ll f b i h– Conference calls prevent you from being the message—just be the messenger

• Conference calls are held four days a week for prospects to nderstand roles/benefits and forprospects to understand roles/benefits and for experienced VPs to answer their questions– Details on www.healthypeople2010grant.org

H t d ’t d t j i C f• However, prospects don’t need to join a Conference Call before registering for a Symposium so don’t make a necessary step—just use when needed

What do I do now?

• Keep familiar with information on the Grant’s resource site (www healthypeople2010grant org)resource site (www.healthypeople2010grant.org)

• Attend weekly training calls held each Monday morning at 9 AM Central– To join the Wellness Consultant Training Call:

• 712-432-0080• pin: 552188#pin: 552188#

• Attend a Corporate Wellness Symposium– Upcoming schedule on www.hp2010grant.org– None close to you, let’s plan one together in your

community!– Attend to become a Certified Wellness ConsultantAttend to become a Certified Wellness Consultant

• Reach out to your Sponsor who invited youReach out to your Sponsor who invited you to become a Wellness Consultant– Sponsor NameSponsor Name________________________– Sponsor Phone_______________________

• Reach out to your up-line CertifiedReach out to your up line Certified Wellness Consultant (CWC)– CWC NameCWC Name ___________________________– CWC Phone ___________________________

• Call corporate offices @ 800-429-4556Call corporate offices @ 800 429 4556

Important first steps as a new Wellness Consultant.

• Get connected with your support team– Your Sponsor & your up-line Certified Wellness Consultant (CWC)

• Obtain your new Wellness Consultant email account• Obtain your new Wellness Consultant email account– Simply request by emailing your desired email address

(________________@healthypeople2010grant.org) to support@healthypeople2010grant.org

• Order your Wellness Consultant business cards• Order your Wellness Consultant business cards– http://hpg.biz.vistaprint.com

• Get trained– Attend a Corporate Wellness Symposiump y p– Attend weekly training calls– Understand Policies & Procedures

• Create an initial 3 month plan with your Sponsor or up-line CWCU 10 St G l S tti P– Use 10 Step Goal Setting Process

– Plan to make Certified Wellness Consultant in 90 days– Work with your up-line CWC to set up a Corporate Wellness

Symposium in your area or to promote an existing one