TEAMstarachieversteam.net/files/NewMemberProcess.pdf · TEAM Ideas and concepts by Dale Calvert, Calvert Marketing Group, In the 1990’s Dale Calvert started a network marketing

TEAM

Ideas and concepts by Dale Calvert, Calvert Marketing Group,

www.dalecalvert.com

In the 1990’s Dale Calvert started a network marketing company out of his basement and did over $100 million dollars in sales in less than five years. How? Using a UNIFIED, DUPLICABLE SYSTEM. (From The Success Principle the Internet Has Stolen, Chapter 3). We have adapted this system.

Written by Wealth Master Team www.StarAchieversTeam.com

Meet our Core Team Members at

http://info1477.web.officelive.com/coreteam.aspx

New Member Process

Star Achievers Team, LLC © Revision 3, February 16, 2011. Not for sale, can be shared 2

Wealth Master Team and New Beginnings (as Star Achievers Team, LLC) retains all copyrights to this document. However, in the true and traditional Shaklee spirit, express permission is hereby granted to Shaklee Distributors—and Shaklee Distributors only—to make copies of this document for the purposes of their own training, the training of their uplines or downlines, or the mentoring of cross-line Shaklee distributors. Under no circumstances may this document, or any part(s) of this document be sold, or otherwise transferred in exchange for remuneration of any sort.

Copyright © 2009 New Beginnings. The copyright holder reserves all rights, with the exception of that mentioned in the preceding paragraph.

Rather than indicating every occurrence of a trademarked name or copyrighted information as such, this workbook uses the names or information only in an editorial fashion and to the benefit of the trademark owner or copyrighted material with no intention of infringement of the trademark or the copyright. The information contained in the workbooks or other documents is not for sale for profit, but can be shared.

WMT Revision Levels

Revision levels take the general form major.minor.supplement, where each of the three components consists of numeric digits such as, for example, 4.12.5. As the document is revised and reissued, these numeric components are incremented in such a manner as to indicate the significance of the changes to the document as compared to the previous revision.

A major revision will increment the first component, which indicates a significant change in overall content and organization. A minor revision will increment the second component, which indicates changes not affecting the overall content, but perhaps a reorganization of the material. A superficial change, such as fixing typos, for example, will be represented by the third component being incremented. Not all revisions are released for publication.

This manual is meant to be used! If you simply follow what is laid out for you within these pages and the business training system, you will have success with Shaklee. If you get every new person in your organization duplicating what you do with this system, they will have success as well. Nothing really happens in 90 days to the average person. But for you it could literally change your life forever.

This manual is also a workbook. As you study the system we use to build our businesses, use the wide margins to take notes. Doodle if you like. But use the book fully.

To save paper, the pages of the manual are formatted for double-sided printing, with odd-numbered pages on one side and even-numbered pages on the back of the odd-numbered ones. You can print it out single-sided if you like, but then it won’t look like a book.

To Your Future! Wealth Master T.E.A.M.

Together Everyone

Achieves

More

Revision Released

1 January 26, 2009 – First Release

2 February 12, 2010

3 February 16, 2011

New Member Process


New Member Process

Follow the new member process for each new member, distributor, or Gold Ambassador that you personally have sponsored or a member in your downline has sponsored.

When you register a new member or receive notification from Shaklee of a new member put that person’s information in the People Locator section in your Business Action Notebook System at www.StarAchieversTeam.net/files/BusinessActionNotebook.pdf

Next, transfer their information to the Customer Product Profile form at www.StarAchieversTeam.net/files/CustomerFollowUpForm.pdf

You’ll track the actions you do with that new member on both sides of the Customer Product Profile form and New Member form at www.StarAchieversTeam.net/files/NewMemberForm.pdf

Follow the New Member Process Flow Chart at http://starachieversteam.net/files/NewMemberFlowChart.pdf

These are the STEPS to take with the new member

1. Create a mailing label for your new member using mailing label template on your computer. � Include member’s full name, address, city, state and zip code. � We recommend using Avery label #8160 with 30 labels per page. � Print two pages of mailing labels; you’ll have 60 mailing labels to use.

2. Mail a Welcome Pack

� Send by postal mail within 24-48 hours after their membership has been activated. � Using the mailing label you created, affix one to an envelope (6”x 9” or 9”x 12”). � Be sure to personalize the Welcome Letter, Membership Benefits form, and Product Guide Rebate

form with your information.

The Welcome Pack includes: o Welcome Letter at http://starachieversteam.net/files/WelcomeLetter.doc

o Membership Benefits Form at www.StarAchieversTeam.net/files/MembershipBenefitForm.doc

o Walk through the Product Guide audio CD (available at www.bobsfiles.net

o Product Guide Rebate Form at www.StarAchieversTeam.net/files/RebateForm.doc

o Product Selection Guide (the small one) include your Name, Phone, Shaklee PWS, Your Shaklee ID#

New Member Process


3. Print the product information flyers for follow-up mailing � Print one (or more for future mailings) of each product information flyer – see list on pages 10-13.

(Choose 52 flyers from the list) � Affix a label (or use a rubber stamp) to each flyer with YOUR personalized information. � Include:

Your full name Home office phone number Your PWS domain name Email address

4. Create “Pass It On” insert cards to get referrals � Make sure you print on 24# paper or better � The outside of the insert card (the $100 dollar bill) is a PDF file. Download and save to your

computer this document at www.StarAchieversTeam.net/files/100DollarBill.pdf � The inside of the insert card is a Word document that you personalize with your own information at

www.StarAchieversTeam.net/files/100DollarInsert.doc � After you print both sides, cut the cards with a paper cutter. � You will want to use a paper cutter with a sharp edge. (If you don’t have a

paper cutter at home, go to an office supply store and use theirs for free) � Fold them. Include the folded $100 bill insert card with the product information

flyer in each envelope.

5. Prepare 52 envelopes with the member’s mailing label. � Use #10 business envelopes. � Put a product information flyer and the “pass it on” insert card in each envelope. � Drop the prepared envelopes for that member in each hanging file folder beginning with the file

that’s first in the “tickler file”. � (See Tickler File Set Up below) � You are now set up to mail one envelope each week to your new member. � The order of the flyers does not matter!!

6. Tickler File Set Up

� From an office supply store, purchase a large plastic file tote box or crate � Hang 52 letter-size hanging file folders in the file box � Attach a file tab to each hanging file folder. � Insert in each tab a numbered tab from 1 to 52 � Each week, you’ll remove all the prepared envelopes from the hanging

file folder that is in the front of the file box to send by postal mail. � Move the now empty hanging file folder to the back of the box. � The order of the flyers does not matter!!

New Member Process


7. Create “master” newsletter mailing list � In the Business Action Notebook at www.StarAchieversTeam.net/files/BusinessActionNotebook.pdf

add the new member’s information to the newsletter Mailing List form at www.StarAchieversTeam.net/files/MailingLabel.pdf (or use a blank Avery mailing label #8160).

� Handwrite the names on the label or on the Mailing List form and use as your original to make copies. Use a black felt-tip pen.

� Write the date you added their name to your newsletter mailing list. � Here’s how you know when you added them to your newsletter mailing list. For example, if you

add their name to the list on June 2008; write 0608 on the label next to their name as a code. � You will mail monthly newsletters for a year. � If they do not re-order products during the next twelve months, you will affix a Scratch Off Your

List label to the 12th newsletter. Scratch Off List Label at www.StarAchieversTeam.net/files/ScratchOffListLabels.doc

Next Steps:

� Be sure to track the action taken with your new member on the Customer Product Profile form at www.StarAchieversTeam.net/files/CustomerFollowUpForm.pdf and the New Member Form at www.StarAchieversTeam.net/files/NewMemberForm.pdf (Print the forms, one per side)

� Follow the New Member process for each new member, distributor, or Gold Ambassador that you personally have sponsored or a member your downline has sponsored.

� Mentor your business builder with 3-way calling to follow the new member process with their new members until they are ready to do the new member process themselves.

� 3-Day Call

� 7-Day Action

� 14-Day call and New Member Appointment

� Mail Thank You card with ordering information magnet

� Start mailing weekly product information flyer

� Mail Thank You for your Order note

� Mail monthly newsletter

New Member Process


8. 3-Day Call: � This is a quick phone call � Make sure they got their member kit � Call 3 days after being notified the order was shipped � You can track the order through your back office at www.MyShaklee.com

See How to Track Customer Orders at

www.StarAchieversTeam.net/files/TrackCustomerOrders.pdf

� Give awesome customer service � Schedule New Member appointment on the 14-day call.

� The new member appointment is a 10-15 -minute phone appointment to go over their membership benefits.

� Teach your new rep when you do 3-way’s with them and with their new members until they are ready to follow the new member process.

Leave Message Script:

Hi, (new member), this is (your name), your Shaklee rep. This is a courtesy call to make sure you got your member kit and set up a time to go over your Shaklee membership benefits. Call me at (home office phone). Thanks. Bye. -------------------------------------------------

Is (new member) available?

Hi, (new member), this is (your name). This is a courtesy call to make sure you got your member kit. Is this a good time?

Also, this call is to set up a time to go over your Shaklee membership benefits. When can we get together over the phone for 10-15 minutes to do this? (Schedule the New Member Appointment).

I’m going to personally mail a member welcome pack so look for that in your mailbox. I’ll talk with you on (day), (date), at (time), (am or pm). It was great talking with you, (customer). See you then. Bye. (Mail the New Member Pack if you haven’t done this yet)

9. 7-Day Action � Mail a current newsletter within 7 days of membership. � Use professionally written monthly newsletter � For professionally printed newsletter, check resources in the Star Achievers Team

Home Office Pro Members Center at www.StarAchieversTeam.net.

New Member Process


10. 14-Day Call and New Member Appointment � Make sure they are still using the product. � This is a 10-15-minute phone appointment to go over their membership

benefits.

� Teach your new rep when you do a 3-way with them with their new members until they are ready to follow the new member process.

Leave Message Script (1st and 2nd call): Hi, (new member), this is (your name), your Shaklee rep. This is a courtesy call to go over your membership benefits with you. Give me a call me at (home office phone). Thanks. Bye.

Leave Message Script (3rd call): Hi, (new member), this is (your name), your Shaklee rep. This is a courtesy call to go over your membership benefits with you. Unless I hear from you I won’t call you anymore. If you need any information feel free to call me at (home office phone). Thanks. Bye. -------------------------------------------------

Is (new member) available?

Hi, (new member), this is (your name), your Shaklee rep. I’m calling you like I promised. Is this still a good time to talk?

(No) Make call back appointment

(Yes) (New member), how much time can you set aside for this phone appointment?

I appreciate you setting aside that much time. If I’m with you more than 10 minutes it’s because you’ve asked me to stay.

So that you can get the most from your new member appointment, do you have the new member materials I mailed to you? There’s a membership benefit sheet, an audio CD, and a rebate form. Do you have that in front of you?

As a member you qualify for a 15% savings on all your Shaklee purchases.

You can order direct from Shaklee when you call their toll-free number or you can login 24/7 at MyShaklee.com with your Shaklee ID number and password.

(100 PV Distributor and Gold Ambassador, take advantage of their free product, within a month. Remind them of free product for next 100 PV order).

You’ll also receive additional product information flyers and a monthly newsletter that you can keep or share with a friend. So look for that.

For your $10.00 rebate make sure all the blanks are filled in on the special rebate form. When you complete that form mail it to me, my mailing address is on the bottom. Then after you place your next $100 or more order, I’ll mail your rebate check to you. How does that sound?

New Member Process


11. Mail Thank You card with the ordering information magnet

� Mail thank you card immediately after the new member appointment � Include ordering information magnet (order free from Vista Print) � Personalize with your information � Use domain name for your Shaklee PWS and redirect to your PWS home page � Write the members Shaklee ID number on the magnet � Include the magnet inside the thank you card and mail

Sample Magnet

Sample Thank You Card

� Print your thank you card on your computer. � Here’s the card you’ll send � Download to your computer and save the Thank You Card at www.StarAchieversTeam.net/files/ThankYouCard.pdf � Print the front of the card on 24 lb. paper or 2 cards/sheet note card � Print the inside of the card on side 2. � Cut in half and fold. � You’ll have 2 cards per page. � Insert card in “Invitation” envelope (found in most office supply stores)

Front Inside

New Member Process


12. Send Thank You for Your Order Note

� Each time you receive a product order notification from Shaklee send your customer member a Thank You for Your Order Note.

� Include a product information sheet on other products with the thank you note.

� Include your business card (your Product (blue card with daisy) or your Business (green with money) business card)

Here is an example of a Thank You for Your Order Note to mail at www.StarAchieversTeam.net/files/ThankYouForOrder.doc

Thank You Note Sample

13. Follow Up with Monthly Newsletter

� Mail by postal mail to your members. This is required. It is part of our Core Commitment.

� Use professionally written monthly newsletter. � For professionally printed newsletter, check resources in the Star Achievers Team Home

Office Pro Members Center at www.StarAchieversTeam.net

New Member Process


New Member Product Information Flyers

� It’s recommended to print the flyers on 24 lb. laser paper, even if you’re using an inkjet printer.

� The quality of the printing will be much better than on regular copy paper and

the colors won’t bleed through on the two-sided flyers.

� We recommend you print 5 of each flyer at a time; you’ll be ready to personalize the flyer, fold, and stuff the 52 envelopes for that new member.

� Open any Word document.

� Personalize with your information.

� Add label with your information on PDF file you print.

� Save to your computer or flash drive.

� Remember to add $100 “Pass It On” insert cards to get referrals (see #4 on page 4)

New Member Process


Product Information Flyers

Use the following two together: 3 Types Of Vitamins, side 1 at www.StarAchieversTeam.net/files/3TypesOfVitamins.pdf Health Care Professionals Proof, side 2 at www.StarAchieversTeam.net/files/HealthCareProf.pdf Use the following two together: Anti Aging Skin, side 1 at www.StarAchieversTeam.net/files/AntiAgingSkin.pdf Enfuselle Apple Comparison Flyer, side 2 at www.StarAchieversTeam.net/files/EnfuselleAppleComparisonFlyer.pdf Anti Aging Total Program at www.StarAchieversTeam.net/files/AntiAgingTotalProgram.pdf

How to Use Enfuselle Anti-Aging System at www.StarAchieversTeam.net/files/3Steps3Minutes.pdf Use the following two together: Instant Firming Serum at www.StarAchieversTeam.net/files/Enfutox.pdf Before and After Picture at www.StarAchieversTeam.net/files/EnfutoxPic.pdf

Baby Products and DHA Information for Kids flyer at www.StarAchieversTeam.net/files/ShakleeBabyAndDHA.pdf Baby and Kids Personal Care Products and Nutritionals at www.StarAchieversTeam.net/files/BabyAndKidsPersonalCareAndNutrition.pdf Basic H

2 Popular Uses at www.StarAchieversTeam.net/files/BasicH2PopularUses.pdf

Basic H2 Usage Guide at www.StarAchieversTeam.net/files/BasicH2UsageGuide.pdf Basic H

2 Wipes at www.StarAchieversTeam.net/files/BasicH2Wipes.pdf

Basic H Produce Wash & Kills E Coli at www.StarAchieversTeam.net/files/BasicHFruitAndVegetableWash.pdf Cinch Flyer & Rod Larkin Testimony 2 pages at www.StarAchieversTeam.net/files/CinchFlyer2pgs.pdf Cinch Inch Loss Plan at www.StarAchieversTeam.net/files/CinchInchLossPlan.pdf

New Member Process


Cinch Tea at www. www.StarAchieversTeam.net/files/CinchTea.pdf

Control Cholesterol at www.StarAchieversTeam.net/files/ControlCholesterol.pdf

Use the following two together: Fabric Softener Dangers at www.StarAchieversTeam.net/files/FabricSoftenerDangers.pdf Dryer Sheet & Liquid Fabric Softener at www.StarAchieversTeam.net/files/DryerSheet.pdf Healthy Children at www.StarAchieversTeam.net/files/HealthyChildren.pdf

Basic-G Germicide Information at www.StarAchieversTeam.net/files/BasicG.pdf

Basic-G Research Study & Effectiveness Compared to Chlorine Bleach at www.StarAchieversTeam.net/files/BasicGResearchStudy.pdf Basic-G for Pets at www.StarAchieversTeam.net/files/BasicGForPets.pdf

Germ Off Wipes at www.StarAchieversTeam.net/files/GermOffWipes.pdf

Use the following two together: Get Clean Ad, side 1 at www.StarAchieversTeam.net/files/GetCleanAd.pdf Get Clean Cost Comparison, side 2 at www.StarAchieversTeam.net/files/GetCleanCostComparison2009.pdf

Get Clean Starter Kit Flyer at www.StarAchieversTeam.net/files/GetCleanStarterKitFlyer.pdf

Hand Wash Concentrate sheet at www.StarAchieversTeam.net/files/HandWashConcentrate.pdf

Health Professionals Speak Out at www.StarAchieversTeam.net/files/HealthProfesionalsSpeak.pdf

Herbal Blend Medicated Cream at www.StarAchieversTeam.net/files/HerbalBlendMedicatedCream.pdf

Herbal Products Primer flyer at www.StarAchieversTeam.net/files/HerbalPrimer.pdf

Household Cleaner Usage Guide at www.StarAchieversTeam.net/files/HouseholdCleanerUsageGuide.pdf Household Cleaning Handbook at www.StarAchieversTeam.net/files/CleanersHandbook.pdf

Infection Bomb at www.StarAchieversTeam.net/files/InfectionBomb.pdf

Landmark Study at www.StarAchieversTeam.net/files/LandmarkStudy.pdf

Liqui Lea Summary at www.StarAchieversTeam.net/files/LiquiLeaSummary.pdf

Natural Cleansing (Herb-Lax) at www.StarAchieversTeam.net/files/NaturalCleansing.pdf

New Concept Dentifrice at www.StarAchieversTeam.net/files/NewConceptDentifrice.pdf

New Member Process


Nutriferon at www.StarAchieversTeam.net/files/Nutriferon.pdf

OmegaGuard at www.StarAchieversTeam.net/files/OmegaGuard.pdf

Optiflora at www.StarAchieversTeam.net/files/Optiflora.pdf

Pain Relief at www.StarAchieversTeam.net/files/PainRelief.pdf

Pain Cream Brochure at www.StarAchieversTeam.net/files/PainCreamBrochure.pdf

Performance Flyer at www.StarAchieversTeam.net/files/PerformanceFlyer.pdf

Personal Care booklet at www.StarAchieversTeam.net/files/PersonalCareBooklet.pdf

ProSante’ at www.StarAchieversTeam.net/files/Prosante.pdf

ProSante’ Results at www.StarAchieversTeam.net/files/ProSanteResults.pdf

ProSante’ Hair Care Products at www.StarAchieversTeam.net/files/ProSanteHairCareProducts.pdf

Protein Drink Recipes at www.StarAchieversTeam.net/files/ProteinDrinkRecipes.pdf

Russian Tea at www.StarAchieversTeam.net/files/RussianTea.pdf

Shaklee’s Secret Ingredient flyer at www.StarAchieversTeam.net/files/ShakleeSecretIngredient.pdf

Soak the Impossible at www.StarAchieversTeam.net/files/SoakTheImpossible.pdf

Stop Poisoning Our Children at www.StarAchieversTeam.net/files/StopPoisoningOurChildren.pdf Toxic House Flyer at www.StarAchieversTeam.net/files/ToxicHouse.pdf

Vita Lea Flyer at www.StarAchieversTeam.net/files/VitaLeaFlyer.pdf

Vitalizer at www.StarAchieversTeam.net/files/Vitalizer.pdf

Vitalizer Wellness at www.StarAchieversTeam.net/files/VitalizerWellness.pdf

Use the following two together: Vivix, side 1 at www.StarAchieversTeam.net/files/Vivix.pdf Vivix Juice Comparison Chart, side 2 at www.StarAchieversTeam.net/files/vivixJuiceCompareChart.pdf

Vivix Testimonials (revised 2/12/10) at www.StarAchieversTeam.net/files/ViVixTestimonials.pdf

What’s The Difference at www.StarAchieversTeam.net/files/WhatsTheDifference.pdf

What Shaklee Supplements Can Do at www.StarAchieversTeam.net/files/WhatShakleeSuppsCanDo.pdf

Documents

TEAMstarachieversteam.net/files/NewMemberProcess.pdf · TEAM Ideas and concepts by Dale Calvert, Calvert Marketing Group, In the 1990’s Dale Calvert started a network marketing