Understanding the “Flow” of our Team’s System.

Target Market:Friends/Family

Set AppointmentFor Product Presentation

During the Appointment,Contact Enter’s their Name/Email/Phone #

for access to thePresentation on your

SwitchingStores website.

Contact’s info is Entered in

to Your HOP2

Present with help from

your Enroller.

Contact will either, want more info, not interested

at this time, or Enroll.

Enrolled.Work Contact in HOP2.

Contact is added to Preferred Customer List

and will begin Receiving Product Information Emails.

Wants More Info.Work Contact in HOP2.

Contact is sent “More Info” email and put in “Follow Ups” Section.

Appointment set to Follow Up.During Follow Up they will either Enroll

or Not Interested/Unreachable at this time.

Not Interested at this Time.Work Contact in HOP2.

Contact is sent “More Info” email and added to your “Friend/Family” Drip List in Response Magic.

Follow up via email/phone periodically.Contact may enroll eventually.

Flow Chart #1Friends/Family

Understanding the “Flow” of our Team’s System.

Target Market:Business Builders

Market Team Website

From your Marketing, aprospect visits your site and opts-in with their

information and requests to View a Business Webinar.

Contact’s info is Entered in

to Your HOP2.

Call your Contact

with the help of your enroller.

Prospect Attends or Does Not

Attend Webinar.

Enrolled.Work Contact in HOP2.

Contact is added to Preferred Customer List

and will begin Receiving Product Information Emails.

Wants More Info.Work Contact in HOP2.

Contact is sent “More Info” email and put in “Follow Ups” Section.

Appointment set to Follow Up.During Follow Up their will either Enroll

or Not Interested at this time.

Not Interested at this Time.Work Contact in HOP2.

Contact is sent “More Info” email and added to your “Main Drip”

List in Response Magic.Prewritten Emails are automatically

sent out (from you) periodically.Contact may enroll eventually.

Flow Chart #2Internet Contacts

Call your Contact

with the help of your enroller.

Contact will either, want more info,

not be interested/unreachable at this time or Enroll.

“Contacts” Icon. When you click on that, the below page opens up showing you your contacts.

Working Contacts in HOP2 in Your Team Room.

“Home” Icon will bring you back to

Home page in team room.

“Team Center” Icon contains extra training

and documents.

“My Settings” Icon where you can update your

information, including adding picture and social media links to your team

site.

“Contacts” Icon. When you click on that, the below page opens up showing you your contacts.

Working Contacts in HOP2 in Your Team Room.

In the “Requested to View” Tab.

Contacts That Have Requested to Attend a

Webinar.

In the “Wants to Join” Tab.

Contacts That Have Viewed a Webinar and filled out the

form at the end of the Webinar who Have

questions and want to Chat.

In the “Follow Ups” Tab you will find your

contacts you have worked through the system that

need a follow up call.

When you click on a Contact’s name, their

information automatically opens on the

“Insight” tab.NOTE: There are

4 tabs to click on as well as an edit button.

“Survey” Tab shows Contacts Webinar ID

number as well as if they ‘attended’ webinar.

Notes you may have written and Saved about your Contact. “History” Tab Shows History of Contact including any notes

you may have written.

Working Contacts in HOP2 in Your Team Room.

You are in Your Contacts Section in the “Requested to View” Tab.

First Step is to call your Contacts and work them through the system.

What are “Lists”?With HOP2 you have a “Response Magic” email autoresponder.All of your contacts are on always on one of the email Lists. As you work your contact through the system, they are automatically moved to the appropriate list. You can see what list they are on by clicking

on the “EDIT” icon. Then click on the “Other” tab.

Your Contacts will ALWAYS End up in one of 2 places.Either on Your “Preferred Customer” list OR on Your “Drip”

list. You will learn more about that later.

Working Contacts in HOP2 in Your Team Room.

So you’ve called your contact.Step Two: Tell the system the

Result of the call.Did you Connect with Your Contact?

Click on the appropriate button:No Connection or Connected.

You are in Your Contacts Section in the “Requested to View”

Tab.

When you click on the name of your first contact it reveals

their information.

Working Contacts in HOP2 in Your Team Room.

Let’s assume you do NOT connect so you clicked on “NO Connection”.The following information page opens and the system wants you to tell it what happened.

Step Three: Choose the appropriate reason that you could not connect.

Keep in mind the the day/time your contact chose (including their webinar ID and if they attended or not). That information is found on the Survey Tab, shown on page 4.

Tip: Calling your contacts BEFORE the day/time they

requested to attend the webinar produces better

relationships and results.

Regardless of what choice you make, you will ALWAYS set the appointment in the system. Your contact chose a day/time for the

webinar, so you need to set the appointment in the system.Doing so will put your prospect in the “Follow Ups” Tab and remove

them from the “Requested to View” Tab..

Working Contacts in HOP2 in Your Team Room.

Let’s assume you called, there was no answer and you left a message”. Step Four: Click in the appropriate circle.

Upon clicking on the appropriate outcome, the next page opens automatically.

Working Contacts in HOP2 in Your Team Room.

Step Four: Set the appointment by choosing the day/time your contact requested to attend the webinar. Click on the day in the calendar.

Then choose the time (am or pm). Leave Duration at 30 minutes.

You must add a Subject. For example: “Appointment.”

The Status of your Contact is Automatically picked, based on

the outcomes you had previously picked.

The proper “Instant Email” is automatically populated.

This email is chosen based on the outcomes you had picked

previously.

This Email will be sent to your contact. You will see the email on

next page and can adjust it before sending.

The contact is placed on the appropriate autoresponder List based on the outcomes you had

picked previously.

Working Contacts in HOP2 in Your Team Room.

Step Four: Review Email, edit if necessary and send to contact.

The Email associated with the outcomes you previously picked, will show up. You will also see the “Subject” of the email.

In the Subject and in the Body of the email, you will see ~~variables~~.

If you do NOT edit these, the system will automatically populate the

appropriate information. For example:~~firstname~~, will populate your

contact’s first name.

In the body, you will see the website address:http://www.homeofficepro.net/webiar/EnterProspectsUniqueCodeHere

Here you would need to add the contact’s unique Webinar ID.

Each contact has their own ID. If your prospect clicks on the link and goes the

webinar to view, you will get an email advising you.

You can find the Webinar ID in the Survey Tab and should have copied it.

If not, you can go back and copy it.(see page 4)

Working Contacts in HOP2 in Your Team Room.

Step Four: Review Email, edit if necessary and send to contact.

If you would like to edit the email:(for example) Create your own

signature at the end with your name, facebook page etc, you can.

If you want to save it, so that information will always be in that

email, just check the “Save” box before you hit the “Complete” Button.

Note: Ignore this section. Do not change.

Working Contacts in HOP2 in Your Team Room.

Step Four: Review Email, edit if necessary and send to contact.

You should “Link” up any website addresses in the email so that your

contact can simply “click” on the link in the email.

After you’ve entered the “Webinar ID”,the URL should look something like this: http://www.homeofficepro.net/webinar/87t98Jopr5

Highlight the website address, then “copy” it. Then click on the “link” button

When you do, the below box opens up.Paste the website address in the form

and click OK.

TIP: You can also enter YOUR email in the BCC

(blind carbon copy)field, and you will receive a copy of the email as well.

(Recommended)

Working Contacts in HOP2 in Your Team Room.

Step Four: Review Email, edit if necessary and send to contact.

When the email is ready for sending,Click on the Complete Button.

This will automatically put your contact in the “Follow Ups” tab and the the next contact in your list will

automatically open.

Working Contacts in HOP2 in Your Team Room.

Step Five: Follow Ups

Once you’ve worked your contact in the “Requested to

View” Tab and you hit “Complete”, they will be

automatically moved to the “Follow Ups” tab.

At this point, we call our contacts to ‘follow up’ with them.

You would follow the same process to work your contact

from here.

The difference, is that you will be given different outcome choices

and emails based on what you choose.

Upon working the prospect through the system via the “Follow Ups” section, your

contact will either be moved to your “Drip” email list OR your

“Preferred Customer” list, depending on the outcome.

Working Contacts in HOP2 in Your Team Room.

Step Five: Response Magic Autoresponder and “Lists”

You can log in to your “Response Magic” Account, by clicking on the

“Marketing” icon in your team room.

Then Click on “Autoresponder Login”

Working Contacts in HOP2 in Your Team Room.

Step Five: Response Magic Autoresponder and “Lists”

Once Logged in, you will be brought to your home page in

Response Magic.

To view a list, click on the drop down menu and choose the list that you would like to view and/

or manage.

Once the list you chose is showing, then you can view the

emails and or contacts in that list.

To View the Contacts, Click on “Show Contacts”

To View the Emails, click on“Convert”.

There are many more tools to learn about within the Response Magic System.As you become more familiar with the system, you can click

on the “Help” button to learn more as well as contact your enroller for extra guidance.