Step 2: Get Started Right
SET UP YOUR BUSINESS
CREATE YOUR CONTACT LIST
List business colleagues, associations, industry peers, niche markets, friends and family.
1st: Put all contacts on the Top Prospect form (minimum 100) using Memory Jogger to build list
2nd: Mark the 10 boxes that apply per contact
3rd: Set appointments with 10’s then 9’s then 8’s…
SET YOUR GOALS
Where are you at and where do you want to go? What is your purpose to drive your success? How will you reach your income goals?
LEARN THE PRODUCT
Use and experience it!
TRACK YOUR SUCCESS
Use the Wealth Builder's Tracking Form to organize the exposure process with every prospect. Track efficiency and discover what creates your best results! This is an essential tool for personal accountability!
Use the PDA Form (Personal Daily Achievement) to keep your business building activities (presentations, trainings, etc) all in one place for improved organization and to assist the coaching process during your initial field training. PDA calls after every consumer presentation during your first 20 days.
Step 3: Share the Service
YOUR FIRST 20 DAYS: BLUEPRINT FOR SUCCESS
40 Presentations (your most important KPI)
20 Personal and/or Small Business Sales (immediate income)
5 New Selling Partners and/or Employee Benefit Accounts
(future income streams)
100+ Referrals (growth opportunities from doing R3, set
appointments and repeat)
CONTACT AND SET APPOINTMENTS
Script for booking appointments
NETWORK, NETWORK, NETWORK!
The key focus of networking is to create new business relationships by showing a sincere interest in serving THEIR needs. Opportunities for individual, small business and group sales will often follow. By using our referral system (R3), these relationships will open doors to incredible opportunities for expanding market share and your book of business will soar!
USE HIGH TECH WITH HIGH TOUCH
Keep our services in front of your contacts with your own marketing assistant. Enter your prospect's contact information into the Prospect by LegalShield system and send out an appropriate resource with a personal note after every contact.
MAKE PRESENTATIONS Goal: 10-15 presentations a week.
Consumer - You present and have PDA calls with your field trainer after every presentation for the first 20 days. These sales are simple and are the key to immediate income and promotions! Present to everyone you care about asap!
Business - You set appointments and your field trainer presents for the first 20 days. This is how you earn while you learn and grow exponentially. See the coaching model below for your business development plan for weeks 1-3.
Use the Consumer Folder to show how our services are not only relevant, beneficial and affordable but also conveniently accessed. This tool serves as a presentation and leave-behind for ALL markets from the consumer, to the HR director, decision maker and business owner. It is also used for employee enrollments, recruiting new associates, independent agents, brokers and associations. One tool for every sales division!
R3 REFERRAL SYSTEM
Who do you know that could benefit from our service? (= more personal and small business sales)
What companies do you know that care about their employees? (= more group accounts and employee benefit sales)
Who do you know that would like to help people and make more money? (= more growth opportunities to expand market share)
Step 4: Grow & Improve
FIELD TRAINING (for the professional business market)
Tell me: Field trainer tells you how to set appointments and track your success
Show Me: Your field trainer does the presentations for all of the appointments you set. Your goal is to set up a minimum of 1-3 business presentations per day. This is our "earn while you learn" program!
Let Me: You and your field trainer will do presentations together. You take what you learned your first week in the "show me" stage and begin to apply it personally. Again, the more presentations the better! Because you do not have a large client base yet, a minimum of 1-3 presentations a day in your first few months is expected.
Grow Me: You do the whole presentation and get coaching on how to get even better. As YOU get better, your income will get BIGGER!
CREATE NEW AND PRODUCTIVE HABITS
First you make your habits, then your habits make you! If you want to earn more, you must learn NEW AND PRODUCTIVE habits to produce the income you desire.
Learn the 6 habit strategies that create breakthrough results by reading one chapter of the SUCCESS HABITS THAT WORK book every day during your first week! When you change your habits, you'll change your life!
Step 5: Duplicate & Advance
DUPLICATE TO EXPAND MARKET SHARE
Our goal is to create explosive growth in markets throughout North America by providing services that bring cutting-edge and cost effective solutions to the local communities.
We expand market share by increasing sales and market share by recruiting the following:
New Sales Associates
Agents and Agencies
Associations (Local and National)
Niche Market Specialists
REFINE AND ADVANCE YOUR SKILLS
Refine and advance your skills with additional training once your first 20 days has passed.