Distributor Follow Up And Tracking Sheet Date - Facts About Herbalife
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1Distributor Follow Up and Tracking sheet
Date_____________
How Did Hear About Us?__________________________
NAME, Last________________________________First_________________Spouse’s________________
Childrens Names & Ages__________________________________________________________________________
Address _______________________________City_________________ State_______Zip_____________________
Best Time & Place To Be Reached At , preferably during the day________________________________________
Home Phone __________________________ Cellular Phone
___
Place Of Work__________________________Work Phone (only if can be called there) ______________________
Email: ________________________________ Work Email: (only if you can accept email)____________________
Efax# _______________________Fax #____________________ Birth Date_____________________
When Do Your Business: What days____________________, # Hours can work- invest _____ Time of day________
RETAIL/PRODUCER BASICS
GOALS CHECKLIST
_____CALENDAR/Planner -1
____Benson wheel picture-1
_____Product Health Survey-1
LIVE EVENT:dates attended 3 times
____skim review Benson-1
_____Before Picture taken-1
______/______/______Fast Start Call
____create Benson Binder-1
_____Income Goal Wkshts -1
______/______/______Platinum Call
____CW (self register)-1
___Income amount
______/______/______WI Call
____Ref. Points/worksheet-1
___What do with it
______/______/______Expo
____List of names1,2
___days and hrs work
______/______/______University
____Package Story-Prod-4
_____Visual Dream Board1-8
______/______/______Extravaganza
____add story to WVA
_____Plan of Action made-1-8
______/______/______STS-other HL
____Business card-flyer-2
Which group in?-2
Product Training Daily; HBN/ Calls
____Button Response/Prod & Biz
___Wholesale Customer
____What payment options-4
___Retailer/Producer
MARKETING PLAN
____Sell over phone/in person-4
___Team Builder
__Basic Understanding pg.38-43 (2)
____Retail Buzz Words-4
_____ copy of 3 group chart?-2
__Buy from Own Store concept- 2
____Cust. Pkts. Made-3
_____added to my chart
__review 7 steps-2
Product knowledge & Sharing
PERSONAL DEVELOPMENT
3,6
__wkst-visual(Plat/10-10/QWI/WI)2-7
____catalog-Prod. “bible”-1
Done Daily!
__Have products-inventory –4,5
____Review UPS-1
_____Millionaire Trainings
__track Volume pg.6-7/Order forms-6
____PYP video-1/Share-4
_____Jim Rohn, list others
Date achieved /check if add to WVA,
____Product Hotline
my Email list & my Chart
____print out testimonials-3
______/_____WB
OFFICE/BUSINESS SET UP-5
____review testimonials in book 3
______/_____Dist-IBP
_____
Extra’s page review-1
____make presentation book-3
___________ Dist.App Recv’d?
_____Calendar/planner set up-1,5
____ClubW review online/live calls
_____MSN/Hotmail/Email-1,5
______/_____Platinum
____ HBN shows/Product Calls
_____Inventory-Prod & Supplies
PreBuy/PreSell?
____Share your story on Fast Start
_____Promote/Literature ordered
_______
Know Buddy/line qual.
_____samples ordered/on hand
______/_____Supervisor
COI approach methods-3
_____Cust. Pkt materials 4,5
____________Sup. App rec’vd?
____ Jumpstart
_____IBP’s 5,7
Track Organization VP
_____Shipping supplies/USPS 5
____Grand Opening letter
online ordering/tracking
_____Follow up & card box set up4
____Online link/phone audios
10 Cust. Form
_____labeling/stamp5
____Video
______/_____QWI
_____Phoneline: smart ring/seperate
____Samples
_____long dist/Herbatel/_______1,5
______/_____WI
____3 ways with sponsor-names
_____AnswMach/VM 5
______/_____CT
_____3 way -5
___Sponsor (me) have copy of their
Follow Up
_____White-Yellow pages 5
lineage chart / 3 group
____Referral Promotion -4
_____tape recorder/Duo fon 5
updated?
_____Efax/Fax 1,5
____CW promote/letter/ reg.-3
BUILDERS/RECRUIT BASICS
Money
____3 Follow Up audio’s review-4
_____ CC/APS to purchase 5
_____IBP’s on hand-7
____Whlse
Biz promote/handout4,7
&
_____accept Credit cards-Pro Pay 5
_____Review VBC-2,7
____7 Step Follow Up process-8
_____accept Checks by Phone 5
_____Package Story Biz 7
Retailing/ Build methods list 2-3
____ price list by phone 4,5
_____Learn GAP/ Button Response 7
1______________________
_____Retail forms-how to fill? 4,5
_____3 way with sponsor-7
2______________________
_____Whlse forms-how to fill? 4,5
_____Invite others Fast Start/HOM-7
3______________________
_____Refund form-how to fill? 4,5
_____Share story on Fast Start-7
_____Advertising Gauges
_____Taxes/Purch-Income-Expenses
_____7 Step F.Up/This F. Up chart-7
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