Downline Manager
1. Every day you must check to see team additions/removals. a. They are listed in the current and future campaigns on LEFT side b. For removals-CALL and find out what’s going on...try to get them back on. i. Go to Customize a Report 1. Removals a. Generation-1-2-3 b. Click Show report i. Click on each one individually to see when their last submission/payment was ii. Call them and see what’s going on-try to get them to pay and place an order to stay active. You can offer to drop a few current brochures to them to get motivated 2. Check your ACTION ITEMS on right side (Every Campaign) a. Anniversaries/Birthdays-Send an E-card/Call to congratulate them—this builds a better rapport with your team b. Title Advancements-CALL them and congratulate them. Send a card in MAIL. These are the ones that are propelling their own business and will in turn help you to the next title c. Missed order but can still submiti. I send an e-card to all of them and then I will call them to remind them their order was due. Remind them that even if no customer sales, they should be ordering brochures—BROCHURE ONLY ORDER MEANS NO FEE ii. We are supposed to maintain team activity of 80%...the more orders the better d. Missed Order-These have had no order for the campaign…they will have no brochures for the 2 campaign out timeframe. CALL them and find out what happened… e. Orders over $150- Send and e-card and congratulate them. I personally call anyone who has an order over $500..these top sellers earn you more in commission and you want to support them.
f.
Orders on hold- These are people who placed an order but didn’t make prior campaign payment. Send an E-card and follow up. Some are notoriously late every campaign. If they don’t pay—you don’t earn.
3. Leadership Reps: a. Every campaign I check each one individually... i. Open Genealogy tree and go thru each leadership rep one at a time. See where their sales are—KNOW WHAT THEY NEED TO BE TITLED (this is UL) 1. $200 MIN Personal 2. 3 First gen MIN submissions 3. $1200 MIN Total Unit Sales (TUS) ii. See who isn’t placing orders on their teams, or orders under $50..no earnings for less than $50 for EITHER the rep OR the Upline iii. Make sure they have enough reps to maintain UL status…if not...get with them ASAP...If a rep loses title then you can lose yours. iv. The first time a Unit Leader or above fails to perform at the level of Unit Leader for 6 consecutive Campaigns, he/she will be demoted to Candidate effective the following campaign—the demoted Campaign. She/he will keep her Downline. The Demoted Candidate will then be granted 13 Campaigns, starting with the Demoted Campaign, to reach UL or above again. v. *** If the previously Demoted Candidate reaches UL or above for a second time, but then falls below the Unit Leader level again for 6 consecutive Campaigns, he/she will be discontinued from the Leadership program altogether and her Downline will roll up. vi. vii. A titled Leadership rep can go 6 campaigns at risk before they lose title…be on this as if you drop in title, your earnings drop with that
b. Candidates: (Reps with recruits but not yet EVER titled) i. Look at these too because they can lose the people they have if not titled in timeframe 1. A candidate has a leadership agreement campaign
a. Click on View Detail b. Right hand side will say: Leadership Agreement i. They have 6 campaigns from their campaign of APPT to have a minimum of 3 submissions first generation to retain their people. If they have 3 submissions but not the TUS then they will be given 13 MORE campaigns to make the sales goal ii. If a Candidate has less than the required three (3) registered Recruits after the first 13 Campaigns, she will be removed from the Sales Leadership Opportunity and will lose her Downline. He/She will be permitted to start a new Sales Leadership business in the future, but her former Downline will not be relinked. iii. iv. Contact them and discuss what it is they are looking for in their business. If they want to continue leadership then HELP THEM get to where they need to be to make title. 2. REMEMEBER you need ULs under you to move to the next level and keep from losing your own title. Candidates may need a little more guidance but they will be the ones who help you maintain title. 3. 4. New Additions (Every Campaign) i. Check the reports to see who is registered online and who isn’t. Go to reports, Rep Search 1. Parameters a. Generation-1,2,3 b. Online status: NOT ONLINE c. LOA 0-4 (over this can get you reps who will never be online if they had been nested) 2. Contact them AND their Upline to get it fixed or find out if they are still selling
ii. Check each new rep to see what their award sales were for their first campaign. 1. Sales a. Active b. Select Current campaign c. Generation-ALL d. LOA- 1-2 i. Address any under $50 orders immediately. Let them know they are not even saving if order is under $50 5. Past Due (Every Campaign) 1. Customize a Report a. Active and Past Due 1-3 b. Generation-ALL 2. When report is shown click on each individually to see if they are still past due or not. Due to system updates we may see them on report but they have actually paid‌PAST DUES will not be able to place any current orders and you will not be paid for previous one!! 6. Sales Report (Every Campaign) a. Use this to determine who has high enough sales over a 5 campaign period to approach about leadership i. Customize a Report 1. Sales 2. Gen-ALL 3. Campaign-Previous 5 to Current 4. Status-Active ii. Look at their last 5 campaigns and see if they had over $250 in sales each campaign 1. If they had it for all 5 then you definitely want to CALL and talk to them about leadership opportunity
2. If they had it for more than 3 of the 5 then email them about it-give them quick breakdown of earnings potential for leadership and ask that they contact you if interested