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Success Planner Plan for your success and for you will have a plan to guide you to achieve your goals. ~Lou Ludwig


This Success Planner Belongs to: Name___________________________________________________________ Address__________________________________________________________ Phone_________________________ Fax__________________Cell___________________ Company Name___________________________________________________ Website:_________________________________________________________ Email:___________________________________________________________ Upline Name:________________________Phone:_______________________ Sales Rep:________________________ ext ________ Team Name_______________________________________________________ In Case of Emergency: Name:_________________________________ Relationship________________ Phone:____________________Work_________________Cell_______________

Affix Business Card Here


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Step 1. Identify your "Why" and set goals. Begin with taking some time and energy identifying what it is you really want to accomplish with your Direct Sales business. Why did you make a decision to join the Direct Sales team? What do you want out of your business? How much money do you want the opportunity to earn? Why is that important to you? Put some thought into this action item and write your reasons down your success planner. It has been my experience that when individuals take a few minutes to identify the reasons why they are building their business, and document it they hold themselves accountable and take action. The more reasons, the deeper the commitment. The more reasons, the more consistent the effort. This first step will provide a solid foundation for your business. Also, set goals for yourself that will help you measure progress as you work towards your "Why." Remember to make your goals realistic and achievable.

Step 2. Create your Contact List. Think of every person you know and write their names on paper. Do not prejudge and do not qualify initially. Simply write their names down. Think of friends, family, neighbors, business associates, school friends, church friends, and the local retail establishments you do business with. This is a list of your most important assets. Once your initial list is completed, you’re up line for assistance and training on how to approach these people. Your upline is vital to giving you tips and tricks that they have found successful to help grow your business. The formula for growing your business is simple - the more people you can expose to your business - the more parties you will schedule, the faster your business will grow! Remember, the main goal is to tell as many people as possible about your new and exciting business venture.

Step 3. Learn about the Products and the Company. Check out the Corporate “back office” for detailed product descriptions and selling tips. The best way to learn about the products is to try them for yourself. Learn why people are excited to purchase your quality products. By enjoying the products yourself, your genuine sincere endorsement will make a tremendous impact in growing your business. Sales will feel simple and natural for you. You must also educate yourself about the Direct Sales company and business opportunity. Become a Direct Sales expert. Read your business owner's manual, the online resources, attend teleconference trainings, and ask questions. Being informed and comfortable with the business opportunity information allows you to be comfortable and at ease sharing with others.

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Step 5. Build a Team by Sponsoring New Consultants. There are many people that you know that would welcome an opportunity to create an additional income stream without jeopardizing their job or current career. Perhaps they want to stay home with their children full-time, pay off debt, pay for a child's education, supplement their retirement plans, or simply add a little extra money into their month. Direct Sales could be the business vehicle they are looking for so don't keep it a secret! Leverage the many tools (which include recruiting packets, literature, meetings, conference calls, etc.) to share this business with them.

Step 6. Plug into the support systems that are already in place. Contact your Sponsor/Team Manager. Take note of their contact information. Dial ? Login in to the weekly training calls, attend local events in your area (or start your own!). If you haven't already, take a look at the Consultant Organizers Business Manager system that are available to help you grow your business and organize your business. Plan to attend a Direct Sales Convention or Trainings and learn from the superstars that are breaking records! Take action today and remember that, ultimately, it is what you do that counts! Whatever your goals and dreams may be for your Direct Sales business, I want you to know that I am here to help you make those dreams a reality. Go make something great happen for you!

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Once you get your Kit, begin immediately by picking up the phone and calling the people on your list.

Don’t let the “fear of rejection” stop you before you start!

Persistence, coupled with passion, can never be defeated.

This is a numbers game. The more people you approach, the higher number of people will say “Yes”!

There is no better time to get started in your business than now. Just do it: Set up your first home party or open house and begin.

Be honest and professional when doing your business.

Networking is “friends telling friends,” and it simply won’t work unless you are willing to share your enthusiasm with your friends personally.

Don’t waste your energy supporting those who resist you; just think “next!” and move on.

Only work with those people (preferably your upline) who show an interest and will keep your spirits up.

Always schedule 2X as many parties and/or people you would like. For example, if you want ten people per party, invite

PREVIEW PREVIEW PREVIEW twenty. It is normal to have 50% no-shows.


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Having some type of planner-paper or electronic-is the first step in getting organized. But having a planner does not necessarily mean that you’re using it to your best advantage. Here are some ways to make your planner work for you.

1. Preparation: take one day a week to prepare yourself for the following week, month. Use this planner as a guide to collecting all aspects of life and having it available in one centralized place. Whether you keep this at your office or with you at all items (which is recommended) this planner should allow you to work, play and manage your household. 2. Application: Creating a schedule, making a goal list, or planning an event all looks good on paper but if you don’t take physical action to achieve the results you choose. You have wasted your time and money with this planner.

3. Maintenance: You cannot plan your uear in one day and never look at it again. Maintaining your records, party list, to do list and reverting back to several times a day will be the key to more organized successful balanced business and life! Glossary of Terms

Successline– Team Members or Downline

Empowerment Goal– How many people did you show your business to?

Giveaways– product samples. Gift certificates, baskets, anything that you donate for free to help promote and build your business. Stellar Sellers– the top sales people on your team.

Fast Start Incentive– Most Direct Sales Companies have a program fro exceptional consultants to earn extra bonus based on the criteria set by the Corporate Company.

Back Office-this is ordering and business management program your direct sales companies provides or you use to manage your business. If you don’t have one check out our Consultant Organizer Office Connection Program. Use Coupon

PREVIEW PREVIEW PREVIEW Code: COOCPPC for 10% off your first year.


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Site Name

Advertising

Cost

Expiration

Package

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Site Name

Advertising

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Expiration

Package

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Website

Username

Password

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Website

Username

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PREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW Weekly / PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW Monthly PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW Schedule PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW “One of the greatest resources people cannot mobilize themselves is that they try to accomplish great things. Most worthwhile achievements are the result of many little things done in a single direction.“ – Nido Qubein

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Focus Page PREVIEWAnnual PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW Business Beginning Career Level:___________________ Yearly Sales Goal: __________ Beginning:__________ End:___________ Mileage:___________ End Mileage:_________ Opportunity Meetings:_________ Successline Additions: __________

Party Totals:_______ Expo :_______ Networking Events:_______ Conference Calls Attended:_______

Yearly Corporate Training : Date:_________ Location: _______________ Cost:_________ Incentive Goal:_____________________ Marketing Campaigns/Ideas/Opportunities: (TV/PRINT/RADIO/WEB/SOCIAL MEDIA) 1. 4. 2.

5.

3.

6.

Other Ideas:__________________________________________

___________________________________________________________ __________________________________________________________ ___________________________________________________________ __________________________________________________________

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Distributor # Sales Amount

1. 2. 3.

Team Monthly Sales

Distributor #

Name

Sales Amount

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Name

Distributor Num- Date Started ber

Expected Sign-On Date

Kit

Location

Contact

Sign-Up Giveaways Name

Giveaway

Amount

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Name

Goal

Phone

Reason

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Date Book

Party Date/time:

Name

Home

Address

Cell

Contact

Email:

Date Book

Party Date/Time:

Name

Home

Address

Cell

Contact

Email:

Date Book

Party Date/Time

Name

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Cell

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Email:

Date Book

Party Date/Time:

Name

Home

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Email:

Date Book

Party Date/Time:

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Mileage

Contact

Reminder Card

Paty Total

Follow Up Contact

Follow Up

Referred Shows:

Thank you Follow-Up:

Invitations Sent Date:

Date Received Hostess Packet:

Contacts

Booked From:

E-Mail

Cell Phone

Address

Name

Number of Guest

Time:

Party Date

Alt #

Theme:

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Cell

Address Contact

Kit Type:

Email

Earn a Kit:

When?

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Name

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Kit Type:

Email

Earn a Kit:

When?

Notes:

Name

Cell

Address Contact

Kit Type:

Email

Earn a Kit:

When?

Notes:

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Yes

Back Office Training Completed With Me?

Fast Start Incentive

Kit Type

Credit Card

Soc. Sec. #

Birthdate

E-Mail

Cell Phone

Address

Name

Date Ordered-

Alt #

Distributor #

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Successline Management

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Distributor #

Last Contact Date

Last Activity Date/ Amount

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Starter Kit type:

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Consultant Number:

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Contact Dater:

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

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Contact Dater:

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

Contact Tupe: O Phone O Text OEmail O Other

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Name__________________________________ Distributor #___________________ Stellar Seller

Jan_________ April_________ July_________ October___________

Feb_________ May__________

Mar_________ June__________

August_______ November_________

September____

December__________

Corporate Recognition

Jan_________ April_________ July_________ October___________

Feb_________ May__________

Mar_________ June__________

August_______ November_________

September____

December__________

Other Recognition

Jan_________ April_________ July_________ October___________

Feb_________ May__________

Mar_________ June__________

August_______ November_________

September____

December__________

Notes:______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________

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Catalog Leads

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Address

Cell

Contact Date:

Email

Date Mailed

Name

Home

Address

Cell

Contact Date:

Email

Date Mailed

Name

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Address

Cell

Contact Date:

Email

Date Mailed

Name

Home

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Cell

Contact Date:

Email

Date Mailed

Name

Home

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Cell

Email

Date Mailed

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PlannerPREVIEW PREVIEWEvent PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW PREVIEWPREVIEW PREVIEW PREVIEW PREVIEW PREVIEW Event Name:____________________________Contact Person:_______________

Event Location:_________________________________ Phone:_______________ Event Date:___________ Deposit Amt/Date:__________ Event Fee:_______ Event Time:________ Set-up Time:_________ Breakdown Time: ________ Giveaway

Name

Consultant Name

Retail Value

Lead Color

Shift Schedule

Notes

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Event Location:_________________________________ Phone:_____________ Organization:____________________ Member or Non-Member Event Date:___________ :__________ Event Fee:_______ Event Time:________

Membership Requirements:________________________________ Name

Phone

Description

Follow-Up

Contact Date

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

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Confirmation

Hostess Name

Customer Name

Backordered Items

Ordered

In Stock

Shipped/ Delivered Date

Delivery

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Hewlett-Packard

Check out our other products Consultant Organizer Membership Get access to Tips and Tricks to Organizing your Business. Downloadable documents that you can utilize. 12 Month Success Course that will keep you organized, and task driven all year long. One Time Fee $97 ($10 off your Consultant Organizers Success Planner)  Monthly Membership $9.95

Personal Business Organization Consultations This one hour session will jump start your organization journey. This intense consultation will tackle the clutter in your business and allow you to find balance in your work.

 1 hour Session $67

NEED MORE? Ran out of party lead forms, or need more sales receipts go to our website to get more inserts for your planner today!

www.ConsultantOrganizers.com


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