New Consultant Checklist Consultant Name: ____________________________________
Consultant ID: _____________
Address: ____________________________________________
Start Date: ________________
Phone: ____________________ Cell: ____________________ Email:______________________________________________ Website:____________________________________________
>>> getting ready <<<
Kit Ship Date: _____________ 40th Day: _________________ 70th Day: _________________ 100th Day: ________________
>>> creating contacts <<<
Explore their “Why”
List of 20-50 people, add to list consistently
What would they do with $500 more each month?
Suggest scheduling Show-N-Go/Grab-N-Go
What challenges do they need to overcome?
2 minute exercise: write down as many names as
What needs to happen to fit business in?
possible and highlight those who would be great
Discuss $10/month subscription receive first 3
first hosts
months free - refer to Ready Email - VA tools
Friends and family, acquaintances, long distance
Select date for Business Launch and block dates in
friends, social media connections, at events you
calendar - pink, blue, green
frequent, etc.
Dream big and start setting goals
Talk to 2 people within the first 24 hours
>>> Booking first parties <<<
>>> Training & Support <<<
Support System, upline structure, corporate
Attend a party for training and confidence
Share resources - Support Documents
Magic of 12 parties - promoting to Team Leader
Monday Morning Morsels - training calls
Suggest word choices and call guides when
New Consultant Facebook Community
Team meeting schedule - reasons to attend
Different ways of inviting - phone, email, mail
Communication with team using VA email
Label catalogs and order forms with contact info
Convention - Leadership Summit
Create Let’s Party & Let’s Talk packets
Calculate income from those parties
Schedule 2 launch parties - importance of 3-4 parties right away; practice
making calls; Power words
>>> coaching call topics<<<
>>> after first party<<<
Cover Host Reward Program
Complete Host Wrap Up Form and give to host
Cover party presentation questions; Refer to
Did they talk to Host about joining their team?
Presentation Cards
Did they book any new parties?
Compensation Plan overview
Any prospects at party to offer opportunity to?
Start business with a buddy - who do you know?
How well were seeds planted for parties &
Discover Demarle call last Wed of each month
Create a plan to earn incentive trip
Reminder to send host a thank you note
Desire to increase income through leadership
Create follow up system for party and business
prospects?
leads
New Consultant Checklist Setting expectations is an important discussion to have with your new consultant! Understanding what they expect from you and what you expect from them will make your team that much more successful. For example, I expect you to: attend team meetings, make coaching call appointments. Find out what they expect such as your availability, what training you provide, how you support them. Good communication will help both you and your new consultant improve your relationship and performance!
>>> getting ready NOTES<<<
>>> creating contacts NOTES<<<
>>> Training & Support NOTES <<<
>>> Booking NOTES <<<
>>> coaching call NOTES<<<
>>> first party NOTES<<<