Day #6 Systems Another SUPER more Detailed...
Another Example of tasks
Has great info for my leaders as well.
Systems Master List 2017
Michelle O’Malley
Personal Business Power Hour
o Customer Care
o Booking
o Hostess Coaching
o Recruiting
Team Leading Power Hour
o Check in
o Goal setting
o Training
o CER
Follow-Up Check List (Customer Care)
o 2-2-2
o Thank customers within two days of ordering (text, forward order confirmation, and/or send thank you note in mail right away)
o Forward shipping e-mail immediately upon receipt
o Check in two weeks after items shipped
o Check in two months later to remind of warranty expiration
o Last year’s orders
o Example: Mary ordered in January of 2016. Follow up with her in January 2017.
o Has someone previously ordered the current special?
o Example: Susan ordered a Tall Organizing Tote in May 2016. Follow up with her next time Tall Organizing Totes go on sale.
o E-Mail Activity Report
o Reach out to everyone who opened your Home Office e-mails this month
Booking
o Maintain a living “Who Do You Know” list
o Follow up with three contacts per day (see “Follow Up Checklist”)
o Plan something out-of-the-box for “down” months (Mystery Hostess, etc.)
Hostess Coaching
o Check in once or twice per week
o Text Smore #1 immediately at booking (https://www.smore.com/pnnrr)
o Mail or deliver hostess packet within three business days
o 2 catalogs
o 5 mini catalogs
o 5 outside order forms (TOT)
o 2 monthly special fliers
o 1 hostess flier
o 1 wish list (team page files)
o 1 personal letter or note
o Recruiting brochure
o Set up Facebook event
o Send Smore #2 the day before the party goes live on TOT & Facebook (https://www.smore.com/gk9g7)
o Send Smore #3 the day before orders are due (https://www.smore.com/6vd6m)
Selling Outside of the Party
o Keep wish lists of customers who are interested in particular products to reach out during specials and outlet sales
o Follow up with three contacts per day (see “Follow Up Checklist”)
o Think outside the box
o Contact businesses who have gifts to purchase for employees & clients
o Fundraisers
o Holidays & special occasions (graduation, birthdays, showers, teacher gifts, etc)
Recruiting
o Keep a separate “Who Do You Know” list for potential team members
o Hostesses
o Top spenders
o Engaged customers that spend the least
o Life of the party
o People you want to be around more
o People who need the opportunity (financially, spiritually, socially)
o Anyone who has expressed an inkling of interest in what you do
o Keep recruiting information simple:
o $99 to start
o Commission starts at 25%
o You don’t have to have everything in the catalog to be successful
o Be prepared to launch within two weeks of enrolling
o “Think About It” Packets:
o Recruiting brochure
o Mini catalog
Team Work
o New Gen 0 Team Member
o Print New Consultant Info Sheet (TOT)
o Encourage her to set her launch date ASAP
o Sign up for a new consultant webinar
o Start building a Who Do You Know list
o Create VIP group
o Check-In Clusters
o New consultants (first 120 days)
o At Risk
o Emerging leaders
o Engaged consultants
o Remaining team members (hobbyists, personal discount holders, short-term goal setters, etc)
Beginning of Month Checklist
o VIP Group
o Update banner
o Post customer and hostess specials
o Hostess Coaching
o Update or create & save RedStamp templates
o Make sure all parties are live in virtual office
o Make sure all parties are set up on Facebook
o Flip your kit
Beginning of New Catalog Checklist
o Plan “Last Chance/First Glance” or Retirement Party
o Plan new catalog launch party
o Clean out business supplies
o Assess how many catalogs, minis, and recruiting brochures you ordered last time and how many you have left over to adjust spending
o Update swatches
o Update hostess packets
o Reflection: what worked last catalog and what didn’t? Time to adjust!
o Send survey to back office contacts and VIP group to get updated contact info, booking & recruiting mindsets, catalog mailing info.
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