FOLLOW UP AND SET UP CHECKLIST
1.Set up a follow up system
2.Practice Follow up language
3.Set up Your office
4. Set up your email signature
1.Set up a follow up system
2.Practice Follow up language
3.Set up Your office
4. Set up your email signature
THE FORTUNE IS IN THE FOLLOW UP
MANAGING YOUR PCS AND ICS
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Arbonne has a proprietary CRM (Contact Relationship Manager), for mobile and virtual contact management. You can find the link and get started from your My Office Dashboard.
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If you don;t want to use the CRM,to manage your Clients and Consultants, you have two choices- VIRTUAL ( using the Arbonne website) or MANUAL- using binders and paper.
Use whichever way is most efficient for you.
VIRTUAL
To manage virtually, log into your Arbonne website go to My Office/Me/Leads.
To learn how to use this, go into The Source and Search the Training video called"Managing My Contacts". ( 9:25)
This training reviews how to add and manage contacts to stay connected, add tasks and events and use the opportunity task to mentor and coach to promote business. PRE-REQUISITE TRAINING is "Managing My Office".
Use whichever way is most efficient for you.
VIRTUAL
To manage virtually, log into your Arbonne website go to My Office/Me/Leads.
To learn how to use this, go into The Source and Search the Training video called"Managing My Contacts". ( 9:25)
This training reviews how to add and manage contacts to stay connected, add tasks and events and use the opportunity task to mentor and coach to promote business. PRE-REQUISITE TRAINING is "Managing My Office".
MANUAL
- Buy three Binders and label them CONSULTANTS, CLIENTS and TRAINING BINDER.
- Buy Alphabetized dividers for the Consultant and Client Binders.
- Print out one Client Care Sheet for each client and put in Client Binder.
- Client Care Follow Up Sheet - click here
- Print out a Consultant Info sheet for each Consultant, and put your Sponsor Check list in the binder along with it.
- Keep notes on your trainings.
ADDITIONAL: SPREADSHEET
If you like to use a Spreadsheet, you can track your leads and follow ups with this Excel spreadsheet.
Contact Management Spreadsheet.xlsx
If you like to use a Spreadsheet, you can track your leads and follow ups with this Excel spreadsheet.
Contact Management Spreadsheet.xlsx
ONGOING CONTACT: NEWSLETTER OPTIONS
- Optional: Sign up for monthly newsletter at www.yourteamnews.com $10/month - Arbonne compliant newsletter
- Optional: Set up for Mail Chimp - responsible email marketing server to send your newsletter and give clients option to 'opt out' (and it's FREE)
FOLLOW UP AFTER A MEETING
Click on the Link below to learn how to follow up after both a product drop off and a business appointment
FOLLOW UP LANGUAGE
FOLLOW UP LANGUAGE
FOLLOW UP AFTER A SALE
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Stay on top of Your PC Rewards each month- reach out to remind them to redeem! Here is where you track them in Your Dashboard
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Email or Text Renewal and Reward Flyer (Global)
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SET UP: GET ORGANIZED
Make Room for Your Business and Get Organized
There is a lot of information and it can come at you rather quickly especially when you are starting up. It helps tremendously to have systems to keep track of it all so that you can find what you need, when you need it.
Arbonne Products and Business Materials
You will need some physical space for products (display and sampling purposes), for sample packs, and for printed information you might want to share with people about the products and the business opportunity. It may be a couple of shelves somewhere or a cabinet. If you can pick a spot where you know things are, you will feel less crazy than looking through piles of stuff. Further organize this space with:
There is a lot of information and it can come at you rather quickly especially when you are starting up. It helps tremendously to have systems to keep track of it all so that you can find what you need, when you need it.
Arbonne Products and Business Materials
You will need some physical space for products (display and sampling purposes), for sample packs, and for printed information you might want to share with people about the products and the business opportunity. It may be a couple of shelves somewhere or a cabinet. If you can pick a spot where you know things are, you will feel less crazy than looking through piles of stuff. Further organize this space with:
- Accordion-style folder for forms and printed material that is frequently handed out.
- Another accordion-style folder for hard-copies for client care cards and PC registration forms.
- Small baskets to hold sample packs.
- A place for catalogues, business cards, prospecting packages.
- A shelf for your Gold and Blue Bags all ready to go.
SET UP YOUR EMAIL SIGNATURE
TWO CHOICES:
- 1) COPY AND PASTE
- Feel free to copy and paste this signature and edit it with your own information.
Mary Smith
ARBONNE INDEPENDENT CONSULTANT
EXECUTIVE NATIONAL VICE PRESIDENT
#115111835
t: 416.427.6958 w.marysmith.arbonne.com
e: [email protected]
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HEALTH • BEAUTY • VITALITY • ABUNDANCE
2) BRANDED SIGNATURE WITH LINKS (monthly fee)
- Some consultants like to use this branded signature with links you can customize to your Arbonne site and you tube: http://www.myesig.com.
- See ERVP Leigh Anne Saxe's esig here: Each Green button is a hot link to her personal Arbonne Website.
C.A.S.L. REQUIREMENT
In Canada, the Canadian Anti-Spam Law requires that you put this disclaimer or one like it at the bottom of your email signature . You can cut and paste this.
If you do not wish to receive any future marketing or promotional communications from me, you can opt out by sending an email to [email protected] with your full name and the word “UNSUBSCRIBE” in the subject line.
If you do not wish to receive any future marketing or promotional communications from me, you can opt out by sending an email to [email protected] with your full name and the word “UNSUBSCRIBE” in the subject line.