Organizational Workbook

Transcription

1 Organizational Workbook What Is It? A Simple 3-Ring Binder to help you stay organized with your JP+ Franchise. Organizational Workbook Contents Inside Front Pocket: Order Forms (Create your own order form on your Virtual Office) Tab 1 - Dream, Plan and Track: DMO Planner Event Planner Tab 2 - Prospect Care Memory Jogger Name List Prospect Profile / Connection Record Form Tab 3 - Customer Care Print your latest Preferred Customer Genealogy Report (sent via from the company every Sunday night) A-Z Dividers - As a prospect becomes a customer, file their Connection Record Form into the alphabetical tabs along with their Customer Profile and Survey as they are completed. Customer Profiles Tab 4 - Distributor Care Designing Your Team Potential Team Member Profile 30 Reasons Why We Love Our JP+ Business Conference to Conference Planning Form Your Downline Growth and PVC Report (download previous month from Virtual Office) Your 12 Month Analysis Sheets (download current version from Virtual Office)

2 Week of: DMOPlanner Activities MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY TWO NEW PEOPLE New or Memory Jogger people. First time or reconnect. Share story, video, invite to event. Call or Message Blitz! TWO FOLLOW-UPS Is this good time to talk? What did you like best about the information? Does JP+ make sense? Ready to start? TWO CUSTOMERS Customer Care Check-ins Add to FB group Join our Mission? Send business video, or invite to event,3-way call TWO TEAM Connections and help with NEXT STEPS. Set up 3- way Call or Zoom with NMD to welcome or coach. Use Voxer to connect also! EVENTS Promote an event. Host, attend, and/or present at event. 3-Way Call/Zoom Schedule Prospects, Customers, Team with Upline SOCIAL MEDIA Post and Comment (on your feed and in groups) CHECK VOXER Listen, learn in Team Chats, 1:1 with customers and team members PERSONAL GROWTH Books, Audios, Training Call/Zooms Notes on the back

3 Event Planner Events are the #1 way we grow our business! We recommend at least two live events in your first 60 days to help you complete your After you reach your Virtual Franchise promotion, plan ONE live event each month to continue growing your business. In-Home Events, Coffee Shop, Restaurant, Doc Office, Gym, Etc. Create Invitations! Virtual Office JP+ Creative Section Photofy,Pic Monkey etc Date: Date: Time: Time: Local Events - Inspiring Healthy Living Healthcare Pro Lectures Date/Time: Date/Time: Speaker: Speaker: Your Monthly Events Social Media and Online Events - FB Events/Zooms Date/Time: Date/Time: Speaker: Speaker: Contact, Send, Contact to Invite! Contact prior to event Conference/Zoom Calls and 3-Way Connection Calls Date/Time: Date/Time: Speaker: Speaker: Send an Invitation Contact day of / day before event JP+ Team Trainings Date: Time: JP+ Conference Date: Time:

4 Tip: Try to set a follow up appointment, The video is 5 min., when do you think you can watch it and when can we connect again? What do you say? Face to Face, Calling, Messaging PERSONAL GREETING Hi! I hope you re doing well I loved seeing your family pictures on Facebook! I m sorry to see on Facebook that your kids are sick. it was great to see you at the gym yesterday. I was thinking about you today. Close friend or family I know you ve mentioned that I have more energy and that my skin looks better. It s been amazing to experience those changes and I wanted to share more with the people I care most about. I learned about a simple way to add over 30 fruits and vegetables to my diet and it s what I ve been doing. I d love to send you a short video to learn more about it. Would you have 10 minutes today to watch it and could we talk around 8:00 tonight for a few minutes? (SEND WHAT IS JUICE PLUS? VIDEO AND THEN FOLLOW-UP AT 8PM) For an acquaintance: Someone at Church, Bank Teller, PTA President I love all that I ve been learning about nutrition and I m having some people over to my home to enjoy smoothies and have a health discussion! I ll also be sharing a simple way that I found to get over 30 whole foods into my diet everyday. If I send you an invitation would you come? (SEND FLYER) Health conscious person, or fitness professional I love all that I ve been learning about nutrition and I ve been thinking about you because you know so much about health! Would you have a few minutes to chat today, maybe around 10 this morning? I want to get your opinion on something. (FOLLOW-UP AT 10AM, SHARE YOUR STORY, SEND A VIDEO OR INVITE TO YOUR NEXT EVENT, FOLLOW UP AFTER THE EXPOSURE.) I m not sure if you d be interested, but I found something that has been researched on athletes, and the studies have been published in the American College of Sports Medicine s official journal. When I realized that, I wanted to share this with you. If I send you a video by a Harvard trained doctor and Iron Man would you watch it? It is cutting edge information about health and fitness and I think you will enjoy it. (SEND DR. PHILLIPS VIDEO, FOLLOW UP WITHIN 48 HOURS.)

5 Someone with health challenges Do you have a few minutes to talk? I can t get you off my mind! I have no idea if something I learned about could help you, but what if it could? I would never want you to say Julie you knew about this and didn t share it with me? It has made such a difference in our health and there are over 35 published medical studies proving it s effectiveness. (SEND A VIDEO) For a busy mom I just watched a video with the well known pediatrician, Dr. William Sears. I thought of you and wanted to share it. I think you will love hearing what he has to say about brain health. If I send you the link, will you take a look at it today? Can we chat tonight around 9pm after the kids are in bed? (SEND VIDEO, FOLLOW UP AT 9PM) I thought of you because I know you re a busy mom like me and we hardly take time to care for our health. I m doing something called the Shred10 in a few weeks and I wanted to see if you will do it with me. If I send you a video, will you watch it and let me know? (SEND VIDEO, FOLLOW UP, TAKE JP+ ORDER, ADD TO NEXT SHRED10 FACEBOOK EVENT) I was thinking about you today because you are so great with people and you care about them. I was actually laughing the other day when you told a bunch of us about your jeans and we all went and bought a pair. You know, you re such a great connector and I just wondered if you might be open to Reconnecting with friends from the past ASK F.O.R.M. QUESTIONS TO CATCH UP! F: Family-Ask about theirs and tell about yours O: Occupation-Ask about their job. Compare notes on how your jobs differ. R: Recreation-Ask what they do for fun...sports/hobbies/volunteer work. What do you have in common? M: Money/Motivation-Ask how they feel about where they are in life right now. Where they want to be in 5 years. Share your passion for inspiring healthy living and helping future generations with their health. When reconnecting, sometimes the first connection is just an opportunity to begin building a relationship again. Often as you ask questions of them, they will begin asking questions of you. For instance YOU: What are you up to these days? THEM: I m working part time still, how about you? What are you doing? YOU: I m also working part time but I m doing something from home that I love and it allows me to be flexible so I can be with the kids when needed which has been great. THEM: Really, what are you doing from home? (SHARE YOUR JP+ STORY, SEND YOUR FAVORITE VIDEO, FOLLOW UP WITHIN 48 HOURS or INVITE TO A 3-WAY CALL) EXTRA COMMENT IDEA - I am so thankful I learned about this information and I want everyone that I know and care about to hear this too!

6 What do you say when you re asked, What do you do? Here are some verbiage ideas I partnered with the Juice Plus Company to help families get more nutrition in their bodies! 2. I'm a wellness advocate helping families get more nutrition into their lifestyle. 3. I'm a mom who partnered with a company who found a way to easily get fruits and veggies into our diets! 4. I'm a franchise owner in the health industry - my passion is helping families improve their physical health while also increasing their financial wealth. 5. I work with a company who s mission is to spread healthy living around the world. By making little changes you can take your health back. 6. I own an online franchise that helps other families bridge the nutritional gap so many of us have. 7. I get to be home with my kids while sharing health with other moms online. 8. I partner with a wellness company and I get to share how making a few simple changes can really transform my friends lives. 9. I partner with a company that's figured out how to put fruits and veggies in a capsule. 10. I have a home based business helping families get healthy that offers a nutritional component. 11. You know how we are supposed to get 9-13 servings of veggies a day and we just don't? I locked arms with a company who has created a way to bridge that gap in a matter of seconds. 12. I own a franchise and get to inspire healthy living around the world!!! 13. I tell my 30 second product story and say that we had such a wonderful experience I naturally started sharing it and now I work from home doing this full time and love it! 14. I own my own business and work from home helping people get healthier and dream again.

7 Make a personal connection. Event Inviting Verbiage If you are inviting a busy mom: "I think you'll love meeting some of my friends who have had the same challenges as you. I know you re a busy mom and getting enough fruits & veggies into your body when you re always on the go can be challenging! If I send you an invite, would you be open to coming?" If you are inviting a Gen Y who may be challenged with their job: "Wow, I can't wait for you to meet some of my friends who have been able to avoid the job market by creating a business for themselves." Stress the Urgency of the Event. "We only have these events twice a year and I'm so excited to have you be part of this one! I think it will be our best ever. Please leave your wallet at home. I can't wait for you to hear this wonderful information! This speaker has never been here before and I m not sure when they will be here again. Get a Commitment, not a I ll try to make it. "I'll reserve a ticket for you." or "I'll pick you up and we can ride together." If the event is at your home: "Would you mind bringing me some bananas for the smoothies?" Who will you invite? Review your Memory Jogger. Make a specific invitation list for each event. Always FOLLOW UP within 48 hours after the event. FOLLOW-UP QUESTIONS: (1) What did you like best about the information? (2) Does Juice Plus+ make sense to you? Do you have any further questions? (3) Adding JP+ was the best decision I ever made. Would you like to get started? (Send a link to your online store on your personalized juiceplus.com website or take their order and enter it on your Virtual Office.)

8 VERBIAGE IDEAS FOR INVITING TO A PRODUCT EVENT INTRO - Hi! I hope you re doing well (i.e. I loved seeing your kids on Facebook!) #1 Well, you know how health conscious I am? As it turns out, I wasn t has healthy as I thought. I recently learned about a simple change I could make and it s made a huge difference for me! There s an event on Tuesday explaining more about what I m doing and I d love to have you join me to learn. If I send you details, would you tune in? (SEND FLYER) #2 We learned about a simple way to add over 30 fruits and vegetables to our diet and it has made a huge difference. I m hosting an event to share more on Thursday night and I would love to have you join me. If I send you an invitation would you come/tune in? (SEND FLYER) #3 Tomorrow night my friend Kaley will be sharing her health journey on an online webinar and we will also be sharing the importance of whole food nutrition. It will be a great opportunity to learn more about JP+ too. I know you were previously interested so I thought this would be a fun way to learn more! If I send you an invitation would you come/tune in (SEND FLYER) #4 You know how much I love smoothies! This Sunday I m having some friends over and I d love for you to be one of them. I ll be making different kinds of smoothies and we ll talk about health. We made a simple change recently that s making a huge difference in our health, and I m excited to share that with people I care about. If I send you an invitation would you come tune in? (SEND FLYER) #5 Oh my goodness, I think you'll love meeting some of my friends who have had the same challenges as you. In fact, one of the speakers has 2 children and she's going to have a lot of great tips on how to get them to eat healthier." or "I thought of you because I know you re a busy mom and getting enough fruits & veggies into your body when you re always on the go can be challenging! If I send you an invite, would you be open to coming? (SEND FLYER) #6 Hi! Do you want to have a night out on Thursday and come with me to a nutrition talk We have an incredible doctor coming to speak! Dr. Richard Dubois is a well-respected infectious disease doctor and is speaking about the Power of Nutrition. He will share nutrition tips and a simple way to add more fruits and veggies to your diet! I can pick you up at 5:30pm and we can go out to dinner and then head over to the talk! Are you in?? (SEND FLYER) #7 Hi Bill! I love all that I've been learning about nutrition! I"m so excited to share how we made one simple change in our health. It has made a huge difference! I'm having an event on Facebook this Thursday night at 8. Are you free for a few minutes? I'll add you to the private group and you can just jump on Facebook to see the posts. (SEND FLYER) #8 Hi Kelly! Each month I host a Salad in a Jar party at my home. It s so much fun! We each bring a topping and 5 mason jars, then we each make 5 salads to have ready for the week! Before we start making salads I will share a simple way our family adds 45 fruits and veg everyday and I 'll make some smoothies, which I m so excited to tell you about. I thought of you because I know you re a busy mom and you re always on the go! If I send you an invite, would you be open to coming? (SEND FLYER) EXTRA COMMENT IDEA - I am so thankful I learned about this information and I want everyone that I know and care about to hear this too!

9 VERBIAGE IDEAS FOR INVITING TO A BUSINESS EVENT INTRO - Hi! I hope you re doing well (i.e. I loved seeing your kids on Facebook!) 1. Raving Fan Customer - I know Juice Plus+ really makes sense to you (OR I know you love your Juice Plus!) and I love your story and I bet you are telling others about what you are doing. I wanted to share more with you about The Juice Plus+ Company and their mission to Inspire Healthy Living Around the World. I really believe you could make a difference by sharing your story! I'm hosting an event where you could learn more. I would love to have you join me on. If I send you an invitation would you come/tune in? (SEND FLYER) 2. Dream Team Friend - I think the world of you and would love to spend more time with you. You have such a heart for others and you love health like I do! I would love to have you take a peek at what I m doing to see why I love it so much. Maybe this could be a fit for you too. No worries if not. I'm hosting an event on. If I send you an invitation would you come/tune in? (SEND FLYER) Hi, I was thinking about you because so many people have such respect for you. You are very thoughtful about what you become involved in and what you share with others. So many people listen to you and I just wondered if you might be open to seeing what I do. I would love to have your help in the mission of Inspiring Healthy Living Around the World. You have such influence and know so many people that I don t know Would you be open to getting on the phone for a quick call to learn more from my friend who has been sharing JP for a long time. You will see that we are very real and authentic about sharing. (SEND FLYER) 3. Cost of JP+ issue - I was thinking about our conversation about Juice Plus+. I know you see value in JP+, but you mentioned that cost is an issue. I would love to share with you how you could not only offset the cost of JP, but bring more money into your family s income by sharing this amazing gift with others. For $50/year, you can join this awesome mission of inspiring others to healthy living. We could also spend more time together and have fun too! I'm hosting an event to share more. I would love to have you join me on. If I send you an invitation would you come/tune in? (SEND FLYER) 4. Dissatisfied with life - I was thinking about you and the fact that you are (i.e. unhappy with your job, don t have enough time with your kids, looking to make some extra income, wanting to be part of a positive community etc.). I don t know if you d be interested, but I would love to show you what I just discovered. Maybe you could get excited too! I'm hosting an event to share more. I would love to have you join me on. If I send you an invitation would you come/tune in? (SEND FLYER) 5. Friend that you ve already shared with - I wanted to see if you would join me on for an online event. I would love your support! I ll be sharing about Juice Plus+ and the company but I really want you to hear the stories that will be shared. They have encouraged me so much and I can t wait for you to hear them! (SEND FLYER)

10 MISSION DRIVEN MODEL - THE PATH Memory Jogger 1. Build Your Customer Base 2. Develop a Qualified Business 3. Duplicate Steps 1 and 2 Name Products Order Date Points

11 Prospect Profile Connection Record Form Contact Name: First Contact Date: When/Where/How Did you Meet? JPC Lead Referral Other Phone: Cell Home Text ok? Address Street: Career: City: State: Zip: FB (y/n) Spouse: Children? (Names/Ages): Health Concerns/Issues: Primary Interests: Juice Plus+ Shred10 TG Business F.O.R.M Art of Communication (Asking Clarifying Questions) F: FAMILY Ask about theirs and tell them about yours O: OCCUPATION Ask them about their job. Compare notes on how your jobs differ/compare R: RECREATION Ask them what they do for fun sports/hobbies/ volunteer work. Talk about what you have in common. M: MONEY/MOTIVATION Ask how they feel about where they are in life right now. Ask where they want to be in 5 years? Share 30 Reasons We Love our JP Business sheet some of the reasons are based on RESPONSIBILITY of sharing our passion to touch future generations with health some are geared towards future planning for The JP+ Company career and NMD benefits some for college/vacation/ retirement or more TIME with family. Help them find a WHY for JP and/or business. Product/Business Resources Product Websites: Product Videos: Business Videos: Brochures etc.: Shred10 Materials: Shred Guide Recipe Book Children's Resources Start Date: Order Info Shred10 Trio Capsules Trio Chewables O/G Capsules O/G Chews Complete Shake Complete Bars Tower Garden CHS Notes on back

12 CUSTOMER PROFILE Customer Name Order Date Phone/text Address Items Purchased: Juice Plus+ Trio (Capsules / Chewables) Complete Shakes (Chocolate / Vanilla / Variety) Complete Bars (Cherry / Chocolate / Variety) Tower Garden Shred10 Package (Trio + 2 shakes/day) Is this also a Children s Health Study order? (Yes / No) Child s Name DOB INSTRUCTIONS Print out one Customer Profile form per customer and keep in a binder. Use this sheet when a customer orders and during follow-up conversations. Record customer s responses and refer back to them as you continue customer care. May I friend request you on Facebook? May I add you to our private Facebook group and welcome you? What is your favorite way to learn? (read / watch video / listen / attend live events) Would you like to be included on our list to be invited to live and online events? Pre Juice Plus+ / Shred10 Survey Why did you order Juice Plus+ for your family? What are the top three areas you would like to see improve most in your health? Where can you plan on putting your Juice Plus+ so you remember it every day? May I contact you to see how you re doing? Which is best? (phone, , text, Facebook) Juice Plus+ / Shred10 Experience Survey After the Shred10 and every four months thereafter, ask customers about their experience such as: Eating more fruits & vegetables Drinking more water Better recovery from workouts Improvement in sleep Increased energy level Increased stamina or quality of exercise Weight loss (if you felt you needed to lose weight) Improvement in regularity Decrease in junk food cravings Increased mental clarity Healthier teeth & gums (less bleeding or sensitivity) Healthier hair (thicker, faster growing, shiner) Healthier nails (faster growing, stronger) Improvement in complexion Improvement in general sense of well-being Who have you told about Juice Plus+ or Shred10?

13 Designing Your Team Identify 5 people you admire, respect and would like to spend more time with. Answer the following questions about each: How do you know them? (friend, coworker); What do you know about them? (cancer survivor, mom); What have you already shared about JP+/TG? Who do you know that is Well connected in community Many Facebook Friends Needs money Positive Volunteers for causes Dissatisfied with job Likes to help others Self starter / teachable Kids going to kinder or college A raving fan customer -Uses all of the products -Is giving you referrals -Is having a positive experience -May already be sharing JP+ -Engages with you -Attends events -Reorders consistently For each person include city and state age range /stage of life occupation spouse s occupation children s ages group affiliations / circle of influence what you like, love and respect about them 1 Next Steps: 2 Next Steps: 3 Next Steps: 4 Next Steps: 5 Next Steps:

14 Potential Team Member Profile Name: Age: Phone: City/State: Current Occupation: Family Information (spouse/children): Start Date: Juice Plus+ / Tower Garden Experience Notes: What results have they experienced? Are they referring friends and family? What Exposures have they had? Characteristics Notes: Entrepreneurial? Health conscious? A people-person? High energy? A Self-Starter? Teachable? Credible? Personal What is the most significant thing about this person that makes you feel they would do well in the JP+ business? Why do you think they will excel? What is it that you really like, love or admire about this person & why would you like to work with them every day?

15 30 Reasons Why I am Proud of and love my Juice Plus+ Business 1. I love gifting health to my family and everyone I know and don t know yet. 2. I love sharing education on nutrition and health. 3. I love that my family is not on medications or going to the doctor as much and that I actually have the ability to CHANGE the health picture of others. 4. I love that I can help others realize THEIR dreams with taking control of both their health and their wealth. 5. I love the integrity of this company, the longevity, the research of the products, the support, the fact that there are no boundary restrictions and that my children can continue our business when I m gone. 6. I love working from home and setting my own hours; the flexibility of time; more time with family. 7. I can raise my own children without the need of as many babysitters. 8. I can take the business with me everywhere I go. 9. I can go on vacation, mission trips, or take some down time and still receive a paycheck. 10. With the uncertain economy, it s a great feeling towards becoming more autonomous. 11. I love that being proactive in building my team for our family keeps my anxiety down; not worried as much about layoffs. 12. I love that we have paid off our VISA bill and now are SAVING. 13. I love actively building towards vacations, college tuition fund, church contributions and retirement. 14. My spouse and I are actively working together towards the goal of both of us being able to have this as a home based business. 15. I love that I can take the pressure off of my husband having to have the entire financial burden of our family. 16. I love contributing and feeling a part of the success of our future goals together. 17. I love that there is no glass ceiling; the sky s the limit; we have control over our raises. 18. I love how actively involved my whole family is; I m not alone. 19. I love modeling strong work ethic and goal setting with my children. 20. I love the friends that I am making within The Juice Plus+ Company family where we all have the same goals, dreams and passions. 21. I love learning and growing constantly and developing myself as a leader. 22. I m scared but am loving being pushed out of my comfort zone slowly but surely. 23. I love that my confidence and belief in myself is growing daily. 24. I love that I have wonderful mentors to help me on this journey. 25. I love that I am growing in patience, caring, persistence; that I am becoming a person with a servant s heart. 26. I love that I m learning better how to communicate with people. 27. I love voxer, trainings, conventions and bootcamps where I come away able to DREAM BIG. 28. I love having HOPE again for the future. 29. I love that I am more in touch with ME; I m giving myself permission to GROW. 30. I love that I have a sense of purpose in life; I m getting out and seeing more; doing more.

16 Conference to Conference Success happens by design, not by accident Planning Planning Sheet for Location/Date of Next Conference Current By Conference Goal Conference Attendence Name Position Qualifiers/ Club Position Qualifiers/ Club First Time Attendee Returning Where are you now and where would YOU like to be in your business by next conference? Who will you be bringing with you to the next conference? (use back if more space is needed) Where do your distributors want to be by next conference and how many team members will they bring? 1 Enter Numbers CONFERENCE GOAL TOTALS* Attendence New Promotions* New Club Members* First-Time to Conference Sale Coordinators 3 Club Returning Team Sales Coordinators/POBQ 12 Club TOTAL Sales Coordinators/Bus Partner 24 Club Senior Sales Coordinator QNMDs NMDs TOTAL 39 Club 50 Club 100 Club TOTAL *The JP+ Company recognizes the promotion and club levels listed above