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TriVita School of Business Presents: The Power of the 25 Customer Model Live Broadcast Tuesday, October 18, 2011, North America Start: 5:00pm Pacific US / 8:00pm Eastern US Duration: Approx. 60 Minutes Free internet audio available through your computer speakers or headset. Part 6. Co-Op Media - Following Up with Media Contacts Toll Phone Audio United States: +1 (516)453-0014 Canada: +1 (778)783-0791 Australia: +61 (0) 2 8014 9491 New Zealand: +64 (0) 4 974 7248

School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

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Page 1: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

TriVita School of Business Presents:

The Power of the 25 Customer Model

Live BroadcastTuesday, October 18, 2011, North America

Start: 5:00pm Pacific US / 8:00pm Eastern USDuration: Approx. 60 Minutes

Free internet audio available through your computer speakers or headset.

Part 6. Co-Op Media - Following Up with Media Contacts

TollPhoneAudio

United States: +1 (516)453-0014Canada: +1 (778)783-0791Australia: +61 (0) 2 8014 9491New Zealand: +64 (0) 4 974 7248

Page 2: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Ted HernandezAffiliate Member

Marketing Director

Corporate Presenters

Terry NewsomeInternational

Sales Director

Page 3: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Best Practices Presenter

Mike Riedmiller

Presidential Director

Page 4: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Webinar Content is Country Specific

Page 5: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Webinar Series:

The Power of the25 Customer Model

Page 6: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO
Page 7: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

10 ITBOs x 25 Customers Each = 250 Customers

250 Customers x $100/mo. order = $25,000

25 Active Customer ITBO Model

Page 8: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Part 4Co-Op Media - Following Up with Media Contacts

Page 9: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Back Office Demo

Overview of the Group List

Page 10: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO
Page 11: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

10 / 1/ 2011 to 10 / 31 / 2011

9 / 30 / 2011

Page 12: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

10 / 1/ 2011 to 10 / 31 / 2011

10 / 17 / 2011 Orders through previous day

Current Active Month

Page 13: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

10 / 1/ 2011 to 10 / 31 / 2011

9 / 30 / 2011

Show ‘AM’s

Inactive 90+ Days

Updates since lastcorporate refresh.Midnight AZ time

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Page 15: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Single Name Result = ‘Judy’

Judy

Page 16: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Multiple Name Result = ‘Simpson’

Pick name from list

Simpson

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T

To return to the full group list.Select your ID from the lineage bread crumbs

Full List

Page 18: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Tier placement to you

Column Headings

Page 19: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Denotes if account has an email address

Column Headings

Page 20: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Allows you to type notes directly in the Contact Mgr.

Column Headings

Page 21: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Shows orders for the past 12 months

Column Headings

Page 22: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Highest title earned for recognition purposes

Column Headings

Page 23: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Last month’s rank for compensation

Column Headings

Page 24: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Status codes for Share & Earn:1. S&E Qualified or2. S&E 60-day pay period

Column Headings

Page 25: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Current 45-day activity, personally acquired:Members / AMs

Column Headings

1 / 0

Page 26: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Referral Sale (RS) or Direct Sale (DS) – Media SaleBDS – B-12 Direct SaleNDS – Nopalea Direct Sale

Column Headings

Page 27: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Number of tiers qualified in the currentmonth for the compensation plan

Column Headings

Page 28: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Displays monthly personal volume.Recommend at least 100VP.

Column Headings

Page 29: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Total volume down 7 tiers. Fluctuates throughout the month based on activity.

Column Headings

Page 30: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Your personal referrals

Source Codes

Page 31: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Media contacts from radio, print and other media ads

Source Codes

Page 32: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Web sales from your replicable site, i.e. trivita.com/12345678

Source Codes

Page 33: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Web sales from non-replicable corporate sites.

Source Codes

Page 34: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Back Office Gift of Health: Nopalea, B-12, Super B

Source Codes

Page 35: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Non-Back Office GOH. Can gift any TriVita productby calling TriVita. Pay full Member price and shipping.

Source Codes

Page 36: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Nopalea Media Co-Op BundlesB-12 Media Co-Op Bundles

Source Codes

Page 37: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Affiliate Member with a 40VP monthly order – S&E qualified

Any account paying into the Share & Earn 60-day bonus period

Status Codes

Page 38: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Compensation paid on this rank on the closeof the previous month.

Rank Codes

Page 39: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

(Grandfathered accounts)

Title Special Codes

Page 40: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Newest Member and AM accounts

At least 10 Members or AMs enrolled in last 45 days

Currently taking the NWC, first 30 days

Possible Member to Affiliate Member upgrade

Highlighted Activity

Page 41: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Identifying Nopalea Media Contacts

Nopalea Media Co-Op Bundles

1. Locate accounts highlighted in yellow, they are the newest accounts added2. Locate the NDS source code for Nopalea Direct Sales

Page 42: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Back Office Demo

Overview of the Group List

Page 43: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Poll QuestionNorth American Affiliates

What mechanism do you use to follow up with your media contacts?A. Phone call

B. EMail

C. Postcard

D. Social media

E. Other

Page 44: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Terry NewsomeInternational Sales Director

Page 45: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO
Page 46: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Media Contact Acquisition Overview• Award-Winning Nopalea TV Infomercial - (28:30)

• CTA: FREE Bottle of Nopalea - $9.95 Shipping

• Performance Call Center – 15-Minute Call

• Relationship Building Process - “Not an Event”

• Discovery Process: Probe to Identify Needs

• Identify their “Why”- Alignment/Possession

• Confirm Duration of Inflammation Issues

• Explain “Loading Phase”- 4-Pack Offer

• Confirm Affiliate Follow-Up - NWC

Page 47: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Media Contact Follow-Up (Call #1)

• Follow-up the day they receive their Nopalea shipment

• Make a courtesy call to confirm that they received their Nopalea

• Encourage them to read the Secret Killer Special Report

• Explain “Loading Phase”

– 3-6 oz per day for 30 days minimum

• Fill out the Wellness Challenge Form with them

– Find their “Why”

• Answer any questions they may have about Nopalea

• Set follow-up appointment to check on their progress

Page 48: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Media Contact Follow-Up (Call #2)• Follow-up near the end of the Wellness Challenge (5 -7 days)

• Call as promised to check on their progress

• Confirm they have read the Secret Killer Special Report

• Confirm “Loading Phase” (3-6 oz per day for 30 days minimum)

• Complete the Wellness Challenge Form with them

• Share benefits of continuing “Loading Phase for 60 days.”

• Explain 4-Pack Special Offer at $119.99 and 60-day money back guarantee

• Optional Autoship offer

• Two-bottle and one-bottle Autoship option

• (Optional) Enroll them as an Affiliate Member (FREE enrollment)

• Ask for referrals for Gift of Health program

• Invite them to corporate webinars and training calls

• Lead, serve and mentor new Affiliate to maximize success

Page 49: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Fortune is in the Follow-Up

It has been proven that Affiliates who follow up with their media contacts

see an increase from 20–40% in those contacts’ customer values.

Page 50: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Terry NewsomeInternational Sales Director

Page 51: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Mike RiedmillerPresidential Director

BEST PRACTICES

Page 52: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Mike RiedmillerPresidential Director

Best Practices

• The fortune is in the follow up• Most effective way to follow up is by calling them on

the phone• Introduce yourself and tell them why you are calling

(put them at ease)• Ask what prompted them to order Nopalea and

encourage them to fill out the Wellness Challenge Form• Encourage them to read the Secret Killer Health Alert• Tell them about loading phase (3 ounces, twice a day)• Set up time to call them back 1-2 weeks later

Page 53: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Mike RiedmillerPresidential Director

Best Practices

• When you call them back 1-2 weeks later:

– Ask them if they have completed the loading phase

– Ask them if they read the Secret Killer brochure

– Complete the wellness challenge form with them

– Tell them how they can order more Nopalea

Page 54: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Mike RiedmillerPresidential Director

Follow up is an effective, fun and profitable way to grow

you own Independent TriVita Wellness Business!

Page 55: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Ted HernandezAffiliate Member Marketing Director

Page 56: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Let’s give away some prizes!Submit your response in the ‘Question for Staff’ window

Type your questionPress the SEND button

Page 57: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

“When you follow up with your Co-Op Media contacts, what is the focus of your initial call?”

Page 58: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Gift to Selected RespondentsFollow Up Sharing Tools

The Secret Killer Health Alert25-pack

The Secret Killer Audio CD 10-pack

Product BrochuresVariety Pack

Page 59: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Next Week’s Webinar:25 Customer Model Compensation

Best Practices Presenter

Kathy Smith3-Star Director

Page 60: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO

Thank you for attending!

Terry Newsome Ted Hernandez Mike Riedmiller

Page 61: School of Businesswebinar.trivita.com/2011/customer-model-webinar... · 10 ITBOs x 25 Customers Each = 250 Customers 250 Customers x $100/mo. order = $25,000 25 Active Customer ITBO