SHAKLEE MODULAR BUSINESS

TRAINING

Level 1

By Nancy Underwood

Shaklee Key Coordinator

Copyright 2008

1

WHAT IS SHAKLEE MODULAR BUSINESS TRAINING?

…..It is a process of being open to personal growth in order to benefit both yourself and

others in the journey toward better physical and financial health.

…..It is a process of gaining a new body of knowledge about health and health related

products.

…..It is an process of learning how to teach others to do what you have learned to do…

of inspiring, edifying and training leaders.

…..It is an opportunity to be financially free.

RESOURCES FOR LEVEL 1 TRAINING

All of the following resources can be found at

www.YourTeamResources.com

or can be obtained through your mentor.

…..1. Shaklee Modular Business Training manual and worksheets

…..2. Shaklee Product Guide

…..3. ―Walk Through the Product Guide‖ recording

…..4. First Steps Training Manual

…..5. Shaklee Business Presentation

…..6. www.ShakleeUniversity.com

…..7. www.MyTrainingCenterLive.com (password for live presentations is …choose)

…..8. Shaklee Resources For Health, Growth and Business Development

…..9. www.TheGlobalSuccessteam.net

REMEMBER

No one on earth knows everything or ever will, so just enjoy pacing yourself and know there is

something new and exciting to learn each day!!

You need to know very little to get started and be successful.

You are never alone in learning. You are part of an international team of Shaklee Leaders

dedicated to supporting your business aspirations and well-being.

WELCOME TO THIS SHAKLEE TEAM!!!

Together

Everyone

Achieves

More

2

MODULAR BUSINESS BUILDER TRACKER Name________________________________________________

Sponsor________________________________Sponsor’s Phone_____________________

Sponsor’s e-mail_____________________________Fax____________________________

(**If your mentor/trainer is not your sponsor, fill in your mentor/trainer’s

numbers, etc.)

In a few months, you will have come a long way. To realize your

accomplishment, check off each module or activity as it is done.

…..I have completed Module 1.

…..I have completed Module 2.

…..I have completed Module 3.

…..I have completed Module 4.

…..I have read the Product Guide completely.

…..I have listened and taken notes on the Product Guide CD.

…..I have listened to ―Member Benefits‖ at www.YourTeamResources.com

…..I have listened to ―Rapid Earning Program‖ at www.YourTeamResources.com

…..I have made myself familiar with the ―Resources‖ piece.

…..I have completed listening to the following from www.ShakleeUniversity.com

___Dream___ Commit___List___Invite___Share___Sponsor___Teach

___Take Controlof Your Life___The Shaklee Difference___Shaklee Wellness

___Cinch___Get Clean___Healthy Beauty___

….I have listened to the AirSource presentation at www.theglobalsuccessteam.net

…..I have listened to ―Detox Your Body‖ in the Resource Room at

www.MyTrainingCenterLive.com

…..I have quality sponsored at least 10 new members.

…..I have a solid 500 PV/month customer base.

…..I Have a solid 1000 PV/month customer base.

…..I have a solid 2500 PV/month customer base with at least 20 good customers.

…..I have worked to develop a 90 Day Launch Plan with my mentor.

…..I have reached 3000PV/month and have one or more people in Success Training.

…..Other accomplishments_________________________________________________________

___________________________________________________________________________________

___________________________________________________________________________________

CONGRATULATIONS ON A JOB WELL DONE!!!

You are now a member of the Leadership Team!!

3

MODULE 1

If your WHY is clear, the HOW can be learned or created.

To clarify your own Why, check off the following worksheets as you complete them:

…..‖10 Reasons Why‖

…..‖Top 3 Reasons‖ (Keep these where you can see them often.)

…..Coaching Contract (go over this with your mentor)

Now let’s get together and discuss what you want to earn, what time you have and

who you know or want to approach. Fill in the following worksheets and make an

appointment to go over them with your mentor.

…..What Would You Like to Earn?

…..Week At a Glance

…..People Bank List

(***These sheets come separately as you may want to make several copies of each

sheet. As your business grows, or your schedule changes, you can fill in accordingly.)

To complete Module 1, check off the following once read:

…..‖First Things First‖ and ―10 Qualities of an Ideal Business‖

…..‖TTLOP…SWSWSWN…ALOQ‖

Remember that the four beliefs you must have to have staying power are:

1. A belief in the products

2. A belief in the company

3. A belief in network (multi level) marketing

4. A belief in yourself

Enjoy completing Module 1!

4

FIRST

THINGS

FIRST In order to insure

your success the biggest key to unlocking the door is…getting to know the

products by using them. Since most of the products are consumable and have

a money back guarantee, You have nothing to loose. ( AirSource and Bestwater

products have warrantees.) Also, since you probably already use most of

these types of products already, it is just a matter of redirecting income you

are already spending and changing brands to Shaklee.

Shaklee is a very unique company with very high scientific and ethical

standards. As you use the products, you will discover that the company effort

has paid off.

Every product is effective and special.

TEN QUALITIES OF AN IDEAL BUSINESS

1. Huge market

2. Market demand (at any price)

3. Low labor requirement

4. Consumable product

5. Low overhead

6. Unique product

7. Low start-up cost

8. Cash business

9. Portable (no fixed marketplace or territory)

10. Challenges your intellectual energies

This business has all 10 !!!

5

10 REASONS List 10 reasons why you want to do a Shaklee

Business. Be specific and list in the present

tense, as if you have already accomplished your

goal.

Example: I love working from my home.

I love planning my own work schedule.

When you know your ―why‖ the ―how‖ will follow.

1.._____________________________________________________________

2._____________________________________________________________

3._____________________________________________________________

4._____________________________________________________________

5.______________________________________________________________

6.______________________________________________________________

7.______________________________________________________________

8.______________________________________________________________

9.______________________________________________________________

10.____________________________________________________________

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Upline copy TOP 3 REASONS 1.___________________________________________________ 2.___________________________________________________ 3.__________________________________________________ ……………………………………………………………………..

Your offfice copy TOP 3 REASONS 1______________________________________________________________ 2.____________________________________________________________ 3.___________________________________________________________ ………………………………………………………………………………

Mirror copy TOP 3 REASONS 1._____________________________________________________________ 2._____________________________________________________________ 3._____________________________________________________________ ………………………………………………………………………………

Car copy TOP 3 REASONS 1._____________________________________________________________ 2._____________________________________________________________ 3______________________________________________________________

7

A Coaching Contract

"Coaching" is an appropriate and useful metaphor for understanding the relationship

between a new SHAKLEE Business Builder and his or her Shaklee Mentor.

By entering into a coaching relationship I agree to teach you as you agree:

. to follow your coach for the first 6 months to 1 year

During this time, you will be coached through a process of learning material

that will increase your confidence and competence. You will learn Reaching Out

Methods that work. You will have support until you are ready to work independently

. to commit to weekly work on you're "thinking"

95% of the problems you will encounter will be in your head! Your coach will direct

you to tapes and books that will allow you to face each "giant" and WIN!

.to learn new communication skills

A number of techniques and skills are necessary in building a business. These include

learning to be a good storyteller (sharing your and others success stories), learning to

turn benefits into questions, and learning to become an excellent listener.

.to examine your motives

Your "why" must be powerful enough, to sustain you through inevitable difficulties. You

and your coach will explore these motives so you can encourage each other.

.to develop short term and long term goals

Your coach will help you write down plans and strategies consistent with you're own

strengths and interests.

.to help others discover for themselves the

Shaklee Difference

You will learn the importance in helping others discover for themselves why these

products can change their lives and why this opportunity can be a vehicle to financial

independence. You will learn both computer and non-computer tools to do this.

.to become a competent risk taker

Personal growth is an important and necessary benefit of a Shaklee business. You

will be stretched and challenged, but also, within 6 months, we believe you will be

amazed!. You will understand how to be a competent Risk Taker..

I accept the responsibilities and opportunities of being coached in my SHAKLEE Business. Date_________Your Signature___________________________________________________ Coaches Signature_____________________________________________________________

8

WEEK AT A GLANCE

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

9:00

9:30 AM

10:00

10:30

11:00

11:30

12:00 noon

12:30

1:00 PM

1:30

2:00

2:30

3:00

3:30

4:00

4:30

5:00

5:30

6:00

6:30

7:00

7:30

8:00

8:30

Instructions: Use this calendar to block out time in your daily schedule. Use a color marker to block out your present job time commitment. Use a second color to block out your home upkeep time needs. Use a third color to block out personal and family time. (You will then see where the best time is available for building your Shaklee business. This schedule may change, so make several copies.) Use a fourth color to block out time committed to your Shaklee business contacts and events. Be very clear in your mind and discuss with your family as to when you are “at work” even though you may be at home. If you are willing to work past 9 p.m., fill in that time too. Make sure there is time

For family, rest and recreation. You will have more fun working that way!eop

9

People Bank

Make several copies of this page and jot down the names of people you would like to invite to see if Shaklee products or the earning ability are

something they too would like in their lives. As your business grows, you will find that it is not just people you know, but people they know , who become customers and friends and possibly

business colleagues with you. Don’t judge….just jot down names.

1._____________________________________________________________________________

______________________________________________________________________ 2._____________________________________________________________________________

______________________________________________________________________ 3._____________________________________________________________________________

______________________________________________________________________ 4._____________________________________________________________________________

______________________________________________________________________ 5._____________________________________________________________________________

______________________________________________________________________ 6._____________________________________________________________________________

______________________________________________________________________ 7._____________________________________________________________________________

______________________________________________________________________ 8._____________________________________________________________________________

______________________________________________________________________ 9._____________________________________________________________________________

______________________________________________________________________ 10.____________________________________________________________________________

______________________________________________________________________ 11.____________________________________________________________________________

_____________________________________________________________________ 12.____________________________________________________________________________

______________________________________________________________________ 13.____________________________________________________________________________

______________________________________________________________________ 14.____________________________________________________________________________

______________________________________________________________________ 15.____________________________________________________________________________

______________________________________________________________________

10

What Would You Like to Earn? $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ Please copy this page, make an appointment by phone or in person, to go over it With your Shaklee Mentor. Consider what you would like to accomplish in the next 6-12 months. Then consider what you would like to goal for within 3-5 years. We will use this information to create a Plan of Action to reach these goals. I would like to be earning_________________/month within 6 months to 1 year. I have____________________number of hours per week to give to Shaklee.work. PV/month needed___________________________________________________ Global Ambassador Memberships______________________________________ Number of customers needed (average 100 PV month)_____________________ Presentations per week_______________________________________________ Phone contacts per week______________________________________________ I would like to be earning_______________________________within 3-5 years. PV per month needed_________________________________________________ Plan of Action ______________________________________________________________________________

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

11

T.LO.P.….SWSWSWSWN….OPEN/CLOSED…ALOQ

Talk to Lots of People

You could not imagine a retail establishment doing well if it only had a few

customers. Same principles apply to your business. Fill in lots of names on

your People Bank List. Remember that people you know can lead you to people

they know. Also, as you gain skills in authentic listening and asking

appropriate , helpful questions, a world of people will open up to you.

Add to your list as often as possible.

Some Will, Some Won’t, So What, Next…..Is a Person Open or Closed?

You are simply looking for people who are open to the types of products and

to the possibility of earning income with your company. Knowing right from

the start that you will experience both ―Yes‖ and ―No‖ in your daily attempts to

grow keeps you away from self doubt and feeling rejected. To allow people to

be most comfortable with you, you need to be emotionally unattached to

whatever they choose at a given time…including not being interested. If you

needed food and the grocery store was closed, would pounding on the window

screaming , ―I need food‖ do you any good? Do not ―pound‖ on people either.

Being unattached to the outcome, knowing there are interested people out

there, allows you to have more fun with the adventure and leaves relationships

more comfortable.

Keep a loving, sincere and friendly attitude and apply the principle of NEXT!

Ask Lots of Questions

We learn a lot in this business and it can be tempting to assume the other

person wants to learn what has helped us so much. Never just assume. Ask

lots of questions. People love connection and questions let them know that

you are truly interested in them. Authentic, active listening is a luxury these

days and people will appreciate it. By listening you make that friendly,

supportive connection and you may find an opening for a questions that gives

you permission to see if they are open to an appointment to explore

possibilities for better health or income. Without permission, we become

perceived as pushy, etc. With permission, we become a wonderful, life

enriching friend.

Relax. Enjoy people. Enjoy differences. Enjoy challenges.

12

MODULE 2

This Module is about Quality Sponsoring. Many people will desire a Shaklee

membership to qualify for the Member Net price. That is always fine. However, it

is the job of the sponsor (or the upline leader if the sponsor has not had training)

to orient the new member to all of the member benefits. For the privilege of being

sponsored, it is expected of the new member to make an appointment to go over

these benefits.

This can be done in person or on the phone. Send each new member to the site

www.Your Team Resources.com. Have them click on Member Orientation. Here

They will be able to access the presentation ―Member Benefits‖ and the printable

Resources piece. Set a time to go over this together or to follow-up if they are

going through it themselves.

If you have sponsored several people, follow up can be done for all of them

together on a teleconference call as well. (Go to www.freeconferencecall.com to

obtain a free conference call line for up to 90 people at a time.)

Quality Sponsoring is the biggest time and frustration saver imaginable. If you

and your members learn to sponsor people with a ―sign here and get a discount‖

attitude, you will find that your customers thought that was all there was to it. Any

attempt to educate them or share benefits will be perceived as ―bugging ― them.

They will use few products because they know little. They may perceive they can

afford few products because they do not know the earning opportunity attached.

People cannot be free to choose options if they do not know what they are.

To complete Module 2, do the following and check off when completed:

…..Read ―e Sponsoring Process‖

…..Read ―the 1-5-15-30 Day Follow-Up

…..Obtain a free conference call line (see above)

….Listen and take notes on the Sponsoring presentation

at www.ShakleeUniversity.com

13

THE SPONSORING PROCESS

You want to sponsor people ―according to the book‖ of the Quality Sponsoring Process.

You may sponsor people in the U.S.A and globally.

There may be times when people desire to sponsor immediately with the first product

purchase. At other times, they will purchase their first order at the retail price and

sponsor when they find they are pleased and want to order routinely.

Remember, you are not promoting the sale of memberships and discounts alone. Make

it clear that in your business you want no member cheated of the knowledge of his or

her full benefits. Also make it clear that they are free to choose all or just a few of the

benefits. Shaklee has no obligations….only privileges.

To sponsor a new member, follow these steps:

…..Call 1-800-SHAKLEE to activate a membership immediately. A hard copy of the

membership should be sent in or faxed within 30 days. Hard copies can be ordered

from Shaklee or Printed off at www.YourTeamResources.com

(Talk to your sponsor about Internet sponsoring as an option if you have a Shaklee

Personal Web Site (PWS) . You may also simply fax Memberships to 1-888-SHK-4FAX.

…..When you call have the following information:

…..Name, address, phone number and e-mail

…..Social Security Number or Driver’s License*

(If spouse is joining, have both numbers.)

…..Sponsor’s ID number

….Once registered by phone, you will be given the member’s ordering ID number and an

order may be placed immediately . (With PWS sponsoring, order first, then follow the

sponsoring path as directed.)

Send your New Member to ―Member Orientation‖ at www.YourTeamResources.com

.Begin the 1-5-15-30 day Follow-Up Process.

*Members wishing to activate the earning benefit must provide Social Security Number

14

The 1-5-15-30 Day Follow Up Process

This is an organized way of providing service and creating

relationships. It is one of the most important connections.

Use a day timer, a computer program, a palm pilot, or 3x5 card file

with 1-31 day index tabs to remind yourself of the needed contact.

Use the system that is comfortable for you. But decide on a system right

away! You can always change your mind on the method, but without one, time

Is wasted, customers missed, and simplicity and clarity are sacrificed.

The day of the sale or contact, let the person know that you will be

calling to see if they have questions.

Day 1…Write or e-mail a personal “Thank You” note ,

If they have already become members, send them to

“Member Orientation” at www.YourTeamResources.com

or make an appointment to go over this in person..

Day 5….Give a call to see if products arrived all right and if there

are any questions, etc. If they are members, go over anything

they checked out at “Member Orientation”. If they are not members,

let them know you will connect in a few days to see how they

are doing and if they have questions on the products. .

Day 15. Call back as you said you would. See what other resources

They may be interested in…Maybe a personal or web cast

presentation can be scheduled . Some may desire

business training. Some may want a personal presentation.

Day 30…Time to reorder, evaluate nutritional programs, offer

Membership or share a CD or web site, etc. that may be of

interest. Remember it takes time to create relationships.

People are worth it.!

(Of course the days may not always be 1-5-15-30 but you have a

basic, organized way of conducting follow-up.)

15

MODULE 3

Understanding How Money Is Earned

A newly sponsored person may or may not be interested in fully understanding all

the numbers of the sales plan. It can be confusing to some, fascinating to others.

In Module 3 you will learn the numbers so that you never miss a bonus, know how

to work the plan to obtain a raise, and, have skill in sharing it with others.

However, more importantly, you will learn several simple, mind-opening ways to

share simply a conceptual overview of how the earning piece works without all the

details. Who knows? You may come up with another interesting way of seeing it!

Remember, it is your job to open the door to the earning possibilities at the New

Member Orientation. Every member deserves to know all their Member Benefits.

They also need to know that you will respect their right to choose or not choose

the various benefits.

To complete Module 3, read or do the following:

……..Read ―Choose Your Price‖ and the bonus structure

……..Discuss the Sales Plan with your mentor until you understand it.

_____Listen to ―Rapid Earning‖ at www.MyTrainingCenterLive.com

——–Rehearse several ways of presenting with your mentor, or

even record your presentation and listen to it. Family or

friends may be asked to critique you to help you gain skill.

You are becoming knowledgeable and skilled.

16

CHOOSE YOUR PRICE! Can you imagine going to a store and choosing the price you pay? How nice it would be if a store offered you volume discounts. For example, if you purchased over $300, the store would credit you a certain percentage. With your Shaklee Membership you can earn the best price, have volume discounts available to you every day of the year! No need to wait for a special offer or sale, AND earn money on top of that.. The key to earning is to become your own best customer and teach others to do the same. Here is some “Shaklee Language” to help you see how you can choose your price:

SRP (Suggested Retail Price).....non-member price MN (Member Net Price)..............approximately 15% savings from retail. All Members qualify for MN. DN (Distributor Net Price).........another 16% savings from MN. This price is earned by having at least 100 PV in personal use, as well as having a group of customers create a group volume of 250 PV points/month. SN (Sales Leader Net)................The price qualified Directors pay which is approximately 10% less than DN . Managing a small group of customers can earn you the best price. Any member can do the same! Save $$ and earn $$ as well while sharing wonderful healthy products!!!

17

The Shaklee Compensation Plan When we work for an employer, the compensation plan is usually a trade of time for a certain amount of money, This is fine and employers have made ways of supporting families available to many, many people. There are drawbacks though. Hourly wages can be great if they are high enough. Lower hourly wages stress people. Families often have both the man and woman working just to make ends meet. Salaries are becoming a description of being promised a certain amount of money per year but having no guarantee that you will have a personal life as employers hire fewer people and squeeze 50-60+ hour work weeks out of the person. Take a look at the Shaklee Compensation Plan and see the reward system that recognizes your effort and your willingness to teach and train others to do what you do. The Global Ambassador Program is another part of the way you earn money. Click on the Button at www.YourTeamResources.com to see this wonderful program.

Compensation for sales: *Purchase Volume (PV) determines the % of bonus. *Please note: To qualify for any bonus, each person must have at least 100 PV in personal use. 250-499 PV.........................4% 500-999 PV.........................8% 1000-1999 PV.......................12% 2000-2499 PV......................16% + pricing differential (SRP,MN,DN difference) A person is now a qualified Director & also qualifies to buy products at the Director price (SN=Supervisor Net). 2500-2999 PV.......................20% + pricing differential 3000-3999 PV.......................24% + pricing differential 4000-4999 PV.......................28% + pricing differential 5000-6999 PV.......................30% + pricing differential 7000-9999 PV........................32%+ pricing differential 10,000 + PV........................34%+ pricing differential Compensation plan for training other leaders: *First level=a leader you sponsored...Second level =a leader sponsored by your first level, etc. *BGV= Business Group Volume=your PV + all the PV of all your leaders Leadership Title........First Levels.....*BGV.... .1

st levels...2

nd levels....3

rd levels........4

th levels

trained Coordinator.....................1.....................n/a.............7%.............5% Senior Coordinator..........2..................15,000..........7%.............6% Executive Coordinator.....3..................25,000..........7%.............6%............4% Key Coordinator..............4...................50,000..........7%.............6%........... 5%..................3% Master Coordinator.........6.................100,000..........7%.............6%............5%...................4% Multilevel Marketing is known as “Brilliant Compensation”. You “have to” do nothing but if you choose to start your own business , you will never be taken for granted or not paid for the work you do. You choose the level of involvement you like or have time for. You can work 20 hours/week yet be paid a % on those you have trained which increases your paycheck without leaving you lacking in time for yourself and your family.

Brilliant! And fair. .

18

6- Month Plan

5000 PV Director @ 30% Bonus

Director with three1st level Associates and two 1st level Distributors

You are at the business leader (SN) price level

Group PV Bonus is $1500 per month + mark-ups

How to Build This Group

Sponsor 5 new members each month for 6 months

Recruit 1 new 1st level business builder each month for 6 months

Teach your new business builders to do exactly the same thing

This is network marketing. You do not have to personally sponsor 5 new members each month. If

you sponsor 1 new member, then you do 2 in-home events in that new member’s home and sponsor 4 new 2nd level members- that is 5 new members that have joined your group who are using Shaklee products. Your first goal is to have a solid base of members using the products by the end of 6 months. That

is your 1000 PV block represented above. Your second goal is to have at least 5 active business building lines that are building towards the

5000 PV Director level by the end of 6 months. Put the names of your new business builders as you recruit them in the 5 blocks represented above.

You

1000 PV

1000 PV

1000 PV

500PV

500 PV

1000 PV

500PV

500 PV

1000PV

19

MODULE 4 Lack of organization or adequate help as you devote more time to your

business, can stifle your growth and earnings.. It can also lead to

missed follow up on requests or support for your customers.

Module 4 presents some tried and true methods of follow up and

organization . It is most important is that you have a solid system.

It has been said, ―The enemy of a good system, is the illusion of it‖.

In other words, you can be ―busy‖ and have mountains of paperwork,

and fool yourself into thinking this is an organized system.

It has also been said, ―The pain of discipline weighs ounces while

a lack of discipline weighs tons.‖ Having a place for everything and

everything in it’s place saves your energies so that you are free to

see the people. As you grow, you will want to hire office help and

it will be easy to show another person your system. (Before you need

office help, it may be wise to hire help around the house and use your

bonus money to cover that. ( Remember , you can pay your children to

help and have that money be tax deductible.) Do what

you need to do to keep family needs met while you

devote time to your growing business.

Discuss the division of chores and work time with those

you live with so that your family and personal life

remain balanced.

Here is your checklist for Module 4

___Establish a work area

___Set up a Shaklee checking account.

___Read ―Some Organizational Suggestions…‖

___ Complete the ―Office Organization Check list‖

____Read ―Priority vs. Pay-Off Activities‖

20

SOME ORGANIZATIONAL SUGGESTIONS

FOR CUSTOMER FOLLOW-UP

What you choose to help you organize and how you choose to do it is not

nearly as important as the fact that you make a choice and implement it

immediately!! People are so different in the way they learn and in the way they

find to make this task more enjoyable. Remember,

you can always set up a system, try it out for a few months and either keep it or

revise it.

Here are a few ways that people commonly use to organize their

follow-up:

…..3x5 cards in a box with 1-31 day dividers

…..Move these cards through the 1-5-15-30 day system

…..Each day you will know who you need to call

…..Simple, inexpensive, requires no special skill or equipment

…..Daytimers

…..Move through the pages for 1-5-15-30 day system

…..Record daily actions & customer requests’

…..Computer Contact Managers

…..Shaklee Business Office Software System (SBOSS)

has many features to help you manage your contacts.

…..You may have another contact manager system

.....If you enjoy the computer, worth the time & effort to learn

……Palm Pilots

……Contact Manager lists filed in a notebook

……Accordian pleated file folder (12+ pockets) or stackers for the desk

to keep papers organized and away from your work space.

Take 10 minutes to go through it daily .

……Carbonless Phone Message Books at each phone

…..Go through the books daily. Only rip top copy off when

the request or task has been taken care of. You can then

easily see what there is yet to do.

21

…..

OFFICE ORGANIZATION CHECKLIST

…..I have established a work area or a work room as my office.

….I have a Shaklee checkbook.

….My chosen system of follow up at this time is_________________________

_____________________________________________________________________

_____________________________________________________________________

….I have a carbonless phone message book at each phone.

....I have a desk and some stackers for paperwork.

(Some desks have a drawer that will hold hanging file

folders which works well.)

….I have purchased hanging file folders.

….I have a file cabinet or box for the file folders.

….I know how to create files for information stored in my computer.

….I know how to use the filters in the SBOSS program.

….I have asked for help in learning to utilize my computer or in

setting up my system if this is needed. (In other words, I am

not procrastinating!)

....I feel good about my work space and can easily show another

person how to use my system if ever I need office help.

22

PRIORITY VS. PAY-OFF ACTIVITIES

vs.

Priorities are defined as “something to be given prior attention." Prior

is defined as “preceding in order of importance”. Therefore Priority

Activities are the things we actually put first in our lives….the things we

actually do each day.

From this we can see, for example, that when a mother or father puts

time with their children as a priority in their day, the care and nurturing

of their children is a priority activity in their lives. The pay-off will be a

stronger family, more stable and well adjusted children.

Our present jobs may be a priority activity and the pay-off will be a

paycheck that can cover our needs for food, shelter, clothing and so on.

(Hopefully , some personal satisfaction is a pay-off too.) Obviously, we

often are doing some juggling in making decisions as to how to prioritize

the use of our time.

What if owning and running your own company became a priority? In the

Shaklee usiness, prioritizing 10-12 hours per week to meeting with

others to find Key Leaders, taking time to train, doing in-home

presentations, etc. can pay off in having more friend and family

time and more money to stabilize your economic picture.

Take some time to go over each day of the week and how you spend

your time. Could you make 10-12 hours per week a Priority Activity to

grow your own business? What could the pay-offs be?

……What is your dream?

……Are your present Priority Activities moving you

toward the attainment of that dream?

……How do you see your Shaklee/AirSource helping

to fulfill that dream?

23

CONGRATULATIONS!!!

If you have completed your

check list you have

come a long way!!

Now, it actually gets

easier, not harder.

In Level 2 we will

work at the skills that

help you stay focused,

energized and able to train others….which is the road

to financial freedom.

You have worked hard.

Let’s make it worth it!

Remember, priority activities are what you choose to actually do.

Payoff activities are those that will move you forward.

Make your priorities things that pay off!

Nancy Underwood

(248) 363-5306

nanno-3@comcast.net