STEPS TO GETTING STARTED › files › ShakleeUMerged.pdfSchedule new-member appointments to review health goals and questionnaire. Start texting and sharing Shaklee with the Shaklee

SCHEDULE A STRATEGY SESSION WITH YOUR MENTOR

IMMEDIATELY:SET UP YOUR BUSINESS

Download the Shaklee ConnectTM mobile app

Set up your Personal Website (PWS) and upload your contacts

Take the Healthprint™ assessment to understand your personalized health plan

Use Shaklee Social to customize and share content related to your business

Subscribe to the Naturally blog to get email updates on new blog content on Shaklee products, lifestyle, and science information

Become your first customer and enroll in AutoShip with 100PV of product

Register for Conference (in your Gold PAK Kit)

Activate your U.S. or Canadian Electronic Funds Transfer so when you are eligible, you will receive your bonus check faster

FIRST 24 TO 48 HOURSGET INTO ACTION

Start building a Team. Watch the Gold PAK video. Pick three people to meet with your mentor in the next 10 days to learn about the opportunity. Here is how:

Three people I’d like to introduce to my mentor and some things they have in common:1.

2.

3.

Here is a sample invite script to help you get started:

Hi Bob, this is (insert your name). I don’t want to take too much time, but I was thinking of you today... (speak from the heart...) why were you thinking of them... ( give an example) ... I think I have something you might be interested in looking at...

It’s probably easier if I send you a video to look at, this way if you have any questions you can write them down. May I follow up with you to answer any questions and get your feedback?

End with: (Confirming when you’ll call them back.) I’d like to introduce you to my Mentor, who has more experience and can answer your questions better than I could... I also think you'll enjoy meeting her/him because you have... (give an example) in common.

S T E P S T O G E T T I N G S TA R T E D

SCHEDULE A STRATEGY SESSION WITH YOUR MENTOR

FIRST 24 TO 48 HOURS:GET INTO ACTION Start building a customer base; identify 10 potential customers in need of product benefits. Share the Shaklee Healthprint link with them. Copy the link from your Personal Web Site and send it via email or text.

1.2.3.4.5.6.7.8.9.10.

Sample script to help you get started: “I wanted to reach out to you because you have often mentioned your health goals ...” OR “I was thinking about you, after you shared _____” (insert specific reason for reaching out to them)

Complete the Shaklee University Healthprint Module for scripts and information to learn how to share Healthprint to create personalized health plans and product recommendations for your contacts.

Schedule new-member appointments to review health goals and questionnaire.

Start texting and sharing Shaklee with the Shaklee Connect mobile app.

Share Shaklee; be a Shaklee Ambassador—distribute samples and business cards during your daily activities.

Set up a planning session with your mentor.

Start sharing your story:

Who you are: Share your circumstances before Shaklee. Your job, profession, health, or living situation... Why you were looking: What was it that you wanted to change? What was your goal, pain, or fear? How you found Shaklee: Why did you choose to do something with Shaklee? What impressed you: What did you hope to fix change, improve, etc.? What it’s doing is: How has your life changed/improved? What has it taught you? How do you want others to feel? The best part is...



FIRST WEEK:

In addition to meeting with your mentor,continue with modules 3-8 in Shaklee University.

STEPS TO SUCCESSA duplicable way to build your business.

MODULE #3: BUILD A TEAM Define your why and set goals

Create a cycle of activity to build your business

Follow up with customers and new prospects

Learn a duplicable process to help others reach their goals

MODULE #4: HEALTHPRINT Learn to share Healthprint to offer personalized service

Scripts and activities to share, follow up and build with the Healthprint assessment

MODULE #5: BUILDING TO DIRECTOR AND BEYOND Schedule activities to help build your monthly PV to reach Director

Downloadable workbook with activities and ideas to help schedule events

Interactive goal setting calendar to see how your PV can add up

MODULE #6: COACHING DIRECTORS TO DUPLICATE Help others with their goals and build your team

Downloadable workbook

MODULE #7: PART 1 - WHAT THE DREAM PLAN CAN DO FOR YOU See how the Dream Plan provides the opportunity to earn trips, car bonuses, and extra income, while you are building your business and helping others do the same

MODULE #8: PART 2 - UNDERSTANDING HOW THE DREAM PLAN WORKS Learn how the Dream Plan works See what each rank offers and how to move from one rank to the next Interactive activities to help you set goals and make a plan to reach them


KICK OFF YOUR BUSINESS WITH ALAUNCH EVENT

FOLLOW LAUNCH EVENT GUIDELINES INSHAKLEE UNIVERSITY

Announce your Launch Event on Facebook as “Save the Date”

Invite guests and follow up by confirming time and date, two to three days before event

Promote your event to your contacts with Shaklee Connect

Schedule another event within two weeks for those unable to attend

Continue to schedule events on a regular basis for future prospects

Host Launch Event with your Sponsor—Shadow and learn

ONGOING ACTIVITIES

Follow up with guests: continue to follow up and ask for referrals

Actively work your list: it is ever growing and changing and essential for your business

Attend Business Presentations and Training Events: register for Conference

Participate in the FastTRACK Program and other incentive programs to grow your business

Focus on three business partners and 10 customers every month—this is the cycle for success!

LEADERSHIP AND SUPPORT TEAMSAll of us can use a helping hand. And the person who introduced you to Shaklee is your best one! Check in after your first few calls—and anytime you need a little support or advice.YOUR MENTOR

name

email

phone

YOUR MENTOR’S UPLINE LEADER*

name

email

phone

Follow us: shaklee.com 1.800.SHAKLEE 1.800.742.5533

*Go to shaklee.com (not available in Canada) to find your Upline Leader. All trademarks are the property of their respective owners.

United StatesShaklee Corporation4747 Willow RoadPleasanton, CA 94588

1.800.SHAKLEE (1.800.742.5533)

CanadaShaklee Canada Inc.3100 Harvester Road, Unit 7Burlington, ON L7N 3W8Business Leaders: 1.888.574.2553Non-Business Leaders: 1.800.263.6674

Have a question? Need an answer? We are here to help! For fastest service, you can submit your questions through our online Ask a Question system. This system immediately recog-nizes your primary email address and Shaklee ID, and maintains a registry of all your questions and answers which you can refer to later.

If you email us through your Outlook, or another email provider (ex. Yahoo, Gmail) that’s fine too, but you will want to use the email addresses listed below.

F I E L D S U P P O R TFor questions regarding title, pricing, appointments, volume grace months, forms, processes, the P & R, promotions, incentives and changes to accounts.

U.S.925.734.3636Mon-Fri, 6 am to 5 pm PSTFax: [email protected]

Canada 888.574.2553Mon-Fri, 8 am to 8 pm ESTFax: [email protected]

P R O D U C T O R D E R SQuestions regarding orders, shipping, returns, product ex-perience reports, member status, member applications and missing products should be submitted via Ask a Question. Make sure you have your member ID or your order number handy to resolve your issue quickly!

U.S.1.800.742.SHAKLEE(1.800.742.5533)Mon-Fri, 6 am to 7 pm PSTSaturday, 7 am to 4 pm PST

NOTE: On the first and last busi-ness day of the month, hours are extended to 9 pm PST.

Canada1.800.263.6674 Mon-Fri, 8 am to 8 pm ESTSaturday, 10 am to 7 pm EST

NOTE: On the first and last busi-ness day of the month, hours are extended to midnight EST.

P R O D U C T S U P P O R T T E A MFor questions about products and ingredients from our nutritional, personal care and household [email protected]

U.S.925.734.3638Mon-Fri, 9 am to 5 pm PST

S H A K L E E R E S O U R C E S

shaklee.ca(Canada)

http://www.shaklee.com/us/en/

http://shaklee.custhelp.com/app/ask

mailto:[email protected]


http://shaklee.custhelp.com/app/ask


“Facts Tell, Stories Sell”Create your unique storySharing your story creates a relatable connection. People care more about the WHY than the WHAT. This isn’t just a recita-tion of facts, but an opportunity to share your passion and your purpose.

1. WHO YOU ARE: Share your circumstances before Shaklee. Your job, profession, health, or living situation...

2. WHY YOU WERE LOOKING: What was it that you wanted to change?

3. HOW YOU FOUND SHAKLEE: Why did you choose to do something with Shaklee?

4. WHAT IMPRESSED YOU: What did you hope to fix change, improve, etc.?

5. WHAT HAS IMPROVED: How has your life changed/improved? What has it taught you? How do you want others to feel?

6. THE BEST PART IS...

ASK: IS THAT SOMETHING YOU’RE LOOKING FOR? IS THAT SOMETHING THAT INTERESTS YOU?

AND THEN BE PREPARED TO INVITE TO AN EVENT OR 3-WAY CALL

YO U R S T O RY ( 3 0 - 6 0 S ECO N D S)

Additional room to write out your story from the answers to the questions on the preceding page1.

2.

3.

4.

5.

6.

ASK:

IS THAT SOMETHING YOU’RE LOOKING FOR? IS THAT SOMETHING THAT INTERESTS YOU?

INVITE TO AN EVENT OR 3 WAY CALL:

» Time it on your cell phone » Say it to yourself » Practice it with a friend or family member

Hone your story down to 60 seconds. Practice it until it just flows without you having to read it. After you have done it a few dozen times it will become very natural for you.

YO U R S T O RY ( 3 0 - 6 0 S ECO N D S)

S C R I P T S :3-WAY CALL WITH YOUR UPLINEInvite a prospect to a scheduled call with your Upline, to learn more about the products and Business Opportunity. Start the call by introducing your Upline, their experience, and their ability to answer any questions. These calls provide credibility and firsthand experience for you to learn from your Upline.

YOU:Hi Bob—this is...I’d like to introduce you to my Upline—she is on the line with us. (Edify mentor:) This is so awesome because she has a lot of experience and will be able to answer your questions much better than I could. (Edify prospect:) I’d like you to meet Bob- he has 2 children, and works as a building contractor...

PROSPECT:Hello—yes I have some questions after watching the video...

UPLINE:Your UPLINE answers questions and passes the call back to you. The cue is that your Upline will say, “Does Shaklee sound like a good fit for you…” Or , “Are you ready to start your own business...”

S C R I P T S :SHARING BASED ON PROPECTS NEEDSHEALTH TOPICS:“Since you mentioned your family’s health, I would like to invite you to our next health chat. I’d like to share with you how you can get your family off to a healthy start. It’s worked for me.” Health Chat: A 30-minute conference on health topics and tips. An opportunity for them to ask questions, share testimonials, health tips and talk about the different Shaklee products. OR Wellness Consultation: A consultation to review health goals and products that may help achieve them. Review the product guide health directory, ask questions to learn their needs and make the appropriate product recommendations.

EXTRA INCOME:“I’ve been thinking about you since our conversation yesterday when you mentioned you are looking for a way you can earn enough money to send your children to a private school next year. If I could show you a way to do that, would you be interested? Let me show you how I did it.” Show average income by rank chart for the most recent year as published by Shaklee.

WEIGHT/HEALTHY LIVING:“You mentioned it’s hard to manage your weight, especially with less-than-healthy food all around you. What I’ve learned is your most important meal of the day is breakfast. I now start every day with Shaklee Life PlanTM which is a healthy shake and Shaklee Life Strip—it’s convenient and economical andI’ve managed to lose inches. A smoothie workshop is a great way to set up healthy meals and save money, as well as helping to manage your weight. I’d like to invite you to one this week. ”

FLEXIBILITY:“It sounds like you’re looking to make a change in your life. I can appreciate that you don’t like your job. If I could help you find a situation where you can build a part-time business and have flexibility,would you be interested? ” Assess their interest level: Exploring the business and creating a financial future with Shaklee. Explore earning money to help supplement what they are already making? Show average income by rank chart for the most recent year as published by Shaklee.

S C R I P T S :EVENT INVITEThree steps to inviting someone to your event:

INTRODUCE:“Hi (guest’s name) do you have a few quick minutes to talk? I’m excited about a new business opportunity I found—it’s different from anything else I’ve seen and I’d like to share it with you. My goal is…[Example: “…to help other people experience a healthier lifestyle”] I’d like to send you …(first tool)…and call you back tomorrow to answer any questions.” Show average income by rank chart for the most recent year as published by Shaklee.

INVITE:“Hi (guest’s name). I’m calling to follow up on our conversation to get your feedback on what you liked most about the video I sent you.” (guest’s response). “Great! I’m having a get together at my house, I’d like to invite you to join us. It would mean a lot to have your sup-port. I would like to send you some additional information to look at…(second tool).”

CONFIRM:“Hi (guest’s name). I’m looking forward to seeing you tomorrow! I was hoping you could bring some (…ice for the Energizing Smoothies, a blender, napkins, fruit, etc: This helps to create more commitment).” (guest’s response.) “That’s great—thank you so much! This is going to be fun! See you tomorrow!”

S C R I P T S :SOCIAL MEDIAFACEBOOK SHARING:Post photos to share your enthusiasm with a NEW experience, product benefit, or lifestyle. Share “Before” and “After” photos, e.g., weight loss, difference in skin, or cleaning results in your home. Be sure to mention that you are a Shaklee Distributor.

FACEBOOK EVENT:Holding a Facebook event is a great way to engage a large amount of people at once, and to reach those who you may not be able to meet in person. A Facebook event is a themed series of posts with photos during a specific time period. To create additional excitement, you may offer a special incentive to participate in the event. During that time, monitor comments and reply to private messages you receive. Your guests can join in and comment at any time. Example of themes: just returned from Shaklee trip, earned car payment, just attended a Shaklee event or product testimonial/benefit, received from a specific Shaklee product.

TEXTING BLITZ:This is a great way to create new relationships. Get together with your team and go through the exercise of making a list of 10 people, then write beside their name why you thought of them. As a group, go through the names one by one, create a text, offer feedback, and send. This provides an ideal environment to ask questions, and the group can discuss how to respond to texts that come in as a result of the blitz, e.g., setting up an appointment, invite to an event, or send out samples.

SCRIPTS:HANDLING OBJECTIONSAn objection is just a request for more information Don’t take an objection personally, acknowledge the question graciously.

TWO APPROACHES TO HANDLING OBJECTIONS:

TELL ME MORE:“Tell me more about that…” • Acknowledge → “I appreciate that you feel that way...” “Tell me more about why you think…” • Redirect → “Let me explain how Shaklee works...”

FEEL, FELT, FOUND:Feel → Felt → Found “I’m so glad you asked that. What a good question.” “I know how you feel; I felt that way too, but I found… .” Always end with a statement or question that leads them back to a decision.

COMMON OBJECTIONS:

TOO EXPENSIVE:“The products are too expensive.” I understand how you might feel. I originally felt the same way until I researched and found that not all nutritional supplements are alike. Here’s what I can tell you about Shaklee…

SCRIPTS:HANDLING OBJECTIONS

COMMON OBJECTIONS (CON’T):

DON’T HAVE TIME:“I don’t have time for this business.” I know how you feel, I felt the same way. And yes, time is a really important issue. I found that making the time made the difference. If you really want these benefits, do you think you could find five hours per week? I could show you a way to work Shaklee into your current schedule. Let’s start with the hours between _________ and _________ (two hours).

CAN’T SELL:“I can’t sell.” I’m glad to hear that! I don’t like to sell either! Tell me more about what don’t you like about selling… I like to think of myself in the business of helping people live healthier, happier lives. Shaklee is such a gift. I know when I share my story about how the Shaklee products improved my family’s health and how the products are green and don’t harm the environment—AND can save them money—I’m not selling; I’m SHARING something that changed my life and could change the lives of others!I could show you a way to work Shaklee into your current schedule. Let’s start with the hours between _________ and _________ (two hours).

SCRIPTS:FOLLOW UPPRODUCT FOLLOW UP:

Product Results Check In: Hi……, I’m checking in to see how you are enjoying your product………I would love to discuss the results you are having. You also had mentioned your son just joined the track team, keep in mind we have great sports nutrition products especially for hydration.

Hi……, please let me know how you are progressing with the Shaklee 180 program. I am happy to share some recipes with you, and host a smoothie workshop for you and your friends, this can provide an opportunity for you to earn the products. Hi….., last time we spoke you were thinking about trying the new Life Shake and Life Strip. I was hoping to meet to share some results with you from our Landmark study. I also have a few samples for you to try. Let me know if you have 15 minutes Thursday to meet.

PROSPECT FOLLOW UP: Hi ….I remember last time we spoke you were interested in learning more about Shaklee and what I do, I just found out there will be a meeting next Saturday….. I would love if you could join me, I know you will enjoy meeting the Shaklee team. Should I pick you up and we can go together.

Hi….I was thinking about you today, and what you mentioned about not liking your job. If you are free this week, I would like to introduce you to my Upline because the two of you have a lot in common, I can set up a call and you can ask any questions and get to know each other. Hi.. I was so glad you came to the event, and glad you enjoyed it. I’m following up to see if I can set up an appoint-ment with you to meet my up line to review the financial opportunity you were interested in. How would Monday morning at 10:00 work?

What motivates me?

What does my family need or want?

What would I change—is there something I’d like to eliminate, like a long commute to work?

What would I do if time and money were not an issue?

Who inspires me (Identify a role model)?

D R E A M :C R E AT E YO U R M I S S I O N S TAT E M E N TDefine your Purpose and Passion

What motivates youto build a Shaklee Business—

Your “WHY” helps you stay focused on your goals.

Think of this activity as creating your personal Mission Statement for your business.Ask yourself these questions, to help you define your “WHY”— Your Mission Statement

P U R P O S E , PA S S I O NL E A D S T O YO U R W H Y Connecting with your purpose is a proven approach to determine your WHY.Answering the following questions will lead to your WHY.

What is the legacy you would like to leave behind?

What impact would you like to have?

How would you like to make a difference?

What is my purpose?

What is my passion?

Who I am —

Select images and materials that remind you of your dreams:

SHAKLEE GOALS

TRIPS

CARS

LIFESTYLE

HEALTH

FAMILY

FRIENDS

BUILDING COMMUNITY

EDUCATION...

Create a board with your words and images, create an electronic version to use as a screen saver.

Place the Dream Board where you see it daily.

Enjoy the images, enjoy your work and see yourself leading the life that is in your Dream Board.

Print the Dream Board template from Shaklee University DREAM course to get started, or create your own- have fun with it!

D R E A M O R F R E E D O M B OA R D ALSO CALLED A GOAL BOARD

SHAKLEE DREAM BOARD Blueprint

What does your family need or want?

What would you do with more time?

Shaklee Top Achiever / Machu Picchu

DATE: 12.11.2015 | OPTION 1

2017SHAKLEE TOP ACHIEVERS

INTERNATIONAL TRIPMachu Picchu


INTERNATIONAL TRIPMachu Picchu


INTERNATIONAL TRIP

Machu Picchu


INTERNATIONAL TRIP

Machu Picchu

PRIMARY

SECONDARY

#ShakleeEffect

Where do you want to go?

What would youchange?

Who inspires you?

15F1RST STEP RESOURCE GUIDE

Step 1: DREAM3

SPONSOR LIST

COMMITTEACH

SHARE INVITE

DREAM

1

4

2

3

5

6

7

How Much Time Are You Willing to Commit Each Week to Reach Your Dreams?

Specify on the schedule below the hours you already have commitments and

which ones you can devote to your business.

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

8 am

9 am

10 am

11 am

noon

1 pm

2 pm

3 pm

4 pm

5 pm

6 pm

7 pm

8 pm

9 pm

4

S PECIFICIdentify your goals for the next 30 days, and determine specific actions to help you reach those goals.

M EASURABLE Track your progress on the 30-Day Action Plan calendars to see which goals you accomplish and which ones need revision.

A TTAINABLETrack your progress on the 30-Day Action Plan calendars to see which goals you accomplish and which ones need revision.

R ELEVANT Schedule activities and action items that are related to growing your business and specifically sharing Shaklee.

T IME-BASEDBe specific about where and when you are planning your activities. The 30-Day Ac-tion Calendars give you a time frame to structure your activities into.

C O M M I T SMART GOALS: BE INTENTIONAL ABOUT YOUR ACTIVITIES

30-DAY GOALMeet with your Upline to review action items to add to your calendar to accomplish Goals:

Sunday Monday Tuesday Wednesday Thursday Friday Saturday Weekly Target# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

Business Goals:

Personal Group Sponsoring

Personal Group Volume*

New Directors New Distributors New Members

Results:




*Must have a minimum of 2000 Group Volume to maintain Business Leader rank.

Mon

thC O M M I T S M A R T G OA L S30-Day Action Plan—2 New People A Day and Follow Up


# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

Business Goals:




Results:





Mon



# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

# New People

# Follow Up

Business Goals:




Results:





Mon


C O M M I T COMMIT TO... Income Producing Activities

75% of my time in conversations with new people:Conversations1-on-1 Presentations3-way callsFollow upFacebook events Business launch events

10% of my time to Events:Team meetingCompany event

10% of my time to Training:Teaching and TrainingCoaching

5% of my time to Personal Development:What are you reading?(see recommended reading lists in additional references)What are you listening to?What are you attending?

Income Producing Activities

Reach out to new people Follow up with new and existing people Show the business plan

COMMIT

Trade TV for PVYou may have to say “no” for a little while so in the future—you can say yes to the things you love!

Conversationswith new people

Events

Training

Personal development

Conversationswith new people

Events

Training

Personal development

How to spend your time

C O M M I T COMMIT TO... Income Producing Activities

C O M M I T T O YO U R C A L E N DA R

SUN MON TUES WED THURS FRI SAT8:30-9:00 am MondayMorningMotivational Call

9-10:00 am Team Call Coaching Circle

9-10:00 am Facebook Event

9-10:00 am Network Event

POWER HOUR 11-12:00 noon 1. Reach out to 3 new people 2. Add new people to Facebook 3. Follow up with 3 people



POWER HOUR 1-2:00 pm 1. Reach out to 3 new people 2. Add new people to Facebook 3. Follow up with 3 people



5:00 pm Shaklee Opportunity Presentation webcast

2-3:00 pm 1-on-1Presentation

Weekly Home Event Monthly Event

2-3:00 pm 1-on-1Presentation

EVERY MONTH POWER HOUR - 6 IN 601. Team Calls2. Shaklee calls3. Monthly events — In-home — Facebook

1. Reach out to 3 new people2. Add new people to Facebook private message - ask about them3. Follow up with 3 people

WORK YOUR BUSINESS FULL-TIME OR PART-TIME BUT NOT SOME OF THE TIME

• Treat this like a business and it will pay like a business • Treat this like a hobby and it will pay like a hobby

• Establish set hours to build your Shaklee Business• Commit to blocks of time to build your business• On your Weekly Planner, block out Shaklee Power Hours

C O M M I T T O YO U R C A L E N DA R 1. List activities daily2. Identify Income Producing Activities (IPA)3. Number IPA in order of importance; prioritize IPA

Income Producing Activities Activities that support your business

Income Producing Activities Reach out to new people Follow up with new and existing people Show the business plan

YO U R L I S TYour lifeline to build your business. Make a list of everyone you know. Use the Memory Jogger to help you identify 100 to 2,000 people beyond your inner circle. Write down every single name that comes to mind. Don’t pre-judge.

This can be a time-consuming process, but it is one of the most critical steps you can take to get your business off to a fast start. Nothing happens in your Shaklee business until you share the products and opportunity.

Here’s Why: Everyone you have ever met is either a candidate for our product or the business opportunity, or they know someone who is.

M E M O RY J O G G E RUse this tool to discover how many people you already know.

After creating your List, go through it and identify 25 people you would like to have on your team! Also, put a star next to influencers who have access to large groups of people and can help you recruit others.

• I like being around• Seems to win at everything they do• Loves life• Loves adventure• Does not like the status quo• Always gives 100%• Has a strong belief in themselves• Is not afraid to try new things• Loves people• Is a good communicator• Has a strong sense of family• Is smart but coach-able• Is on your holiday card list

• Is active in church/community• I respect• Shows concern for other people• Others always seem to like• Does personal counseling• Is a professional• Is active in clubs• Is active in civic affairs• Is in a teaching position• Deals with the public• Is in a management, supervisory, con-

sultant, or trainer capacity• Is looking for more out of life

• Is ambitious, and “on the go”• Is considered a leader• Attracts leaders• Has children just starting junior high,

high school, or college• Is looking for a financial safety net• Wants more time with family• Owns their own business• Holds a very responsible position• Is under job-related stress• Wants to have freedom• Is considering a new profession• Is looking for a job• Is changing jobs

Whom Do I Know Who...

Whom Do I Know Who...• Is unable to advance in their present job• Is not fulfilling their talents• Is not fulfilled• Is an experienced salesperson• Is entrepreneurial• Has failed in business but still

has strong desire• Is going to college, business, or trade

school etc., or has just graduated• Was recently married• Is divorced, “starting over”• Knows everyone in town• Exudes credibility• Works with you now• You see at the gym• Is into sports, fitness, and health• Is highly competitive• Is an old friend• Appraised your home• Takes care of your car• You take your cleaning to• Is your accountant• Does your hair• Runs the spa• You see at the coffee shop• Did your home repairs• Is health conscious• Is concerned about their weight• Has joint problems• Has high cholesterol• Needs greater energy• Participates in a competitive sport• Studies martial arts

My relatives ...• Parents• Grandparents• Sisters• Brothers• Aunts• Uncles• Children• Step-relations• Cousins

Is Our ...• Mail delivery person• Paper delivery person (adults)• Driver• Dentist• Nurse• Florist• Insurance agent• Accountant• Physician• Financial advisor• Lawyer• Pharmacist• Veterinarian• Optometrist

Sells ...• Houses• Car/tires• TV/stereos• Clothes• Furniture• Motorcycles• Boats• Shoes• Carpets• Bicycles• Campers• Sports equipment• Wedding rings• Vacuum cleaners• Lawnmowers• Business cards• Air conditioners• Glasses/contacts• Luggage• Kitchen appliances• Computers

Do I know someone who...• Is a medical professional• Is resourceful• Owns a beauty service• Owns a wellness business• Is a fitness coach• Works in a medical profession• Lives next door/across the street• Is a hairdresser

Do I know someone who...• Teaches children at school• Door-to-door sales people• Is the finance director at school• Is president of the PTA• Was your spouse’s college fraternity

brother/sister• Is your spouse’s old high school teacher/

principal• Is your child’s kindergarten teacher• Was your best man/maid of honor/

bridesmaid/usher• Was the photographer at your wedding• Is your baby-sitter’s parents• Goes hunting/fishing with you• Was your military buddy• Is the architect who drew your plans• Goes golfing with you• Is a person you met camping• Is the manager of a store• Repaired your TV• Worked in a former job with you• Is a person in your car pool• Installed your telephone• Owns a restaurant• Built your home• Teaches ceramics• Painted your house• Owns a pet shop• Owns an apartment building• Is in Rotary/Lions/Kiwanis/Jaycees• Plays bridge with you• Is in your garden club or book club• Is a member of your church• Is a deacon in your church• Decorator• Manages a tanning salon• Works in a nail salon• Prepares your income tax• Owns a restaurant• Owns a gym• Cleans your home or office• Owns a cleaning service• Drives trucks, limo/transportation• Is a school bus driver

M E M O RY J O G G E R

• Spa owner• Nurse• Golf pro• Student• Fashion model• Fitness guru• Health coach• Music teacher• Art instructor• Seamstress• Manicurist• Hair stylist• Massage therapist• Esthetician

• Carpenter• Pilot• Flight attendant• Bank teller• Editor• Lab technician• Restaurant owner• Graphic artist• Social worker• Lifeguard• Office manager• Real estate agent• Journalist• Columnist

• Airline ticket agent• Computer expert• Interior designer• Swimming teacher• Store owner• Insurance adjuster• Rent-a-car rep• TV announcer• TV producer• Dance instructor• Engineer• Waitress• Furniture dealer• Actor/actress

• Horse trader• Hotel owner• Hotel manager• Teacher• Pro athlete• Sales trainer• Consultant• Corporate trainer• Athlete• Hotel staff• Housekeeper• Concierge

ASK FOR REFERRALS AND

F I N D L E A D SThird Party Referrals:

Influencers &Related Industry:

Online Marketing:

Lead Exchange:(Exchange referrals with

health clubs, etc.)

Trade Shows:

Target RelatedProfessions

• Fitness/instructor• Physical Therapist• Chiropractor• Wellness Coach

• Dentist• Nutritionist• Dietitian• Chiropractor

• Life coach• Personal trainer• Plastic surgeon• Housekeeping service

Do I know someonewho is a(n) ...

M E M O RY J O G G E R

NAME CONTACT DATE

FOLLOW UP

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E AC H W E E K A D D N A M E S T O B U I L D YO U R L I S TThis way, your List never ends!

N E T WO R K I N G T I P S :Get beyond your warm market:

Ask for Referrals:

Recruit Influencers :

Ways you can connect in your community to create more opportunities:

Make a Difference:

Provide a Volunteer Service:

Join Organizations/Clubs ofInterest and Hobbies:

NAME CONTACT DATEFOLLOW UPU S B REFERRALS

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KEEP YOUR LIST WITH YOU ANDCONTINUE TO ADD NAMES TO BUILD YOUR LISTThis way, your List never ends!


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P OSITIVE always have a good attitude and are fun to be around.

E NTREPRENEURIAL self-starters, motivated, want to build something for their future

A CHIEVERS focused and goal-oriented, always trying to do better and be better

R ECOGNITION like to know they are appreciated and that they make a difference in others lives

L EADERS others look up to them in some area of their lives, whether work, church, community

S UCCESSFULL in some aspect of their lives: business/work, financially, marriage, parenting

F I N D YO U R P E A R L SBUILD A TEAM

Put your Prospect List together starting with the people that are closest to you and with whom you have the most rapport and credibility.(Use the Memory Jogger)

After you have your list together, prioritize your list according to those that are the real “pearls”.

An analogy that applies very well is this:

Suppose you have a bucket of 100 oysters and you know the odds are that there are three pearls in that bucket. You shuck 27 oysters and you still haven’t found a pearl.

What are you going to do? Stop shucking?Of course not! You shuck 81 oysters and you still haven’t found your first pearl.

What are you going to do? Stop shucking? Of course not - you know you are just that much closer to finding your three pearls!Go through the numbers - you will find the pearls!

Next to each name on your TOP 20 list, put check any of the letters: PEARL that apply.

Prospecting script:

I thought of you because (you always have a positive attitude) and you are (an achiever with good leadership skills). I thought you might be interested in learning

more about what I’m doing (the business opportunity).

P E A R L S NAME

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F I N D YO U R P E A R L SMake a LIST of your TOP 20:

The people you would most like to have in your business. Then go to the bottom of your list and practice on those that scored very low, so if you blow it you don’t feel that you’ve lost too much. As you get better, move on to those at the top of the list. When you have contacted all the ‘pearls’, then move on to those that have five letters by their names, then four letters, etc.

E V E N T G U I D E L I N E SK I C K O F F YO U R B U S I N E S SW I T H A L A U N C H C E L E B R AT I O N

PRE-EVENTCommit to a Date: Communicate a ”Save the Date”

Invite to Launch Event

Have a “back up” event scheduled within 2 weeks

Event Incentives Ideas Event “free gift” when guest signs up as business partner

Feature an intro item or focus product ie. Life Plan

Hosts gifts to book Future Events

Event Set-Up & Supplies Ice breakers, games, raffles

Clipboard with applications, brochures and pen

Tablecloths and displays

» Product Kits » Brochures/Handouts (Follow links or see new tools page MyShaklee.com)

— Life Plan Product Information Sheet — Live Well With Shaklee — Dream Plan Brochure — Product Order Checklist

» Edible Samples » Shaklee Refreshments to taste

— Mini Shaklee Life Shake smoothies — Mini protein shakes — Cut up 180 bars etc

Table set up

» Laptop » Screen » Opportunity videos » Opportunity Presentation

https://images.shaklee.com/library/product_sheet_lifeplan_eng.pdf

http://images.shaklee.com/myshaklee/library/LiveWellWithShaklee.pdf

http://images.shaklee.com/myshaklee/library/DreamPlanRewardTrifold.pdf

https://images.shaklee.com/library/ProductOrderChecklist.pdf

A. Socialize and get to know your guests While you’re socializing, ask your guests, “What are you hoping to get out of tonight?” and “What brought you here tonight?” (These questions sort your guests as having goals 1, 2, or 3. See “D” below).

B. Welcome“I want to thank you all for coming to our Shaklee Launch Event. Let’s all take a seat!”(And when everyone’s seated…)

“Many of us came here tonight with a goal. (Share a couple of goals you heard while socializing.)

“Unfortunately I didn’t have a chance to hear from all of you, so who else is willing to share in a sentence what you’re hoping to get out of tonight?”

C. Introduce the Shaklee Opportunity Presentation Using the Be Part of the Effect™ slides, present the Shaklee Opportunity Presentation. (Follow link or see new tools page at MyShaklee.com for ppt)

“Now that we’ve heard some of your goals, let me share my story with you. Last year I noticed…” (Share your story at the appropriate slide in the presentation.)

During the presentation, you may show various optional video segments. It is recommended to play the following video segments as the associated content is presented in the slides: “You know, this short video does an even better job of explaining the Shaklee Effect than I can, so let me show it to you.”

Using these video segments to support these areas of content in the presentation will make the presentation more dynamic and interesting for the guests. (see Shaklee.tv for videos)

Slide # Video Segment11 Roger Barnett Message12 The Shaklee Difference22 Flexible and Rewarding28 Jo and Mike - The Shaklee EffectTM

30 By the Numbers33 3 Ways to Participate

Upon completing the Use/Share/Build section of the presen-tation, close the presentation using the script as a guide.

D. Wrap-Up“Thank you so much for your time tonight! You know, everybody has a different goal: Some people want to have a healthier life; some want to do that, and get their products for free; and some of you may want to pay down debt, earn some extra money, or go on a trip. And some of you…well, you want all THREE! Whatever your goal is, Shaklee can help you reach it. So which of these goals fits you best:

1 . U S E : Experience the way Shaklee products can help transform

your health.2 . S H A R E : Share Shaklee products with friends and family and earn

extra cash + rewards3 . B U I L D : Build a team in a way that works for you and fits your life,

with the potential for significant financial rewards.

“For those of you interested in sharing products, I can help you by hosting an event for you and your friends…at your house or mine. In fact, the first two people tonight who set a date with me will get this free gift!” (Show the hosting gift then go around the room and sign up your customers, talk with guests and set dates.)

E V E N T F O R M ATCreated by successful Business Leaders for you to follow at your event

http://images.shaklee.com/myshaklee/library/OppPres_English.ppt

http://shaklee.tv/the-shaklee-opportunity

P O S T E V E N T:F O L L OW U PC R E AT E O N G O I N G R E L AT I O N S H I P S

THANK YOU CARD, EMAIL, TEXT

THE INITIAL CALL

“Hi (customer’s name). I’m calling to make sure you received your order and I want you to know, I’m always here to answer any questions, you have.”

CHECK-IN CALLS � Just a friendly check-in to follow up

� Ask questions:

» Did they go through the materials? » What did they like best? » Discover need. » Make recommendation for next step.

� Schedule a time to meet.

PRODUCT SOLUTIONS FOR NEEDS...

� Schedule a New Member Orientation.

� Continue with questions to discover needs.

� “If there’s anything you could do to improve your health, what would it be?

� “What’s the one area you’re most concerned about?”

ONGOING FOLLOW UP

� Inquire about their results, how they’re feeling using Shaklee products.

� Check to see if they are ready to reorder or sign-up for AutoShip

� Ask permission to stay in contact and ask for referrals. Periodically check to see if they are interested in Earning, Sharing or Building a Business.

D AY S 5 -7

D AY 1

D AY 1 5

D AY 3 0

D AY 6 0

I WOULD LIKE MORE INFORMATION ON:

I WOULD LIKE MORE INFORMATION ON:

Name: Email:

Phone: Best time to contact: Appt day/time:

Women’s Health Men’s Health Healthy Weight Loss Immune System Heart Health

Joint Pain Relief Sports Nutrition Children’s Health Green non-toxic Cleaning Products

Increased Energy Anti-Aging Allergies Shaklee Pure Water

Earn FREE Products

Yes, I would like a FREE 20 minute consultation

Add me to your monthly Newsletter

EARN EXTRA MONEY (CIRCLE ONE) $300-$1000

$1000-$3000

$3000 + per month part-time

Better Overall Health: How serious are you to improve your health? (1 somewhat - 5 very serious) 1 2 3 4 5

Name: Email:

Phone: Best time to contact: Appt day/time:

Women’s Health Men’s Health Healthy Weight Loss Immune System Heart Health

Joint Pain Relief Sports Nutrition Children’s Health Green non-toxic Cleaning Products

Increased Energy Anti-Aging Allergies Shaklee Pure Water

Earn FREE Products

Yes, I would like a FREE 20 minute consultation

Add me to your monthly Newsletter

EARN EXTRA MONEY (CIRCLE ONE) $300-$1000

$1000-$3000

$3000 + per month part-time

Better Overall Health: How serious are you to improve your health? (1 somewhat - 5 very serious) 1 2 3 4 5

»»

B E F O R E & A F T E RG U I D E L I N E S

“Before” photos can be a way to motivate you to getstarted, and are a great way to track your progress. Looking at your photos daily helps you stay focused on your goal. Keep your “before”photos out where you can see them ie. on the refrigerator or mirror.

TIPS FOR TAKING YOUR PHOTO:• Use a simple location for your background, uncluttered, in front of a wall, no windows• Take the photo in portrait mode instead of landscape so you can see yourself from head to toe• Attire should be form fitting ie exercise clothes, or tank tops to show your shape• If you can, get someone to take the shots, if not use a timer—and a tripod (10 seconds usually works)• Lighting is key, so be sure to have the area well lit for your photo

WHAT SHOTS TO TAKE:

FRONT VIEW:Stand up straight with your feet hip-width apart, Arms at your side but off your hips—so you can see the shape and width of your hips.

FRONT VIEW WITH POSE:Same as above but flex your biceps in a classic weight trainer’s pose.

BACK VIEW:The same as front view, but with your back to the camera.

SIDE VIEW: Stand up straight, arms hanging down at your side. Make sure your hands are in the middle of your thigh. You don’t want your hand blocking your outline.

AFTER YOU HAVE TAKEN THE PHOTOS:Email your “before” and “after” photos to Shaklee at: [email protected]. (If you are emailing photos from your phone please pick the option to send photos at actual size when prompted.)

AFTER PHOTOS:Take your “after” photo on the last day of your 100 day challenge. Be sure to smile, have good posture, good lighting, project energy and enthusiasm. Take the pictures in the same spot and under the same circumstances. Upload it to your Facebook page using the 180 template, and share your 100 Days to Amazing success story!

If you’ve lost more than 1 – 2 pounds a week, add the following to your success story:Results and experiences from the Shaklee 180 Program are unique for each person, so results may vary. Participants following the weight loss portion of the Shaklee 180 Program can expect to lose 1 – 2 pounds a week.

TIPS FOR TAKING YOUR MEASUREMENTS:Take your measurements the morning of the photo shoot, or the day before. Don’t go with measurements that are more than a week old. At the very least, weigh yourself and take measurements of your thighs, hips and waist. Make sure your measure-ments are taken in the morning and not after your workout.

CHEST (lift up your arms, wrap the tape measure around your chest, and then lower your arms)

WAIST (at the belly button for consistency)

HIPS (measure the widest part of your hips)

THIGH (left or right, but pick the same spot on your thigh each week)

DATE

30 DAYS 60 DAYS 100 DAYS

CHEST

WAIST

HIPS

THIGH

Holding a Facebook event is a great way to engage a large amount of people at once, and to reach those who you may not be able to meet with in person.

A FACEBOOK EVENT IS SOMETHING EVERYONE CAN DO!You don’t have to be tech savvy, you just have to love what you do!

Many Shaklee distributors have had great success and have grown their business as a result of holding these online events. This is a great way to get your team into action and highlight what makes you and Shaklee so special.

Have you or someone on your team recently returned from a Shaklee trip? Have you just earned your biggest check? Did you earn a car payment? Just attended a Shaklee event? Learn something new and interesting you can’t wait to share?

The great news is that an online event is so easy to do and just needs a little preparation! A Facebook event is simply a series of posts with photos during a specific time period. You can choose the duration of your event, and during that time monitor comments and reply to private messages you receive. Your guests can join in and com-ment at any time.

CHECK OUT THESE EXAMPLES FROM HARPER GUERRA:

YOU CAN HOLD A FACEBOOK EVENT AT ANY TIME — anywhere, and people can participate wher-ever they may be. You don’t have to leave the house, and your “guests” can be across the country in their pj’s!

You share information and ideas just as you would when holding a meeting or doing a presentation at home.

FAC E B O O K E V E N T S

FAC E B O O K E V E N T SHERE IS AN EXAMPLE OF A SEQUENCE OF POSTS:

• Start with your WHY. For example, in your first post you might post a picture of yourself and tell your brief Shaklee

story…why you joined Shaklee, and what you love most about having a Shaklee business.

• Share information about the company.

• Show an example of The Shaklee Difference.

• Showcase your favorite Shaklee products. Ask people how you can help them with their needs.

• Let people know about the possibilities of the Shaklee business opportunity.

• Show join options. Share information along with a picture of the Join Free options from the flier

• Have people view a brief Shaklee video. There are so many to choose from on Shaklee.tv, from products, to The Shak-

lee Effect to opportunity and events. Ask them to comment on what they think about what they saw

• Thank everyone for joining your event and let them know how they can get further information.

(Note that you are not limited to these suggestions or the amount of posts you publish on any particular subject. This is just a guide as to a sequence of posts you might consider.)

People can comment publicly on your posts, but a lot of the interaction will also be behind the scenes as you ask people to Private Message you if they have questions, would like to learn more, or if they want to place an order.

To encourage participation, you can offer prizes for those who comment, ask a question or place an order. For example, you can tell people in your posts that all who attend will be entered into a raffle for a Shaklee product.

A Facebook event can only officially be hosted by one account. However, you as host can still have others participate in your event by mentioning them in the event description. And, you can also tag others in your posts to include them in the event

STEPS TO CREATING A FACEBOOK EVENT:

1 Log into Facebook

2 Go to left menu bar in your Home news feed and select Create Event:

TIPS• When planning a Facebook Event think of it as a live event.

You are the host, Invite Prospects as your Guests to the event. Pre-plan your topic and post accordingly. Promote participation with activities (raffle or prize), keep the time frame succinct to create a sense of urgency. Offer any special promotions for a limited time.

• Facebook drives awareness and helps to recruit new members and business builders to your team. Often the connection starts online, and then moves to in person meetings.

BEST PRACTICES• Posts with images get more clicks than text-only posts best to include a visual. • Shares info on upcoming events and info on how to register.• Keep posts positive with shots of happy customers.• Make it fun ask for a vote on a topic or run a contest.• Create a sense of urgency with deadlines on special offers. Must be same offers currently available from Shaklee.

FAC E B O O K E V E N T S

3 The menu to Create an Event opens use the drop down menu in the top left to choose either Private or Public Event:

FAC E B O O K L I S T S

3 Click “Create List”:

4 Enter a name for your list and the names of friends you’d like to add. Keep in mind you can add or remove friends from your lists at any time. Click “Create”.

HOW TO CREATE A FACEBOOK LIST:1 Log into Facebook

2 Go to left menu bar in your Home news feed and select Friends:

5 Add posts specific to the list you have created. For example: you could create one list of people you have never spoken with about Shaklee before, and call that list, “New Reach Outs”. Select the list from the menu by the post button, then post the picture or text, and the people on that list will be the only ones to see that particular post.

Many of our Field Leaders have shared the advantages of creating custom lists on Facebook. It allows you to send specific posts to individual’s vs a group, you can create lists from your larger facebook group to target a particular audience. The post appears on the individuals news feed and can serve as a method for prospecting.

ACCOUNTABILITY GROUPS TO ENCOURAGE:Many of our Field Leaders create accountability groups to support and encourage their Members and Business Builders.

HERE’S WHY GROUPS WORK:Groups of like-minded people with a common purpose can encourage you to reach a common goal. Groups keep you focused and pick you up emotionally when in need of inspiration.

WHAT YOU GET OUT OF IT:• Encouragement, Inspiration, Motivation and Camaraderie.• Tips, recommendations and sharing of best practices.

Guidelines: See below for examples of groups. It is recommended to have no more than 5 groups for your entire team.

MEMBER GROUPS:• Reset Challenge (beginning of every month for 5 days)• 180 Journey for Life (daily support)• Preferred Customers (post specials and promotions that are currently offered by Shaklee)

TEAM GROUPS:• Business Builders (share info, motivation and training)• Trips Groups (close to qualification)• Event Coaches (go to leaders for events)

LIVE AMAZING FACEBOOK GROUP FOR MEMBERS:• Live chats from Dr. Bruce and Dr. Jamie• Posts from Pure Performance Athletes• Testimonials on health, weight, and Shaklee Integrated Wellness Program

Distributor Participation: (Best Practices)• Please keep comments Member focused; Positive and results oriented • Do not self-promote or feature any promotions

FAC E B O O KAC C O U N TA B I L I T Y G R O U P S

FOLLOW THESE SIMPLE STEPS TO CREATE A FACEBOOK GROUP:1 Log into Facebook

2 Click in the top right of Facebook page header and select Create Group:

OR go to left menu bar in your Home newsfeed and select Create Group:

3 The menu to Create a New Group opens:

A CLOSED GROUP: searchable, but you must be admitted to joinand see postsA SECRET GROUP: is not searchable, and you must be invited to join

• Invite a specific group of people• Post events, reminders inspiration• Strategize, support and create accountability and unity

• Private (or secret*), no one outside group can see • Use Notifications so posts don’t get lost in timeline • Communicate with your team, share information, build camaraderie,

and team spirit

TEAM GROUP TIPS:

FAC E B O O KAC C O U N TA B I L I T Y G R O U P S

A DOOR “OPENER” TO SHAKLEE: Many of our Field Leaders are introducing Shaklee products by hosting Smoothie Workshops. It provides an opportunity for a group to get together, prepare smoothies for the week, while mixing and mingling and sharing tips with each other. This can be a great new way to engage a group to encourage each other with healthy eating and weight management.

Smoothie Workshops are also a great door opener to the world of Shaklee and introduction to our other products. The workshops appeal to a demographic looking for convenience and easy meal prep with ready to mix smoothies on hand.

MARKETING: Create Special Offers:• With a 100 PV purchase the workshop fee is waived:For example: $25 for 7 smoothies or $25 off for 14 smoothies - value $50 Save $25! Offer host specials:• Get your smoothies free—$25 value

If posting online, must be same as offers currently available from Shaklee—if your offer is not posted online, it need not be the same as those currently available from Shaklee

S H A K L E ES M O O T H I E WO R K S H O P

Invite your guests to a smoothie workshop. It’s a good way to introduce your current customers to a new Shaklee product or new prospects to Shaklee. Here’s how:

1 Ask guest to bring a cooler $25 (7 smoothies)$50 (14 smoothies)

2 Prepare smoothie ingredients

3 Take home and freeze

4 Add liquid and blend in blender

5 Enjoy!

Your guests are there to have fun and you make this a super easy processThey go home with 7 or 14 delicious freezer-ready shake packs. Then all they do is empty the contents of freezer pack into blender, add liquid and blend! Quick and easy way to make a healthy and delicious meal!

HOST: Provides protein and all shake ingredients (except the liquid), recipe sheets, and labels for the baggies.

RECIPES: Create your own or use other people’s. This is a fun way to introduce people to new ideas that will help them like smoothies more! Try to get veggies into the recipes so that people understand that this is a great way to get a veggie in without much prep! Be careful to not put ingredients that would be expensive or difficult to find. It might be a good idea to make sure the extracts you use - if any - are not artificial and support the Shaklee Difference in that way.

GROCERIES: Each guest will get the equivalent of about 1 canister of protein mix but because there are different flavors on the recipes, you will need multiple canisters. It might be helpful to back into this by seeing how many guests you want to have in total then how much shake mix to buy instead of waiting to see how many guests say yes and then buying the shake mix. It could put you in a bind to have to pay for expedited shipping. It is helpful if you can work this to be a family pack or some pack of smoothies that will give you an Autoship discount.

GROCERY SHOPPING: Can be expensive. Frozen is not a bad option as you are just putting it back into the freezer! Don’t forget freezer bags - gallon and sandwich size are preferred. Some of your groceries will be saved for the next work-shop. It is simplest to plan to buy as though everyone will be making 2 of each smoothie recipe. WORKSHOP: Have the table prepared with all the ingredients prepared (washed, diced, whatever the recipe calls for), measuring cups and measuring spoons out, and if you have something - a cup to put the baggie in so you can fill. (Place the baggie inside the cup and fold over the edge all around to steady it.) Sanitize cutting boards with Basic-G and rinse thoroughly to reduce the possibility of food-borne illnesses from the fruits and vegetables.

Open with an introduction like you would any other event.

Have them choose their 7 or 14 recipes, label their sandwich baggies, put on an apron and then they can get started making their packs.Chat while working - this is an opportunity to get to know your customers or prospects better.

Make sure to let people know if you will do any hostess specials if they host a workshop in their home for their friends.Have some protein balls or snack bar samples on the work table for them to try.

That’s all there is to it!

S H A K L E ES M O O T H I E WO R K S H O PG U I D E L I N E S

ASK GUESTS:

1 Bring a cooler $25 (7 smoothies)

2 Prepare smoothie ingredients

3 Take home and freeze

4 Add liquid and blend in blender

5 Enjoy!

HOW TODAY WILL WORK:• There are seven smoothie recipes - you will be assembling one of each recipe

• All the protein, fruits, veggies, spices, extracts, baggies and labels are provided and

have been prepared

• The baggies have been labeled for you

• Use the cups to steady the bag as you fill it

• Double bag multiple smaller bags in one of the larger gallon bags

SMOOTHIE ENJOYMENT:• Take smoothie bag out of the freezer

• Dump contents into blender, add liquid (and ice if you’d like), blend until creamy

• ENJOY

HOSTING YOUR OWN WORKSHOP:We love meeting new people and sharing Shaklee as a way to create healthier, happier,

more fulfilling lives. If you would like to host a workshop, we would love to meet your

friends and help them get started on healthier meals as well!

Host four of your friends at your homeReceive your 7-smoothie bundle for free!

WANT MORE SHAKE MIX AT HOME?We’d be happy to talk with you about that after the workshop!

S M O O T H I E WO R K S H O PG U E S T I N F O R M AT I O N

S M O O T H I E R E C I P E SPEANUT BUTTER BANANA CUP

2 Scoops Shaklee Life Shake Chocolate 1 TBS Natural Peanut Butter 1/2 Banana 1 TBS Dark Cocoa Powder (opt) 8 oz. milk or water 4-6 cubes ice (opt)

POMPASIL BERRY PARTY

2 Scoops Shaklee Life Shake Vanilla 1/2 C pitted cherries 1/2 C strawberries 1 stick Shaklee Pomegranate Energizing Tea 1/4 C loosely packed basil 8 oz. milk or water 4-6 cubes ice (opt)

POPEYE’S BLUE-NANA

2 Scoops Shaklee Life Shake Vanilla 1/2 Banana 1/2 C Blueberries Large handful spinach 8 oz. milk or water 4-6 cubes ice (opt)

YELLA BERRY DELICIOUS

2 Scoops Shaklee Life Shake Strawberry 1/2 Cup Raspberries 1/2 Cup Blueberries 1/2 yellow squash 8 oz. milk or water 4-6 cubes ice (opt)

GREEN APPLE PIE

2 Scoops Shaklee Life Shake Vanilla 1/2 Granny Smith Apple 1 large handful of spinach 1/2 tsp apple pie spice 8 oz. milk or water 4-6 cubes ice (opt)

NOTTA LATTE SPICE

2 Scoops Shaklee Life Shake Cafe Latte 1 TBS Dark Cocoa Powder (opt) 1/2 tsp pumpkin pie spice pinch of cayenne pepper 1/4 banana 8 oz. milk or water 4-6 cubes ice (opt)

GREEN TEA LIME

2 Scoops Shaklee Life Shake Vanilla 1 C Spinach 1/2 banana 1/4 C avocado 2 tsp lime juice 1 stick Shaklee Energizing Green Tea 1/2 C coconut milk 4-6 oz. milk or water 4-6 cubes ice (opt)

FORTUNE IS IN THE FOLLOW UPWithout follow-up you lose up to 80% of the people you bring in…

WHY FOLLOW UPWithout good follow-up…you have people going out the back door—as fast as they are coming in the front door—and the end result is…little or no gain

CUSTOMER LOYALTYShaklee customers remain customers because of:• The Shaklee difference• Product results• Your service

HAVE A FOLLOW UP SYSTEM Enter Customer or Prospect information:• MyShaklee.com• Into a spreadsheet• Onto index card, folders, files

MYSHAKLEE.COM Back Office Support

CREATE A SYSTEM THAT WORKS FOR YOUMany of our Business Leaders recommend the following process:

F O L L OW U P

1, 2, 3 FOLLOW UP SYSTEM: Use a simple system that is consistent, scheduled and managed guidance.

1 DAY 1-5 days2 WEEKS 15-30 days3 MONTHS 30, 60, 90 days

FOLLOW UP:NEW PROSPECT: FIRST DAY Thank you: card, email, text 3-5 DAYS - Did they go through the materials? - What did they like best? - Suggest next step.

15 DAYS - Suggest time and place to meet to review Opportunity.

30-90 DAYS - Introduce them to your Upline via a 3-way call or meeting. - Invite them to a Shaklee event. - Check-in to see if their circumstances have changed.

NEW CUSTOMER: FIRST DAY Thank you: card, email, text 3-5 DAYS - Did they recieve their order? - Do they have questions before getting started?

15 DAYS - How are they enjoying their products? - Schedule a new member orientation.

30-90 DAYS - Are they ready to reorder? - Introduce additional items based on needs. - Ask for permission to follow up-assess future inter est in earning as a Distributor

F O L L OW U P

NEW DISTRIBUTOR: FIRST DAY Welcome to team with: note, text or call3-5 DAYS Go through New Distributor Kit, download Shaklee ConnectTM app Get started in Shaklee University Set up PWS , Facebook announcement Make a list of names of potential team members and customers - Circle 5 to call every day15 DAYS Hold a planning session - 3-way calls with your mentor/60 second invite - Invite to Grand Opening30-90 DAYS Plug into team training Set up time to call weekly for accountability and guidance Attend events.

▶

NEW PROSPECT:

Name: Phone/email:

FIRST DAY DATE: Thank you: card, email, text.

15 DAYS DATE: - Suggest time and place to meet to review Opportunity.

3-5 DAYS DATE: - Did they go through the materials?

- What did they like best?

- Suggest next step.

30-90 DAYS DATE: - Introduce them to your Upline via a 3-way call or meeting.

- Invite them to a Shaklee event.

- Check-in to see if their circumstances have changed.

NEW PROSPECT:

Name: Phone/email:









NEW PROSPECT:

Name: Phone/email:









F O L L OW U P

F O L L OW U PNEW CUSTOMER:

Name: Phone/email:


15 DAYS DATE: - How are they enjoying their products? - Schedule a new member orientation DATE:

3-5 DAYS DATE: - Did they recieve their order?

- Do they have questions before getting started?

30-90 DAYS DATE: - Are they ready to reorder? - Introduce additional items based on neeeds.

- Ask for permission to follow up-assess future interest in earning as a Distributor.

NEW CUSTOMER:

Name: Phone/email:







NEW CUSTOMER:

Name: Phone/email:







F O L L OW U PNEW DISTRIBUTOR:

Name: Phone/email:

FIRST DAY DATE: Welcome to team with: note, text or call

15 DAYS DATE: Hold a planning session - 3-way calls with your mentor/60 second invite - Invite to Grand Opening

3-5 DAYS DATE: Go through New Distributor Kit,download Shaklee ConnectTM app Get started in Shaklee University Set up PWS , Facebook announcement Make a list of names of potential team members and customers - Circle 5 to call every day

30-90 DAYS DATE: Plug into team training Set up time to call weekly for accountability and guidance Attend events.

NEW DISTRIBUTOR:

Name: Phone/email:

FIRST DAY DATE: Welcome to team with: note, text or call

15 DAYS DATE: Hold a planning session - 3-way calls with your mentor/60 second invite - Invite to Grand Opening

3-5 DAYS DATE: Go through New Distributor Kit,download Shaklee ConnectTM app Get started in Shaklee University Set up PWS , Facebook announcement Make a list of names of potential team members and customers - Circle 5 to call every day

30-90 DAYS DATE: Plug into team training Set up time to call weekly for accountability and guidance Attend events.

Healthprint is a tool of engagement to attract new people and develop future relationships.

SHARE:Confirm your prospect received the Healthprint Assessment, and Commit to a scheduled follow up date. Suggest once they Complete the Assessment, they make their selection and you will follow up to review. Distributor: If I sent you a link to complete a personalized health assessment would you be willing to spend a few minutes to complete it? Prospect: Yes I would! Distributor: Great! Do you think you have time to complete that today? It will only take a few minutes. Prospect: Yes I can. (or they will say when they can complete it by) Distributor: Would it be ok if I called you tonight around 9pm to review and answer any questions?

TIP: The Comprehensive plan provides the most product to meet their health goals and offers the best value withFree membership and a Free cleaning product. Also, reinforce there is a money back guarantee.

ENGAGE:Let’s review your Healthprint together and your personalized nutritional recommendations. Was there anything that surprised you? How do you feel about your health and diet scores?

Use the answers to the questions in the Healthprint Assessment to engage in conversation and follow up. Sample Scripts:I thought you might be interested in learning more about…”healthy aging” as I noticed on your Healthprint Assessment thatwas one of your goals…we are having a Health chat next week on that topic...Since your Healthprint indicted you are concerned with….. I recommend you start with the Comprehensive plan whichaddresses this most completely...

SHAKLEE HEALTHPRINTSHARE • ENGAGE • FOLLOW UP

PRODUCT RECOMMENDATION BASED ON:

HEALTH GOAL PRODUCTOverall Health Vitalizer™ (Basic and Advanced), Life-Strip (Comphrehensive)

Healthy Heart OmegaGuard®

Joint Comfort Joint Health Complex

Strong Bones OsteoMatrix®

Healthy Aging Vivix®

Immune Support NutriFeron®

Sharp Memory and Focus MindWorks®

More Energy Shaklee Life Energizing Shake™

Healthy Digestion Optiflora® Prebiotic and Probiotic Complex

Weight Loss Shaklee 180® Turnaround Kit

Better Sleep Gentle Sleep Complex

Stress Reduction Stress Relief Complex

Staying Fit Shaklee Life Energizing Shake™

FOLLOW UP:Ask for permission to Follow Up and for preferences: Text, phone, email.

TIP: For consistent, steady follow up, send health related information from the “Naturally Blog”. These articles and information are provided by our Shaklee Science Team.

Ask if you can send a Healthprint link to their family members and contacts.

Use a simple Follow Up system to provide consistent service and support for reaching and maintaining health goals:

For additional scripts to download visit Shaklee University in MyShaklee.com to complete the Healthprint module.

NEW PROSPECT:

FIRST DAY Thank you: card, email, text, blog info

3-5 DAYS - Did they complete Healthprint - What did they like best? - Suggest next step

15 DAYS - Suggest time to review their recommended Healthprint nutritional plan.

30-90 DAYS - Introduce your Upline via a 3-way call or meeting. - Invite to a Shaklee event - Send “Naturally Blog” info and articles - Check-in on their interest level and circumstances

NEW CUSTOMER:

FIRST DAY Thank you: card, email, text, blog info

3-5 DAYS - Did they recieve their order from Healthprint? - Do they have questions before getting started? - Suggest next step

15 DAYS - How are they enjoying their products? - Schedule a new member orientation.

30-90 DAYS - Are they ready to reorder? Suggest AutoShip - Introduce other items based on their needs - Send “Naturally Blog” articles and info - Ask for permission to continue to follow up to check in on their interest level in earning as a Distributor

1 16-SU0810_1 Share

SCRIPTS:INVITE SCRIPTINITIAL INVITE:

Shaklee just launched a personal health assessment tool. I’m excited to share it as it’s a simple roadmap to help you reach your personal health goals.

It’s super easy to complete - just answer 20 quick questions about your daily eating and lifestyle habits and choose your top 3 health goals. It only takes 3-5 minutes to complete, and provides you with personal lifestyle and diet suggestions to help you reach your goals based on your budget.

I’ll send you the link. Once you complete the assessment you will be given options to purchase a customized plan. Keep in mind the Comprehensive plan gives you the most value and support in reaching your health goals. Let’s set a time now, to review your selections.

HEALTH ASSESSMENT RESULTS:

Provide information to support their health goals.

Click “read more” and “learn more,” to discover our New Blog: Naturally- Your Resource for a Healthier Life™. It has a wealth of information that our doctors and scientists have provided to help you discover more about how to reach your health goals.

SHARE

3 16-SU0810_1 Share

SCRIPTS:WHAT TO SAY WHEN INVITING“I wanted to reach out to you because you have often mentioned your health goals ...” OR “I was thinking about you after you shared the other day about _________(insert specific reason for reaching out to them)

TO A NEW CUSTOMER Hi _____, You expressed an interest in learning more about how you can improve your health. Please tell me more about that. (Listen carefully to what she/he says) I would like to offer you the opportunity to fill out the Healthprint™ Assessment. It will provide you with some guidance on where to improve your diet and lifestyle. And it will sug-gest some specific Shaklee products that will help you achieve your goals. Would you like to fill out the question-naire now with me or when you are at home? After you have your results, I want to go over them with you and answer any questions. I congratulate you for taking this step to improve your health.

CURRENT AND INACTIVE MEMBERSHi ______. This is ________, your Shaklee Health Coach. Do you have a minute? I have been thinking about you because _________ (insert specific reason) Example: “I know you are continually working on reaching your health goals. I’m excited to share what our doctors and scientists at Shaklee just introduced, a personal health assessment called Healthprint™. I’d like to send it to you to complete, it will provide a personalized nutrition plan.”

PROSPECTIVE BUILDERSHi _____, I am really excited to partner with a company that is always in the forefront of new innovation and technology. I wanted to share with you a new tool called Healthprint™. It enables us to extend our reach to more people through a personalized health assessment online. Now more than ever, Shaklee Distributors can provide quality health recommendations for prospects with prod-uct options chosen for them based upon the results of their Healthprint™ Assessment. It has never been more simple to get potential members started on Shaklee.

SHARE

1 16-SU0810_1 Share

SCRIPTS:INVITE BY SENDING A LINKDistributor: If I sent you a link to complete a personalized health assessment would you be willing to spend a few minutes to complete it? Prospect: Yes I would! Distributor: Great! Do you think you have time to complete that today? It will only take a few minutes. Prospect: Yes I can. (or they will say when they can complete it by)

Distributor: Once you complete it, you will receive a personalized nutritional plan. I can then assist you with recommendations. Would it be ok if I called you tonight around 9pm? Prospect: Yes! That would be great. (or arrange a time to follow up) Distributor: Where would you like me to send you the link? Email? Text? Facebook? Prospect: Email would be great! Distributor: Fantastic...I will send the link now and I look forward to going over your results with you tonight at 9pm!

SHARE

4 16-SU0810_1 Share

SCRIPTS:SHARE WITH...DISTRIBUTOR/TEAM MEMBERHi__________ Shaklee Healthprint™ is a way for you to connect with people without you feeling like you need to be a nutrition expert. It is professional, very complete, and will provide you and your customer a good guide on changes to diet and lifestyle and Shaklee supplement programs that would help the customer reach their 3 top health goals. Let’s set a time to get together to go over Healthprint. Does Tuesday or Thursday work for you?

PERSONAL TRAINERYour clients look to you for guidance on exercise and nutrition. I would like to introduce you to a tool that will add value to the service you already provide your clients. It is professional, very complete, and will provide you and your customer a good guide on changes to diet and lifestyle and Shaklee supplement programs that would help your client reach their 3 top health goals. Do you have time to meet with me Tuesday or Thursday for me to show you this awesome tool.

SHARE

CONTACT LIST ACTIVITY:

DATE:

NAME DATE LINK SENT PHONE NUMBER / E-MAIL

FOLLOW UP DATE

2ND CONTACT DATE

3RD CONTACT DATE RESULTS

1.

2.

3.

4.

5.

6.

7.

8.

9.

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1 16-SU0810_2 Engage and Follow Up

SCRIPTS:ENGAGE IN CONVERSATIONWere there any surprises you came across when completing the Healthprint™ Assessment?Tell me more about that… Tell me more…

HEALTH GOALSTell me more about your #1 Health Goal…Tell me more about #2…Tell me more about #3…

What did you think about the lifestyle recommendations?Are there any changes you want to make based on what you saw?Tell me more… Tell me more about that…

What did you think about the diet recommendations?Were there any gaps that you might find difficult to fill in?Tell me more about that…

Do you currently take supplements?(If so…) How did you choose?Would you like to understand what makes Shaklee so unique and different?Explain The Shaklee Difference and share the Landmark Study.

CALL TO ACTIONHow much do you think you spend on a daily basis on things that you know do not build your health; whether it’s the stop at Starbucks in the morning, stuff out of the machine at work, the fast food lunch, dinner out of a box or a can, snacks and sweets in the evening in front of the TV, etc.? (Pause until they give you a dollar amount…)

How much of that would you be willing spend on something that you know can enhance your health? (In many cases this will prompt them to agree to a higher number than what they originally answered on the questionnaire.)

Based on that let’s look at the 3 program recommendations and see what makes the most sense…Given the decades of research behind the HealthPrint recommendations do they make sense to you?Do you have any questions about the specific product recommendations?

ENGAGE AND FOLLOW UP


SCRIPTS:ENGAGE IN CONVERSATIONCALL TO ACTION (con’t)As you may recall, the Healthprint Assessment asked about your daily spending habits, and what amount you are comfortable investing in your health every day.

Based on that information the following has been recommended...

Let’s get you started today...



SCRIPTS:FOLLOW UPThe Treasure is in the ANSWERS to the questions on the Healthprint™ Assessment. Use the ANSWERS to engage in conversation and follow up, as they are your ASSETS for developing relationships.The email with their results provides you with the information needed to stay in touch. It gives you a reason to:• Invite to events• Recommend nutritional product solutions to support their health goals • Stay in touch and invite them to join your community for healthier living

Sample Scripts:

I thought you might be interested in learning more about…”healthy aging” as I noticed on your Healthprint that was one of your goals…we are having a Health chat next week on that topic….OrSince your Healthprint indicted you are concerned with…..I thought you might be interested in trying…………..OrI’m so glad you completed the Healthprint Assessment, and you are focused on your health. Now I can better help you with your nutritional needs and health goals.


SCRIPTS:LIFESTYLE AND DIET SCOREI would love to go over your Healthprint™ Assessment…….can we spend 10 minutes together?

DIET SCORE EXAMPLE:Your Diet Score shows you are already making positive choices for better health. The 3 key things to remember are:Based on your health goals (these will vary depending on their answers to the individual questions):1. Eat your veggies…at least 3 servings a day2. Include more fish……3. Eat 2 to 3 servings of fruit everyday……

Now, I realize, this may not always be convenient or easy to accomplish... which is why taking a nutritional supplement is often recommended to supplement your diet.

The reason I take supplements is to complement and balance my diet. orMany of my customers choose to take supplements, because it is not always easy to prepare the right foods every day for the daily recommended fruit and vegetable servings.

LIFESTYLE SCORE EXAMPLE:Your Lifestyle Score shows you are doing a lot of things right…. Additional recommendations for things to do are provided.

For example (varies depending on answers to questions):1. Energy pick-me-up2. Healthy outlook on stress3. Healthy sleep habits


Building to Director& Beyond

MONTHLY PV PLANNING

Workbook

2 Shaklee Monthly PV Planning Workbook

Executive Coordinator

DIRECTOR3000 PGV*

*2000 PGV is required for Director. 3000 PGV is recommended to build a solid organization and qualify for New Director’s Conference.

Senior Coordinator

Coordinator

Key Coordinator

Senior Key Coordinator

Senior Executive Coordinator

Master Coordinator

Presidential Master Coordinator

Senior Master Coordinator

Senior Director

Master Coordinator Starts with You... By Building to Director & Beyond


Building a Shaklee organization starts by first becoming a Director. When you build a solid Directorship, you start to build an organization that will be strong for years to come.

Next is duplicating yourself. By learning how to share Shaklee, you can then teach others to do the same. Develop a customer base and find Business Builders and invest time to teach them to develop a team.

The more you coach and develop Leaders on your team, the stronger your future. Remember to be patient. Stay focused on your future growth as it all starts with a solid foundation!

Included in this workbook are planning tools for you to reference as you approach each month, to plan activities to achieve your PGV Goals. We have interviewed Field Leaders, conducted pilot tests for feedback and now provide you with best practices for becoming a strong Shaklee Director and teaching others to do the same.

Wishing you Shaklee Success as you start your Leadership journey.

Elena Panos

Vice President, Training

Building to Director& Beyond


MONTHLY PV PLANGUIDE:

Use this guide to teach others how to generate a monthly plan of activities to achieve3000 Personal Group Volume (PGV).

Now that you’ve set your goal on Director, I’d like to show you how to make a plan to generate the PV requirement for Director Level.

Even though the minimum requirement in our Dream Plan is 2000, we recommend you set a goal of 3000 PGV in order to build a solid foundation for your future. The additional benefit of achieving 3000 PGV is it helps qualify you for a Car Bonus and the New Directors Conference at our home office in Pleasanton, CA.

So let me show you how this works. I invite you to grab some paper and follow along. We’re going to do a little math. Everybody ready?Here we go.

FIRST, let’s write down

PERSONAL USEWrite down 100 PV/month, this is the minimum monthly require-ment to earn bonuses.

Shaklee develops and produces remarkable products and all of them are based on a philosophy of Living in Harmony with Nature. They are made from ingredients that are safe, that work, and are sup-ported by scientific research.

When I discovered Shaklee products, I gradually replaced every product in my home for which there was a more natural Shaklee equivalent.

100 PV for personal use is very conservative, but let’s stay with that.

100 down and 1900 to go.

NEXT

IN-HOME EVENTS AND FACEBOOK EVENTS are effective ways to build your business. They feature interesting topics such as How to Help Our Kids Have Their Best Year Ever, Healthy Home-Healthy You, I’m Dreaming of a Light Christmas Weight Loss Event, etc.

These events with follow ups can generate about 250 PV each.

So 250 PV X 4 weeks in the month = 1000 PV!

Now we’re getting somewhere.900 to go - Is Everybody tracking?

Next, one of our favorite activities is a conference call or web event that we call Health Chats.

HEALTH CHATSA Health Chat is approximately 30 minutes on a topic of particular interest. This topic should be of interest to people you know, so they will want to attend e.g., Stress, Energy, (i.e., Everything you wanted to Know About Energy... but Were too Tired to Ask - and other funsounding topics)

Here’s the best part, you don’t need to be an expert. Ask for testi-monials and select speakers who have dealt with a particular health issue – maybe a digestive issue, or immune system issue, or who have children that would benefit from sound nutrition, etc.

And they simply share their story.


HEALTH CHATS (CON’T)

Even our newest Distributors find it very comfortable to invite people to these events because they are short, the Distributors provide great information and explain the Shaklee Difference, and guests don’t feel pressured to buy anything.

After they hear the information, follow up with them. Typically you will get an order of 50 to 100 PV depending on their budget.

So if you invited 3 people a week:3 people X 100 PV = 300 PV X 4 weeks in the month = 1200 PV and you fly right over that 2000 PGV.

900 + 1200 = 2100

Now let’s start heading to 3000 PGV and qualification for the New Directors Conference.

INDIVIDUAL APPOINTMENTS— “Reach Outs”3-WAY CALLS(Healthprint consultations, Product Presentations, Business Presen-tations, etc.)

Appointments typically result in about 100 PV If you conducted 4 / month at 100 PV = 400 PV or more

These are only a few reach-out methods using product and health topics to generate interest.

MONTHLY PV PLANGUIDE:

Use this guide to teach others how to generate a monthly plan of activities to achieve3000 Personal Group Volume (PGV).

THE BUSINESS OPPORTUNITY

New Members can also have an interest in earning income. Always review and recap with 3 ways to join Shaklee:

USE: Use the remarkable products and become lifelong customers.

SHARE:Once you experience the benefits of Shaklee products, you will think of others you want to share Shaklee with and as a result you can earn enough to cover the cost of your products.

BUILD:You can build a substantial business and earn a career-level income.*

So now you have a system by which you can continually meet new people, some will become lifelong Customers and some will become business builders.

You are now on your way to qualify for the New Directors Conference!

Keep it up - BUILD IN DEPTH by coaching your Directors. Before you know it, you lead a team of Business Leaders and are advancing toward the rank of Coordinator and beyond.

You have joined a community of Business Leaders dedicated to providing a healthier life for everyone and a better life for anyone.

The PV shown for each activity above is an estimate. Shaklee does not have data showing the average PV generated by these activities.* Visit Myshaklee.com for current average annual incomes by rank.


USE: SHAKLEE PRODUCTS100 PV Personal Use The minimum monthly amount required to qualify for bonuses. Shakleeize your home to become

familiar with Shaklee products, use the products yourself, and experience the benefits. Monthly AutoShip is recommended.

SHARE: SHAKLEE PRODUCTS

IN-PERSON:100 PV Appointment to learn

about the productsMeetings with new people to share the benefits of Shaklee products. Ask questions to learn their needs. Suggest products based on what you have learned. Review the Shaklee Product Guide.

250-500 PV Appointment to learn about the business

Schedule meetings to share the business opportunity. Review the earning opportunity, the four ways to become a Distributor and the value of the Gold PAKs.

100 PV 3-Way Call A prospect is invited to a scheduled call with your Upline to explore options and learn about the product benefits and Business Opportunity. Start the call by introducing your Upline, highlight their experience and ability to answer any questions.

EVENTS:250 PV In-Home Event Host an in-home meeting for a smaller group to review Shaklee products. This event can be a

themed party.250 PV Business Launch Event Kick off a new business with a launch event. Invite guests to your business opening so they can

learn about Shaklee Healthy Nutrition and the Business Opportunity of Use, Share and Build. For those who cannot logistically attend, consider a virtual business launch event.

150 PV Trade Show Host a Shaklee branded booth/table at a wellness fair or industry event to meet prospects.250 PV Shaklee 180® Tasting This is a Shaklee 180 event for those interested in achieving and learning how to maintain a

healthy weight. At this event include samples of Smoothies, Meal Bars, and Snack Bars.250 PV Smoothie Workshop A fun smoothie event you can host at your home or a friend’s or Distributor’s home. Expand your

reach and meet new people, as others, in turn, host their own events and invite their friends. You provide the fresh ingredients and recipes for each person to prepare 7 meals, the workshop cost should cover your food costs. Your guests can come with a cooler and zip lock bags to bring home the Smoothie combinations.

HEALTH CONSULTATIONS:300 PV Health Chat A 30-minute conference call for prospects. Select a topic and invite people who expressed inter-

est in learning more. Share testimonials, health tips, and talk about the different ways Shaklee products can help. (e.g., smart choices for today’s women, healthy happy heart, helping children have their best year ever.)

250 PV Healthprint™Follow-Up

Help people reach their health goals with Shaklee Healthprint™ – our new digital assessment tool.Once the Healthprint Assessment is completed, FOLLOW UP to engage in informed conversa-tions with your prospects and Members to address their health goals and create a plan.

BUILD: FOLLOW UP & SERVICE200 PV Prospect Follow-Up Follow up with prospects to check in on their interest level. Ask for permission to keep in touch.

Share exciting updates and news to develop a relationship.200 PV Member Follow-Up Schedule time to touch base with existing Members and customers to provide service, answer

questions, and introduce new products.200 PV New Member

OrientationArrange a follow-up appointment with a new Member to review progress (results) and introduce other product categories. Review the earning opportunity and ask for referrals.

PV REFERENCE SHEET:ACTIVITIES TO GENERATE PV


SOCIAL100 PV Social Post Post photos on Facebook or Instagram to share your enthusiasm about a new experience,

product benefit, or lifestyle. Share “Before” and “After” photos and stories, e.g., weight loss, dif-ference in skin, or before/after cleaning results in your home, as a great way to attract interest. Only use claims used in Shaklee company labels and literature.

200 PV Facebook Event A Facebook event is a great way to engage a large number of people at once, and to reach those who you may not be able to meet in person. It is a themed series of posts that include photos chronicling a designated period. To create additional excitement, you may offer a special incentive to participate in the event. Monitor comments and reply to private messages you receive. Guests can join in and comment at any time.

200-300 PV Texting Blitz A great way to create new relationships. Get together with your team and make a list of 10 people, then write beside each name why you thought of them. As a group discuss each name, create a text, offer feedback, and send. This provides an ideal environment to ask questions, and the group can discuss how to respond to texts that come in as a result of the blitz. 90% of text messages are read within 3 minutes. Examples: “Hi was just thinking of you, would like to invite you to an event that I know you’ll enjoy.” “Hi I just came back from our Global Confer-ence and would love to share with you what I learned.” “Hi we just launched a new Healthprint™ assessment and would like to send you a link for your feedback.” Keep it short and simple, keep it real, and keep it going!

FITNESS STUDIOS500 PV Shaklee Integrated Wellness

Studio VisitMeet with studio owners to discuss the opportunity to earn additional income. Host a product sampling demonstration and/or talk at a studio with studio staff or member, share the value of the Gold Plus Studio PAK.

OTHER GREAT SUGGESTIONS200 PV Gift Fulfillment Program The Gift Fulfillment Program is an ideal way to provide a free product as a gift for participating

in a promotion. Gift recipient redeems their gift with their next order. (Available in U.S. only)

200 PV Incentives Offer a product promotion or 10% discount with a 100 PV order, etc., or contact new custom-ers and share the current company specials if applicable.

PRODUCTS TO BUILD VOLUME

750 PV Super Gold PAK Recruit business builders:Purchase of a Gold PAK offers a new Distributor a selection of the most popular Shaklee products plus business materials and a flash drive with tools to get them started.500 PV Gold Plus PAK

500 PV Gold Plus Studio PAK

250 PV Gold PAK

150 PV Shaklee Life Plan Recruit Members and customers:Introduce new customers to Shaklee with the purchase of a Life Plan andreceive free Membership.100 PV Shaklee Vitalizing Plan

50 PV Shaklee Essentials Plan

PV REFERENCE SHEET:ACTIVITIES TO GENERATE PV

One can also become a Distributor by purchasing a Distributor Kit for $49.95.


MONTHLY PV PLAN:MONTHLY PROJECTEDAUTOSHIP TOTAL:

MONTHLY PROJECTED PGV TOTAL:

ACTIVITIES TO GENERATE PVAPPROXIMATE PVUSELIST ACTIVITY WEEKLY MONTHLY PV

100 Personal Use100 Family & Friends

SHARE

100 Appointment to learn about the products

500 Appointment to learn about the business

100 3-Way Call250 In-Home Event250 Business Launch Event250 Trade Show250 Shaklee 180 Tastings250 Smoothie Workshops300 Health Chat300 Healthprint™

BUILD

200 Prospect Follow Up200 Member Follow Up200 New Member Orientation

SOCIAL

100 Social Post200 Facebook Event

300 Texting BlitzFITNESS STUDIOS

500 Shaklee Integrated Wellness Studio Visit

MISC

200 Gift Fulfillment Program200 Incentives

PRODUCTS TO CREATE VOLUME

750 Super Gold PAK

500 Gold Plus PAK

500 Gold Plus Studio PAK

250 Gold PAK

150 Shaklee Life Plan100 Shaklee Vitalizing Plan 50 Shaklee Essentials Plan






SHARE




BUILD


SOCIAL




MISC



750 Super Gold PAK

500 Gold Plus PAK


250 Gold PAK







SHARE




BUILD


SOCIAL




MISC



750 Super Gold PAK

500 Gold Plus PAK


250 Gold PAK







SHARE




BUILD


SOCIAL




MISC



750 Super Gold PAK

500 Gold Plus PAK


250 Gold PAK



Sunday Monday Tuesday Wednesday Thursday Friday Saturday Weekly Target# Reach Outs

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100 DAYS OF MONTHLY PV PLANNINGAction Plan—Monthly Activities

PV/PGV Monthly Goal

MO

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Results:



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Notes:

“Expect to win. The expectation will set a pattern for your accomplishment.”

~ Dr. Forrest C. Shaklee

©2016 Shaklee Corporation. Distributed by Shaklee Corporation, Pleasanton, CA 94588 16-326 (New 06/16)

Are you following Shaklee on social media?Like and follow our social communities to get the most out of your Shaklee experience!

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1 16-SU0823_Health Chat

HEALTH CHAT GUIDELINESPV GENERATING ACTIVITY

A Health Chat is about sharing stories of benefits experienced from using Shaklee products. Health Chat is an excellent way to follow up with Healthprint™—invite them to a call based on their health goal or area of interest.

These can be very powerful and easy to facilitate. Please be sure that stories shared do not claim that Shaklee nutritional products are useful in curing or treating any disease.

HEALTH CHAT CONFERENCE CALLS: Hosting Health Chat conference calls is a great way to introduce Shaklee products to new and existing Members and prospects. A Health Chat can be a either 3-way call or a 30 minute conference call with Guests listening to a product testimonial and health story. The best part is you don’t need to be a nutritional expert! This is a casual call in which you simply share health stories and testimonials. Even our newest Distributors will find it very comfortable to invite people to these conference calls because they’re short, informative and Guests won’t feel pressured to purchase product.

You may host a question and answer segment at the end, where people can ask specific questions. You may recom-mend certain Shaklee products depending on the answers and their HealthPrint™ Assessment results.

SELECT A TOPIC OF INTEREST: Select a topic of interest based on results from the Healthprint Assessments. Invite Guests to a call to learn more. Select topics closely related to Health Goals and information from the Healthprint. Make the topics fun, e.g., if the focus is on stress and energy, you could call it “Everything You Wanted to Know About Energy, But Were Too Tired to Ask!”

You can also ask friends and team members for suggested topics such as topics that are relevant to everyday life. You can alternate or repeat your topics every month.

A few examples of topics could include:• Healthy Nutrition for Children• Healthy Happy Heart• Healthy Skin


H E A LT H C H AT G U I D E L I N E SPV GENERATING ACTIVITY (CON’T)

SELECT A SPEAKER FOR EACH HEALTH CHAT CONFERENCE CALL: Reach out to your Upline or Mentor to help choose the right speaker for the topic you wish to cover in your Health-Chat. They will likely know more people in Shaklee, including your Upline, who may want to be a speaker.

Select someone who has dealt with a particular health issue, e.g., immune system, women’s issues, etc. Have them share their story and how Shaklee products made a difference in their health.

CONTENT OF CALL:• Have presenter share his or her health testimonial.• Include tips on making a few positive changes. For example: regarding their diet, reduce refined carbs and sugar

and add vegetables.• Talk about the different Shaklee products that helped them the most. (It’s almost always Vitalizer™ and the Life-

Strip because they offer such nutritional support.) Share how people feel better after 30 days!• Avoid disease claims for Shaklee products.• Talk about the Shaklee Difference and our money back guarantee. Allow time for Guests to ask questions.

EXAMPLES:“It’s important for me to consistently keep my blood pressure within the normal range. I’ve found that taking Shaklee Blood Pressure supplements along with exercise and smart diet choices, has made a positive difference for me.”

“I want to live healthy for as long as I can. I always feel good and have more energy when I take the Shaklee Life Strip. I also take great comfort in the Landmark Study, which showed markedly better biomarkers for people using Shaklee supplements than those using another multivitamin or no supplements.”

“Once I hit 40 I thought I was losing my mind! I always seemed to be misplacing my car keys and my phone, and with all the stress in my life, was even starting to forget the names of some of my colleagues at work. I have found that Mindworks® has helped improve my short term memory. I feel so much more mentally sharp, it’s great!”


H E A LT H C H AT G U I D E L I N E SPV GENERATING ACTIVITY (CON’T)

FOLLOW UP:• After Guests hear the information, follow up and ask if they enjoyed the call. Ask if they have any questions or

if they are interested in trying the featured products and/or receive further information. Talk about the Shaklee Difference and our money back guarantee.

• Ask if they’d be willing to meet with you over coffee to talk further.• For Guests joining the Health Chat who have not taken the Healthprint™ Assessment, send them a link and set

a Follow Up appointment to review their results.• Offer rewards for customer referrals – ask if there’s anyone else they know who may be interested in participat-

ing in a Health Chat or in taking the Healthprint Assessment.

“The Medical field is interested in treating disease. I’m interested in building health.”

~ Dr. Forrest C. Shaklee

MONTHLY PV PLANPROSPECT LIST

ACTIVITY:

DATE:

INVITEE REASON FOR INVITING? PHONE NUMBER / E-MAIL

1ST CONTACT DATE

2ND CONTACT DATE

3RD CONTACT DATE RESULTS

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1 2 3GOLD BONUS POWER BONUS VOLUME (PGV) BONUS

Personally sponsor earnSuper Gold PAK

Gold Plus PAK

Gold PAK

Each time you personally sponsor someone in your first 3 full months with a qualifying purchase, you earn points. Renew your eligibility for 3 additional months every time you move up in rank.

Earn a monthly bonus on the volume of product sales, generated by you and your personal group of members and distributors.

Super Gold PAK Gold Plus PAK Gold PAK New Distributor/Member Orders (Min 50PV)

=== =

15 pts10 pts

5 pts1-3 pts

2000 PGV = 1000 PGV = 250 PGV = every 15 pts =

4 5 starts at Sr. Director 6 starts at Sr. Director

RETAIL PROFIT BONUS FastTRACK PROGRAM LEADERSHIP BONUS(Price Differential)The retail profit that you make on product sales.You buy the product at one price, sell it at another—and you make the difference.

earn Up to 16%

Earn extra bonuses by reaching Business Leader ranks in a specific FastTRACK time frame in your first 36 months—

earn Up to $89,000on top of all other compensation.

50% FastTRACK Matching Bonuses to be paid to Original Sponsor. Directors can qualify for Matching Bonus.

Develop other Directors in your organization, earn a monthly bonus on their volume up to six generations under you, depending on your rank.

earn

7 starts at Sr. Director 8 starts at Coordinator 9 starts at Sr. Coordinator

CAR BONUS INCENTIVE TRIPS INFINITY BONUSYou can qualify to earn a Monthly Car Bonus for up to three years per Car Bonus Reward Program.

3000 PGV +1 Director =

200 pts =

You can earn exotic luxury trips each year, paid for by Shaklee. Earn points by doing the activities that grow your business.

Infinity Bonuses are earned monthly on the volume of eligible Leaders in your organization, based on your rank and the rank of your Leaders.

earn 10%-25% Infinity Bonus check match opportunity begins at Senior Key Coordinator.

$150$100$50

Up to 20%

$150

Up to 26%

Car Bonus

Dream Trip

Up to 8%

Dream Plan: How the Shaklee Dream Plan Works

Up to 12%Up to 4%

For full requirements see the Privileges and Responsibilities of Shaklee Family Members and the 2016-2017 Incentives Booklet at Shaklee.com/dreamplan_details.For 2015 average annual income by rank see the Shaklee Dream Plan brochure.

Documents

STEPS TO GETTING STARTED › files › ShakleeUMerged.pdfSchedule new-member appointments to review health goals and questionnaire. Start texting and sharing Shaklee with the Shaklee