monthly checklist, customer record & month end … · 2018-03-21 · new product launches or...

MONTHLY CHECKLIST, CUSTOMER RECORD &

MONTH END SUMMARY FOR LEADER’S

www.sharonhowat.co.uk

DATE TASK (example) NOTES

1st

Set up a Facebook Event for all your hostess booked in for parties

this month

1st

Set up a Facebook Event for all your online parties scheduled in

this month

1st Set up your own online party & start promoting it

1st

Promote your special offers on all social media

1st

Schedule this month’s training calls and team member 1:1’s

2nd

Monthly Team webinar - acknowledge top sellers and recruiters.

Update on month end points and anything else coming up, start

the momentum for the month ahead

10th Set up payday offers for those being paid on 15th

16th Team Leader 1:1’s – book them in for this week for final push

24th

Set up your opportunity event to be held day before month end

(FB recruiting event)

25th

Prepare your own special offers for next month (are there any

new product launches or offers you can use?)

25th

Set up payday offers for those being paid on 30th

25th Team Leader Group Training call/zoom/FB Live to sum up month

end and final push

MONTHLY CHECKLIST What is the monthly goal you need to achieve that you maybe, missed last month?

Your income goal?

Your business goal?

www.sharonhowat.co.uk

MONTHLY CHECKLIST What is your monthly goal you need to achieve that you maybe, missed last month?

Your income goal?

Your business goal?

DATE TASK (example) NOTES

www.sharonhowat.co.uk

MONTHLY SUMMARY

My Income Goal (for the month)

My Personal Sales Goal (for the month)

My Level Goal (for the end of the month)

Scheduled Event Dates Profit Earned

New Team Members that are active

End of Month Totals

Your Level Total Team Points

Total Team members for month Increase of members from last month

Personally sponsored members

Strongest team volume

2nd Strong team volume

Monthly Social Media Stats

Facebook Page Likes: Pinterest Followers:

YouTube: Google+:

Twitter: Blog Views:

Instagram: Email subscribers:

LinkedIn: Website Hits: www.sharonhowat.co.uk

CUSTOMER RECORD SHEET

www.sharonhowat.co.uk

CUSTOMER RECORD SHEET

DATE ORDER

DATE ORDER

Notes & reminder dates to re-contact (birthdays coming up? favourite products on offer etc.)

NAME: JOB:

ADDRESS:

FAMILY:

PHONE: HOSTED A PARTY?

BIRTHDAY:

ASKED THEM TO BE AN ANGEL? YES/NO (they sell products for you for cash or free product)

PARTNERS NAME & FAVOURITE PRODUCTS:

Discussed joining to save more money on products?