 The coach office is a site that keeps track of pretty much everything that has to do with your business.  It also has excellent training and support.

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Presentation transcript:

 The coach office is a site that keeps track of pretty much everything that has to do with your business.  It also has excellent training and support tools to help you build your business.  To access your Coach Office, go to teambeachbody.com, click on the “Coach” tab, and then on “Coach Online Office.”

 On the Home Page, you will find your rank, qualification status, sponsor, upline Diamond and Star Diamond, team volume, and personal volume.  You will also see “Alerts” in the bottom left hand corner.  This is where you can see how many new coaches, coaches projected inactive, rank changes, new customers, etc. during that week.  On the right side of the page you will see some coach news along with some new videos.

 The first thing that you will want to do is go through the “Getting Started” tab.  Under “Getting Started,” select “New Coach Welcome” and watch the 3 videos and go through the 6 tutorials.  This is very important!  Next, click on “Forms and Documents,” and this has pretty much all the forms and documents that you will need in this business.  Product links, transfer forms, cancellation forms, etc.

 Next, click on “My Profile,” and you will find your information, along with your coach ID number, which you will need to memorize.  Update your Social Networking sites down at the bottom.  The last part under “Getting Started” is “My EFT Management.”  Make sure you update this so that you can have your commissions directly deposited into your account instead of by mail.  If you use mail, not only does it takes about 3 weeks, but they charge you a processing fee.

 The next tab is “My Websites,” and this is where you can personalize your Beachbody Coach and My Shakeology sites.  The Beachbody Coach site is where customers can go to purchase any product or sign up as a coach.  The My Shakeology site is where you direct people to learn more about Shakeology and order it.  For each site, make sure you put your name, contact information, and post a picture.  See next slide.

Upload picture here Site URL is always

Where people can make you their coach Where people can go to become a coach Where people can go to shop for products

 Under “Sales and Marketing,” select “Team Beachbody Mall”  As you can see, this is where you can order business cards, clothing, bags, signs, and other accessories.  Next, select “Logos.”  These are the logos that you can save to your computer and upload them to your website.

 Next, select “Web Tools” under the “Sales and Marketing” tab.  This is where you can learn how to create your Facebook Store, add professional banners to your website, and add desktop backgrounds.  For the “Professional Ad Banners,” click on the proper program or product, select which banner you want, and then copy and paste the code in the “HTML” section of your website post or page.  See next slide.

Copy code and paste it in HTML section when in Edit Page or Edit Post

 Under the “My Business” tab, select “My Preferred Placement.”  Preferred Placement allows you to place people properly in your downline.  See the Placement Strategy Training.  Under “Placement Type” you can choose either “Automatic Placement” or “Set Preferred Placement.”  If you choose automatic, the system will place coaches where it feels you need it.  I advise against using automatic placement.  If you choose to set preferred placement, you will have to put the Coach ID number of the person you want to place them under, and then select which of their legs to place them on.

With the way I have it set up, I have set preferred placement to the left leg of Coach Don’t forget to save!

 There might be times where you can’t change your preferred placement quick enough, causing someone to be placed in the wrong position.  If this happens, Coach Relations immediately at and tell them exactly where you want that coach to be  You have 3 days after the coach signs up to make a position change.  After you send an , you will get an incident number back, and once you do, call Coach Relations at so they can get the move taken care of immediately.  After you talk to Coach Relations, go back and MAKE SURE they were placed properly!

 Next, select “My Downline” under the “My Business” tab.  There are 5 categories in “My Downline,” and select the first, “Graphical Genealogy.”  This is where you can view your entire downline, and is another way (easier) to set preferred placement.  See next slide to learn how to set preferred placement.

(1) Click “Go to Bottom Right” or “Go to Bottom Left” (2) Click on either the left or right guy, depending on where you want to place the coach (3) If I click on the right leg of Jared, all this information will be automatically filled out, and my preferred placement will be set. Click save.

 The next 3 sections under “My Downline” are self explanatory, and the one to focus on now is “Sponsorship Drilldown.”  In here, you can view your PS coaches and 3 levels down.  This section is CRUCIAL when you’re in the 6 week qualification for Diamond and above.  You can keep track of who’s active, inactive, projected inactive, and make sure coaches have enough volume points for you to qualify for one more week.  Remember, in order to qualify for a lifetime Diamond rank, you have to hold that rank for 6 weeks straight.

 Under the “My Business” tab, select “My Customers.”  You have two dropdowns, “Customer Search” and “Advanced Customer Search.”  With customer search, you can obviously search for certain customers, but this is also how you will send a bulk to your customers.  Click on “Show Report,” “Send Bulk ,” and then “Click here to compose an .”  This is what I use to send my “Weekly Coach Check-In.”  With advanced customer search, you can filter certain customers by selecting program or products used, specifying certain dates joined, location, Home Direct, etc.

 The next 4 under “My Business” are self explanatory, so next is “Qualification Programs.”  You will now see “Success Club” and “Shakeology Customer Program.”  “Success Club” is where you can go to find out if you’re on track to reach Success Club for the month.  It tells you the amount of points you have.  “Shakeology Customer Program” is where you can find out if you have everything you need to qualify for the leads or not.  If you qualified for Success Club 5 or 10 from the previous month, you will receive Shakeology leads from Beachbody, and you will earn the initial commission on those orders.

2 Points for each coach you get on 90 VP of Home Direct orders 1 Point for every customer that you get on 90 VP of Home Direct orders Find out if you have everything you need to qualify for Success Club

 Under the “My Desk” tab, you can access your calendar, , create and send an ecard, search and import contacts, along with print labels.  In the “My ” section, go to “Settings” and make sure you forward all your s to either a Yahoo or Gmail account.  Also, make sure you create a signature that DOESN’T include any links. If so, then your might go into Spam.

 Next, click on “What’s New” under the “News and Training” tab.  On the left you will see a dropdown with 5 different categories, and it’s important that you make sure you go through each of these, especially “News Updates” and “F&Q.”

 Click on “The Basics” under the “News and Training” tab.  Since you already went through the “New Coach Welcome,” the next thing you need to go through is “Shakeology.”  This is where you can learn how to successfully build your business using Shakeology.  “Webinars / Conference Calls” is where you can find upcoming trainings and listen to recorded webinars and calls.  “Product Training” is important to go through so you have a basic knowledge of all the Beachbody products.  “Coach/Company Policies” is important, and you need to make sure you go through this entire section.

 The Game Plan is Beachbody’s training system, and it’s important that you understand it.  Click on “Game Plan Training” under the “News and Training” tab.  Go to “Learn the Game Plan” and go through each of the 10 commitments for success, and listen to the audio and watch the video. Be sure to complete any readings as well.  Next is “Teach the Game Plan.”  Duplication is very important to your success, and that means you have to train your coaches on how to use the Game Plan properly.

 Make sure you go through both the “Business Development” and “Personal Development” sections.  Next is the “Meeting Resource Center.”  The resource center has a TON of information about how to start fit clubs, business briefings, home parties, and some excellent business presentations that you can use and embed on your website.  Next, go to “Events.”  You can find all the Corporate and local events in this section.  The one event that you have to make it to is the Summit!

 Next, go to “Events.”  You can find all the Corporate and local events in this section.  It’s important that you make it to as many local and corporate events as possible.  Not only do you need it for proper training, but to lead by example.  If you want your coaches to attend events, you have to attend events.  The one event that you can’t miss is the Summit!  Excellent training, great speakers, recognition, and just having a great time all takes place at the Summit.  It’s THE event of the year!

You can filter event locations by state Go here to find all the upcoming corporate events Go here to learn more about the Summit

 We’re going to skip “Teamwork” because they really don’t update that section too often and go right into Success Club.  Go to the “News and Training” tab and then “Success Club.”  If you don’t focus on Success Club, you aren’t building your business properly.  Success Club is what you should aim for every single month!  It’s what allows you to qualify for the trips, Shakeology leads, along with Elite and Top Coach recognitions.

Click here to learn about Success Club Learn all the details about how to qualify

Learn about the trips and how to qualify to be an Elite and Top Coach Check the leader boards each month to see where you stand

 The last tab is “Video Library.”  This is where you can get the code for any video that you want to share with others.  There are videos about Shakeology, different programs, the coaching opportunity, training, events, success stories, and recognition.  They also have a section called “Downloadable Videos.”  This is where you can download a video to use on a PowerPoint, your computer, etc.

This is where you can get the code to copy and paste into the HTML section when editing a page or post Select which video you want to embed. The one I use most often is the “100 Doctors Don’t Lie”