1. Utilizing Office In Motion to Set Your Organization Up for SUCCESS
Terri Miller
Presidential Business Leader

2. Inspect what you expect…

3. Inspect what you expect…
Then promote and train on what you want

4. Choosing not to “see” and “know” will take choices away from your growth

6. Would you like to plan your destiny with this amazing vehicle Take Shape For Life?

7. Trust, there is a way…

8. Look for Markers that Support Our Model
Coaches PV
Personal Volume
New Clients with a FIVP
Fully Integrated Variety Pack
20 Boxes and HoH System
Certified Coaches
Sr. Coaches growing to Manager
Managers growing to FIHCs
FIHCs growing to FIBCs
Clients converting to Coaches
Locations of Coaches in the U.S.
Coaches attending events

9. Growth markers to look for…
# of New Clients coming into your organization each day/week/month
# of New Coaches coming into your organization each month
New Coaches earning their CAB
GV Daily
# of Sr. Coaches and/or EDs
Coaches continuing to hit their rank

10. What do you do once you have the knowledge?
Knowledge gives you a “Current Reality” of your organization
Plan training topics in weak areas
Conduct events to support areas where growth is needed
Reach up to your Mentorship Team for guidance and support

11. FYI: Data on Contact Report
“Entry Date” = New Clients
“Activation Date” = New Coaches
“Format Key” - you can filter anything and any way you need
Genealogy – sorts in order of who sponsored whom
Business Coach – lists who the sponsor is
Global Director – lists who the 1st Global by title is

12. Tools within OIM Reports to understand patterns Saved Reports
Ecards – s

13. Terri’s Fav Reports Contact Report BeSlim Report Qualification Report
Report saved to show who is tracking
How many new Clients/Coaches
PV of New Clients ($322 threshold)
Certified Coaches (leads)
BeSlim Report
Qualification Report
To see the new EDs coming up
Tree View
Monthly Comparison Report

14. Questions?