1. Coaching & Field Development
Coaching, Counseling, and Corings

2. Getting Started Follow-up #1
Review Shop.com
Shopping Advisor
Review Shopping Annuity
Shopping Assessment
Review Goals and set a work schedule
Get organized and set expectations
Review UnFranchise.com
Set calendar
Create tasks, objectives, and timelines

3. Getting Started Follow-up #2
Review their Why
Open the “Box” (SUB KIT) and review it’s contents
Set Dates for Grand Opening
Set Dates for Product Preview
Set Dates for Home Business Presentation
Set Webinar Overview
Review Possibilities List and Top 10 with Bio Sheets
Review events and sell tickets to next events
Connection Workshop

4. Weekly Coaching Calls

5. Up Front Agreement New UFO’s Goals CORE Values
Expectations for UFO and Expectations for the Leader
Objectives of the coaching calls
Establish the line of communication
4 Things We Do
Use Product
Sell Product
Expand Distribution
Attend and Promote the Events
JR’s 5 Keys

6. Weekly Coaching Call #1 Connections and Reach Outs (Why)
Methodology (What): communication method, what to say, etc.
Possibilities (Who)
Sources
Geographies
Qualities
Interests
Engagement (How)
Conversations and F.O.R.M.
Do NOT talk about your business!

7. Competency & Benchmark
How to add new possibilities
How to engage in conversation
How to LISTEN
2 Reach Outs per day, EVERY DAY!
60 Possibilities will be developed per Month

8. Weekly Coaching Call #2 Who did you connect with? How did it feel?
What did you learn?
Do any of them appear to have a want, need, don’t want?
Choose 1 Product to expose and promote
What products do you love and why?
What instant gratification product do you love?
What might be the system to expose this product and talk about it?

9. Competency & Benchmark
Creates belief, cash flow, and ticket funding
Put samples or this product on Autoship
How to share information about a product
How to use samples or instant gratification product
How to place an order
How to register a Preferred Customer
How to Create a Sales Receipt
How to update Autoship
Goal: Sell 1 product to 10 people

10. Weekly Coaching Call #3 Share and Review the Approaches
Product
Direct
Referral
PAIN
Discuss the Inviting Formula
How does it sound? What does it look like? What is the method?
Who are we approaching? How are we approaching?
WHY are we approaching?

11. Competency & Benchmark
Role Play each of the Approaches
What approach feels most comfortable?
Approach and Invite 3 per week (12 /mo)
Schedule 1-3 Appointments per week (4-12/mo)
REMINDER
Connect & Engage
Approach & Invite
Share Information & Present
Follow-up Appropriately

12. Weekly Coaching Call #4 Tickets produce Residual Income
Share Power Profiles from Events with Power of Tickets
Build VALUE in the ticket.

13. Competency & Benchmark
Tickets=residual income.
Tickets = THEIR WHY!
Sell 1-3 tickets to them for next Local
Sell 1-3 tickets to next Regional/District (if applicable)
Sell ticket to the next Major event
Have them hold the ticket and share their Why/30 sec-2 min commercial
Do they believe this ticket is the ticket to their goals (time & financial freedom)?

14. Weekly Coaching Call #5 Follow-up on calls 1-4
4 Step Follow-up Process
Product
Plan to 2 “B Levels”
Professional Development (attend GMTSS event)
Pre-Registration

15. Competency & Benchmark
Follow-ups and Tracking
Who are we following up with?
What are their next steps?
Sell tickets to people in the process

16. Weekly Coaching Call #6 Understanding Basic UFMS Reports
What is important to look at and when?
Review Shopping Annuity
Revisit Shopping Assessment
Revisit Shopping Advisor
Review Master UFO Program
Goals and moving forward for next 4-6 weeks

17. Competency & Benchmark
How to check reports
When to check reports
What to look for in reports
Take the Basic 5 Diagnostic Test
Do they have their next 3-6 months scheduled in their calendar?
Are they on track for Local Challenges?