1. all brands presentation August 7, 2018

2. Today’s agenda Mid-Year Update from Sr. Vice President Steve Kwon
MTT Contest Update
Soft Credit Submissions
Policies & Procedures Update
Lead Source Update
FDD Initial Letter & Brochure
Winner’s Circle Letter
New Video Campaigns For Each Brand
Pre-MTT Video Assets
RoundTable

3. Mid-Year Update from Sr. Vice President Steve Kwon

4. Status Update For 2018 Deposits By Brand - 2018 Brand Jan Feb Mar Apr
May
Jun
Jul
Total
Monthly Goal
Year Goal CT 6 5 7 3 4 2 34
5.2 60 FC 1 18
6.4 52 PW 26 TB 8
3.2 24 GC 13
3.4 30
Totals 9 15 20 11 17 12 99

5. Total Suspects in 2018 (Feb includes open suspects from January)
Status Update For 2018
Total Suspects in 2018 (Feb includes open suspects from January)
Feb
Mar
Apr
May
Jun
Jul
Aug
Grand Total
Caring Transitions
820
882
931
938
1,026
1,164
240
6,001
Fresh Coat
1,151
721
741
922
1,081
946
198
5,760
Growth Coach
1,138
553
311
447
546
349
149
3,493
Pet Wants
107
509
548
556
868
951
312
3,851
TruBlue
347
382
357
339
355
485
140
2,405
3,563
3,047
2,888
3,202
3,876
3,895
1,039
21,510

6. MTT Contest Update Rules
Names
MTT Scheduled
MTT Attended
Predicted Totals
Bobby Ullman 1
John Byron
Kim Keighley
Bob Heine
Ulysses Lutz
Garret Hinojosa
Jon Smith
Jeff Bateman 2
Betsy Kuhr
Daniel Kramig
Max Smith
Dustan Bray 4
Karin Laine
Totals 12 16
MTT Contest Update
Rules
1 point for every group/partnership of yours that attends an MTT in August or September.
Any MTT’s already on the books for August or September will count.
Must actually attend the MTT in August or September.
Must be an in-person MTT
Only Actually Attended MTT’s Will Count!

7. Soft Credit Submissions
What we need to submit is:
First & Last Name
Current Address
Birthday
Starting immediately, all leads that submit a CQ should be submitted for a soft credit check.
the candidate’s information directly to Joe LoRe at

8. Policies & Procedures Update
We are in the middle of rebuilding the Policies & Procedures to be more useful.
You will see the modifications to the Procedures listed in RED.
Please review the entire document and let us know what questions you have or what areas still need more explanation.
Here are some key things to be aware of:

9. P&P reminder 1 – Contacting Suspects
Process for Attempting to Contact a Suspect
When a new suspect arrives, all Sales Reps are to follow this routine to attempt to contact. Notice that all reps should revisit contacting suspects that they have had no success at the 18 days mark for 3 more attempts. 1
Day 1 – First Call; If there is no answer, leave a voice mail, send a follow-up text (examples later), and send an . 2
Day 2 – Repeat steps from Day 1, including another vm, text, and . 3
Day 4 – Repeat steps from Day 1, including another vm, text, and . If still no response, reschedule call in two weeks (Day 18). 4
Day 18 – Repeat steps from Day 1, including another vm, text, and . 5
Day 20 – Repeat steps from Day 1, including another vm, text, and . 6
Day 30 – Repeat Steps from Day 1, including another vm, text, and . If still no response after this attempt, lead goes to continual drip campaign.

10. P&P reminder 2 – bad contact info
Disconnected Line - Discontinue after call 2 – Disqualify as “Bad Contact Info”
VM not set up - Discontinue after call 3 – Disqualify as “Bad Contact Info”
VM Box full - Discontinue after 3rd attempt – Disqualify as “Bad Contact Info”
Wrong Number - Discontinue after call 2 – Disqualify as “Bad Contact Info”
Hang Up - Discontinue after call 2 – Disqualify as “Hung Up On Me”
ALWAYS attempt an if the phone number does not work!
ALWAYS mark why the suspect was bad contact info in the CRM activities/notes so that we can obtain refunds!

11. P&P reminder 3 – When to Qualify
Qualifying Suspects
It is important that every Sales Rep fully understands when to qualify a suspect in the CRM. Qualifying a suspect happens when you:
Can actually connect with the individual
They seem interested in investing in their own business
They are looking for information about options currently
You should not wait until you receive a CQ application or later to move them to qualified in the CRM. This helps get them in the pipeline and know that our source reached a legitimate candidate, even if they do not progress far. We may remove lead sources that look like they don’t end up creating many leads.

12. Finding On-Hold or Disqualified Suspects

13. P&P reminder 4 – Meet the Team
Being on the same page.
It is important to contact Paula regarding MTT’s for the following :
When an MTT has been scheduled
Any itineraries or approvals without itineraries
When any cancellations or changes to an MTT occur

14. Policies and Procedures full update
We will be scheduling a full meeting to review the policies and procedures, and will be sending out the new version in the next week or two.
We will also be offering FRM trainings to go with the completion of an updated FRM guide.
It is important that all reps understand what is expected day to day when working with candidates. :

15. Lead Sources
All New Suspects Are Added by Paula.
Franchisee Referrals must complete the online form in order to receive credit. There are other stipulations such as the person not already being in the system as a lead.
Treat all lead sources equally. We see huge variation from rep to rep.
Facebook leads to have additional question soon
Recently added BetheBoss, and new LinkedIn Partner to generate more leads.
When we start a new lead source such as Betheboss, we are trying to assess the validity of the campaigns within one or sometimes two months.
There are many ways that suspects enter our system, this is a quick overview of some key aspects of sourcing.
It is important to understand key details about lead sources.

16. fdd initial letter
A New Letter for All Brands to send right before the link to the FDD.
Also a beautiful, printable brochure version that can be sent as an attachment.
Also revamped the send document to help guide the candidate.
Goal is help guide them through what the FDD is for, and help them properly submit and sign their review.

17. Winner’s Circle Email Template
Every Brand has a new template in FRM called “ Winner’s Circle Introduction ”
It is a personal letter from your brand’s president, inviting them to the Winner’s Circle.
Please make sure to include this in your lead process.
Winner’s Circle Template

18. New Video Campaigns New 30 Second Videos for Each Brand
Used in Advertising on LinkedIn, Facebook, Instagram YouTube, and will be in other assets as well.
Already having an impact in reducing cost per suspect for LinkedIn, and providing content variety for Facebook.
We will now show you some examples

19. New Video Campaign Links

20. pre-MTT Video Assets 4 Videos for Each Brand
-President Introduction / Overview
-Marketing
-Operations/Training/Support
-Technology
Each video will be ed to leads preparing for MTT.
Goal is amp up and excite them about attending MTT, boost attendance, and create more touch points.

21. Pre MTT TruBlue Links
Overview: Public (P:) > Marketing > MTT Video > TruBlue > TB – MTT Intro Video 3
Marketing -
Operations / Training / Support
Technology -

22. Round Table
Other News?
Questions?
Next Steps?

23. Thank you!