IBO Book - SF
6
TOOLS AND RESOURCES
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Invitations, Presentations and Referrals Tracker
Invitations to Events and Attendance Tracker
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
IndependentDistributor
IndependentDistributor
Monthly Sales Report (To fill everyday)
Forecast Invitations to Events and Attendance Tracker (To fill everyday)
Totalnumber of invitations (A) Invitations, Presentations and Referrals Tracker (To fill everyday) Month: Forecast Actual
IndependentDistributor
IndependentDistributor
IndependentDistributor
Totalnumber ofpresentations
Totalnumber of referrals
Totalnumber of invitations to meetings (A)
TotalAttendees tomeetings
NewDistributors (B)
Total attendees to trainingevents
NewCustomers (B)
A÷B
➙✓ 1
Month:
Forecast
Actual
Forecast
Actual
Forecast
Actual
A÷B
➙✓ 1
Actual Month:
Forecast
Actual
Forecast
Actual
Forecast
Actual
Status
(CorP)
TOTAL
Name:
TOTAL DAILY AVERAGE
Name:
Name:
DAILY AVERAGE
CustomerName
Source (WLC,WellnessEvaluation, TotalPlan,Referral,Shake Parties,NutritionClubs, CustomerParty,Level10)
VP
Totalnumberof invitations to meetings (A)
TotalAttendees tomeetings
NewDistributors (B)
Total attendees to trainingevents
Totalnumber of invitations (A)
Totalnumber ofpresentations
Totalnumber of referrals
NewCustomers (B)
DAY
DAY
A÷B
➙✓ 1
A÷B
➙✓ 1
Forecast
Actual
Forecast
Actual
Forecast
Actual
Forecast
Actual
GrossProfit (B-A)
SoldFor (£) (B)
BoughtFor (£) (A)
Status
(NorR)
Forecast
Divide thenumberof invitationsby thenumberofdistributors. Forecast Actual Forecast Actual Forecast Actual Actual
Status
Divide thenumberof invitationsby thenumberofcustomers.
(CorP)
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
1 2 3 4 5 6 7 8 9
(A)
(B)
(A)
(B)
=
=
Dividedby
Dividedby
average invitations.
average invitations.
Tohave 1newdistributor Ineed
Tohave1newconsumer Ineed
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49
average invitations.
average invitations.
Tohave 2newdistributor Ineed
Tohave2newconsumer Ineed
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 TOTAL
average invitations.
average invitations.
Tohave 3newdistributor Ineed
Tohave3newconsumer Ineed
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 TOTAL
average invitations.
average invitations.
Tohave 4newdistributor Ineed
Tohave4newconsumer Ineed
average invitations.
average invitations.
Tohave 5newdistributor Ineed
Tohave5newconsumer Ineed
Formula is the relationshipbetween thenumberof invitationsmade and thenumberof newdistributors you achieve.
Formula is the relationshipbetween thenumberof invitationsmade and thenumberof new customers you achieve.
COMMITTMENT
COMMITTMENT
Iwillhave daily customersby the endof
Iwillhave ofnewdistributorsby the endof
Inorder toachieve this Iwillmake invitationsperday.
Inorder to achieve this Iwillmake invitationsperday.
Signed:
Signed:
UK
UK
Total
C=Customer P=Prospect
N=New R=Repeater
UK
UK
UK
Daily number of invitations, presentations and referrals
Daily number of invitations to meetings/events and attendance This form will help you review how many invitations you need to make in order to get new Members. Fill this in every day, then at the end of the month you can see clearly how many invitations you need to make on average to get one new Member.
Monthly Sales Report Fill this in every day for a quick and easy way to record your actual sales each day. It also highlights the margin you get as a Member. It’s great to see where any patterns are generated and from which Business Method.
This form will help you review how many invitations you need to make in order to get new customers. Fill this in every day and at the end of the month you can see clearly how many invitations you need to make on average to get a new customer.
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
Proof No: A Date: 31/09/13
Total Earnings Report (Tofillmonthly)
Your Profit and Loss (To fillmonthly)
My House (Tofillmonthly)
IndependentDistributor
IndependentDistributor
IndependentDistributor
Month:
Name:
Name:
Name:
Month
Money In Total (£)
Month
£
TotalGrossProfit
Money In £
MoneyOut £
£
TotalRevenueFromMemberships
GrossProfit from sales
£ £ £ £
Rent
£ £ £ £ £ £ £ £
Roof 200VP -Personaluse
Revenue frommemberships Royalties&Commissions
Sampling
£
Royalities&Commisions
Communications**
£
Bonuses
Bonuses
Consumables*
Total
Printing
TotalVP
CarCosts
Profitbefore taxes
TotalNumberOfCustomers
OfficeMiscellaneous
Others
Total
RoomA 400VP -NewCustomers
RoomC 500VP 25% -NewDistributors
Month
Money In Total (£)
£
TotalGrossProfit
£
TotalRevenueFromMemberships
VP
Profit
VP
Profit
Month
£
Royalities&Commisions
Money In £
MoneyOut £
GrossProfit from sales
£ £ £ £
Rent
£ £ £ £ £ £ £ £
£
Bonuses
Revenue frommemberships Royalties&Commissions
Sampling
TotalVP
Communications**
Bonuses
Consumables*
TotalNumberOfCustomers
Total
Printing
CarCosts
Total
Profitbefore taxes
OfficeMiscellaneous
Month
Money In Total (£)
£
TotalGrossProfit
Others
RoomD 500VP 35% -SeniorConsultant
Total
£
TotalRevenueFromMemberships
£
VP
Profit
Royalities&Commisions
£
Bonuses
Month
Money In £
MoneyOut £
TotalVP
Total
GrossProfit from sales
£ £ £ £
Rent
£ £ £ £ £ £ £ £
TotalNumberOfCustomers
Revenue frommemberships Royalties&Commissions
Sampling
RoomB 400VP -RepeatedCustomers
Communications**
Total
Bonuses
Consumables*
RoomE 500VP 42% -QPandSuccessBuilder
Month
Money In Total (£)
£
TotalGrossProfit
VP
Profit
Total
Printing
CarCosts
£
TotalRevenueFromMemberships
Profitbefore taxes
OfficeMiscellaneous
VP
Profit
Others
£
Royalities&Commisions
Total
£
Bonuses
TotalVP
*Electricity,water, cups, straws,napkinsetc **Cellphones, landline, internetcosts, fax,websitecostings
Total
Total
TotalNumberOfCustomers
UK
UK
UK
Monthly Total Earnings Report Using this gauge will help you see how your income is generated so you can see the growth of your business over time. Update it monthly, including all of your areas of earnings.
Monthly Profits and Costs Report Fill this out monthly. This gauge is important as it tracks your spending each month – make sure you keep a note of what you spend every day so you can get a realistic overview at the end of the month.
House Gauge This gauge is useful for an overall analysis of your business – helping to create a balanced business. How much time do you spend in each room? What areas could you improve upon?
Time to Take Action! • Attend as many of your Sponsor’s Business Method meetings as possible, to learn and gain the confidence to run your own. • Set your goals. • Start organising a Grand Opening Party/Shake Party to let friends and family know all about your new exciting Herbalife Business. • Use social media – Start building your online community. This is a great way to attract potential customers, find new and form closer relationships with your existing customers; eventually converting them to loyal customers and Members.
• Tracking your customers – put something in place now to help you successfully track your customers. This will help with the all important FOLLOW UP. • Ask your customers for referrals. • Download the gauge forms on MyHerbalife.com so you can track your business performance and cash flow.
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