MONTHLY CHECKLIST, CUSTOMER RECORD &
MONTH END SUMMARY FOR LEADER’S
www.sharonhowat.co.uk
DATE TASK (example) NOTES
1st
Set up a Facebook Event for all your hostess booked in for parties
this month
1st
Set up a Facebook Event for all your online parties scheduled in
this month
1st Set up your own online party & start promoting it
1st
Promote your special offers on all social media
1st
Schedule this month’s training calls and team member 1:1’s
2nd
Monthly Team webinar - acknowledge top sellers and recruiters.
Update on month end points and anything else coming up, start
the momentum for the month ahead
10th Set up payday offers for those being paid on 15th
16th Team Leader 1:1’s – book them in for this week for final push
24th
Set up your opportunity event to be held day before month end
(FB recruiting event)
25th
Prepare your own special offers for next month (are there any
new product launches or offers you can use?)
25th
Set up payday offers for those being paid on 30th
25th Team Leader Group Training call/zoom/FB Live to sum up month
end and final push
MONTHLY CHECKLIST What is the monthly goal you need to achieve that you maybe, missed last month?
Your income goal?
Your business goal?
www.sharonhowat.co.uk
MONTHLY CHECKLIST What is your monthly goal you need to achieve that you maybe, missed last month?
Your income goal?
Your business goal?
DATE TASK (example) NOTES
www.sharonhowat.co.uk
MONTHLY SUMMARY
My Income Goal (for the month)
My Personal Sales Goal (for the month)
My Level Goal (for the end of the month)
Scheduled Event Dates Profit Earned
New Team Members that are active
End of Month Totals
Your Level Total Team Points
Total Team members for month Increase of members from last month
Personally sponsored members
Strongest team volume
2nd Strong team volume
Monthly Social Media Stats
Facebook Page Likes: Pinterest Followers:
YouTube: Google+:
Twitter: Blog Views:
Instagram: Email subscribers:
LinkedIn: Website Hits: www.sharonhowat.co.uk
CUSTOMER RECORD SHEET
www.sharonhowat.co.uk
CUSTOMER RECORD SHEET
DATE ORDER
DATE ORDER
Notes & reminder dates to re-contact (birthdays coming up? favourite products on offer etc.)
NAME: JOB:
ADDRESS:
FAMILY:
PHONE: HOSTED A PARTY?
BIRTHDAY:
ASKED THEM TO BE AN ANGEL? YES/NO (they sell products for you for cash or free product)
PARTNERS NAME & FAVOURITE PRODUCTS:
Discussed joining to save more money on products?