We strongly encourage you to create a “Sanity Binder” for yourself! Pull together all the key things you’ll need to work this business, and put them all in one place! It will help you work more productively, with such focus!

So go ahead and get a 1 1/2 inch binder and start making your own. Here are some suggestions, to get you started:

Prior to the first Tab:

Tab: Monthly Goals

  • At the start of the month, take a bit of time to get clear on your personal goals. Start the month with an intention! {Rock Your Biz monthly-goals}

Tab: Weekly Checklists

  • The quicker we get good and consistent at working our own personal IPAs (income-producing activities) each and every week, the quicker we’ll move up in the company and achieve our goals! Print out a bunch of blank “Rock Your Biz-weekly-checklist

Tab: Past Weekly Checklists

  • Keep copies of your completed “Weekly Checklists.” These will be handy.

Tab: Focus List

  • Each month, from your Master Leads List, identify 10-20 people who you’re especially going to focus on relationship building and following-up with. We’ll be laser focused! These are the people we desperately want to sign up this month! 🙂 (And you’ll be able to add new people/leads you’re adding during the month, to the 2nd page of this document.) Rock Your biz monthly-focus-list

Tab: Master Leads List

  • Some people prefer to keep their master leads list on the computer, in a spreadsheet. So you may or may not have this section.
  • But this section will especially be helpful when you’re just starting out, as you’re working through your “Top 30” list (as part of your “Power Start.”). Top-30-Wellness-Chat
  • But if it’s helpful, here’s a Master Leads List (or “Franks List.”) Rock Your Biz leads-sheet-100-franks

Tab: Active Prospects

  • These are people that you’ve already spoken to about Plexus. They might have brought it up, asked a question, expressed an interest, etc. Or, you brought it up to them. You did a bold reach out, invited them to an event, or gave them a sample.
  • Keep a “Prospect List” for each of them. And we recommend that you create subtabs under this category, and file the form by their first name. Rock Your Biz been-talking-plexus
  • A-L; M-Z. You’ll want to keep the active prospect on your radar every couple of weeks. A possible strategy is to reach out to all the A-L’s the first week of the month, the M-Z’s the second week of the month, the A-L’s again the 3rd week of the month, etc.
  • It doesn’t necessarily mean that you’ll be reaching out to them every other week. But this type of system at least helps give you peace and confidence that leads aren’t slipping through the cracks. Because they’ll always be top of mind.

Tab: New Customers – First Two Months

  • As soon as you get a customer (a retail, preferred, or wholesale customer), write their name on top of the “Customer Checklist.”
  • The detailed version (with the documents, scripts, etc.).Here are the printable versions of the “Customer Checklist”: Rock Your Biz new-customer-checklist

Tab: Current Customers

  • Once the customers are beyond the first couple of months (where your follow-up is much more frequent), you can file them here in this section. Again, we suggest that you create subtabs in this category, and file the form by their first name.
  • A-G; H-L; M-U; R-Z. A possible strategy is to reach out to all the A-G’s the first week of the month, the H-L’s the second week of the month, the M-Us the third week, etc.

Tab: New Business Builders

  • Once you have someone join the business, create a “New Business Builder Checklist.”
  • If they’re starting both the products for the first time AND want to grow the business, create two forms: both a customer AND a business-builder checklist.
  •  But here are the printable versions of the “New Business Builder Checklist”: Rock Your Biz new-business-builder-checklist
  • You’ll probably want to keep them in this section for about 3 months, before moving them to the Current Ambassadors section, as you’ll be checking in with them much more frequently.

Tab: Current Ambassadors

  • Once the Business Builder is beyond the first three months or so, you can file them here. Again, we suggest that you create subtabs in this category, and file the form by their first name.
  • A-L; M-Z. You’ll want to keep your business builders on your radar every couple of weeks. A possible strategy is to reach out to all the A-L’s the first week of the month, the M-Z’s the second week of the month, the A-L’s again the 3rd week of the month, etc.
  • Of course you’ll be connecting with them more frequently then this (especially your “runners”), but it helps to make sure no one is slipping through the cracks.

OPTIONAL Tab: Pay Points

  • As you move up through the ranks, you’ll see that the way you promote, and the majority of your pay, is based on your Pay Points. So start tracking your points. This will especially be helpful when can you start seeing your history. For example, on the 15th of the month, are your points more or less than they were on the 15th of the prior month? Are you able to start projecting more? For example, do you see a theme that whatever your points are on the 20th of the month, you can guesstimate that you’ll end the month with double the points?
  • So tracking this number every couple of days is important as the CEO of your own business, and to help with projections. You can print out this document, to help you start tracking. Rock Your Biz points-blank-monthly

Tab: Reference