69 / 76
IndependentDistributor
Totalnumber
of invitations (A)
Totalnumber
ofpresentations
Totalnumber
of referrals
NewCustomers (B)
A÷B
➙✓
1
Forecast
Actual
Forecast
Actual
Forecast
Actual
Forecast
Actual
TOTAL
DAILY
AVERAGE
=
Dividedby
Tohave1newconsumer Ineed
Tohave2newconsumer Ineed
Tohave3newconsumer Ineed
Tohave4newconsumer Ineed
Tohave5newconsumer Ineed
average invitations.
average invitations.
average invitations.
average invitations.
average invitations.
Formula is the relationshipbetween thenumberof invitationsmade and thenumberof
new customers you achieve.
COMMITTMENT
Iwillhave daily customersby the endof
Inorder toachieve this Iwillmake invitationsperday.
Signed:
Divide thenumberof invitationsby thenumberofcustomers.
Invitations, Presentations
and Referrals Tracker
(A)
(B)
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Status
(CorP)
Totalnumber
of invitations to
meetings (A)
TotalAttendees
tomeetings
NewDistributors (B)
Total attendees to
trainingevents
A÷B
➙✓
1
Forecast
Actual
Forecast
Actual
Forecast
Actual
Forecast
Actual
TOTAL
DAILY
AVERAGE
=
Tohave 1newdistributor Ineed
Tohave 2newdistributor Ineed
Tohave 3newdistributor Ineed
Tohave 4newdistributor Ineed
Tohave 5newdistributor Ineed
average invitations.
average invitations.
average invitations.
average invitations.
average invitations.
Dividedby
(A)
(B)
Divide thenumberof invitationsby thenumberofdistributors.
Invitations to Events and
Attendance Tracker
Formula is the relationshipbetween thenumberof invitationsmade and thenumberof
newdistributors you achieve.
COMMITTMENT
Iwillhave ofnewdistributorsby the endof
Inorder to achieve this Iwillmake invitationsperday.
Signed:
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Invitations, Presentations
and Referrals Tracker
(To fill everyday)
Month:
Name:
DAY
Totalnumber
of invitations (A)
Totalnumber
ofpresentations
Totalnumber
of referrals
NewCustomers (B)
A÷B
➙✓
1
Forecast
Actual
Forecast
Actual
Forecast
Actual
Forecast
Actual
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
TOTAL
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Month
Profitbefore taxes
Money In £
GrossProfit from sales
£
Revenue frommemberships
£
Royalties&Commissions
£
Bonuses
£
Total
MoneyOut £
Rent
£
Sampling
£
Communications**
£
Consumables*
£
Printing
£
CarCosts
£
OfficeMiscellaneous
£
Others
£
Total
Month
Profitbefore taxes
Money In £
GrossProfit from sales
£
Revenue frommemberships
£
Royalties&Commissions
£
Bonuses
£
Total
MoneyOut £
Rent
£
Sampling
£
Communications**
£
Consumables*
£
Printing
£
CarCosts
£
OfficeMiscellaneous
£
Others
£
Total
Name:
Your Profit and Loss
(To fillmonthly)
Month
Profitbefore taxes
Money In £
GrossProfit from sales
£
Revenue frommemberships
£
Royalties&Commissions
£
Bonuses
£
Total
MoneyOut £
Rent
£
Sampling
£
Communications**
£
Consumables*
£
Printing
£
CarCosts
£
OfficeMiscellaneous
£
Others
£
Total
*Electricity,water, cups, straws,napkinsetc
**Cellphones, landline, internetcosts, fax,websitecostings
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Invitations to Events and
Attendance Tracker
(To fill everyday)
Month:
Name:
C=Customer P=Prospect
DAY
Status
(CorP)
Totalnumberof
invitations to
meetings (A)
TotalAttendees
tomeetings
NewDistributors (B)
Total attendees to
trainingevents
A÷B
➙✓
1
Forecast
Actual
Forecast
Actual
Forecast
Actual
Forecast
Actual
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
TOTAL
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Monthly Sales Report
(To fill everyday)
Month:
Name:
N=New R=Repeater
Status
(NorR)
CustomerName
Source
(WLC,WellnessEvaluation,
TotalPlan,Referral,Shake
Parties,NutritionClubs,
CustomerParty,Level10)
BoughtFor
(£) (A)
SoldFor
(£) (B)
GrossProfit
(B-A)
VP
1
2
3
4
5
6
7
8
9
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
Total
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Roof
200VP -Personaluse
RoomC
500VP 25% -NewDistributors
RoomD
500VP 35% -SeniorConsultant
RoomE
500VP 42% -QPandSuccessBuilder
RoomB
400VP -RepeatedCustomers
My House
(Tofillmonthly)
Total
Total
Total
Total
Total
RoomA
400VP -NewCustomers
VP
VP
VP
VP
VP
Profit
Profit
Profit
Profit
Profit
Month:
Name:
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
IndependentDistributor
Month
TotalGrossProfit
£
Money In
Total (£)
TotalRevenueFromMemberships
£
Royalities&Commisions
£
Bonuses
£
TotalVP
TotalNumberOfCustomers
Month
TotalGrossProfit
£
Money In
Total (£)
TotalRevenueFromMemberships
£
Royalities&Commisions
£
Bonuses
£
TotalVP
TotalNumberOfCustomers
Month
TotalGrossProfit
£
Money In
Total (£)
TotalRevenueFromMemberships
£
Royalities&Commisions
£
Bonuses
£
TotalVP
TotalNumberOfCustomers
Name:
Total Earnings Report
(Tofillmonthly)
Month
TotalGrossProfit
£
Money In
Total (£)
TotalRevenueFromMemberships
£
Royalities&Commisions
£
Bonuses
£
TotalVP
TotalNumberOfCustomers
Proof No: A Date: 31/09/13
Title: Herbalife - Guages and Training Tools Combined - A4 ID: HL-Guages and Training Tools_UK
UK
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?
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.
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 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.
Daily number of invitations,
presentations and referrals
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.
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.comso you can
track your business performance and cash flow.
69
TOOLS AND RESOURCES
6