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Activity Planner
Get organised and stay organised with our useful online
Activity Calendar. Whether you work part time or full
time, the Activity Planner can help you manage all of your
business activities and it syncs with your Outlook calendar
or iCal.
You can find this great tool at:
TIP
When contacting a referral you should tell them who
has referred them and briefly
explain how Herbalife has helped that person. Or if
the referral is from a Shake Party
attendee etc., explain how much they enjoyed the
activity. You can then offer the referred person the
opportunity to meet for a free Wellness Evaluation.
Goals
Iwant
Target kg
Reason
DAILYEATINGHABITS
Cost -howmuchdo you spend eachdayon:
Breakfast € Lunch € Dinner €
Snacks € Drinks - includingAlcohol € Cigarettes €
WEIGHT&MEASUREMENTS
Programme Weight Neck Arm Bust Waist Stomach Hips Thighs Knees BMI
1
Total kg lost Total cm lost
2
Total kg lost Total cm lost
3
Total kg lost Total cm lost
4
Total kg lost Total cm lost
5
Total kg lost Total cm lost
Parameters
Height/Weight / Dailyprotein requirement
BMI No. of calories necessary to loseweight
Body Fat No. of calories necessary tomaintain currentweight
ClientResults
Recommendations
Lengthofweightmanagementprogramme
Lengthofmaintenanceprogramme
What kindof eater are you? Drinks -Average /Day MealTimes
Eat often
1 2 3 4 5 6 7 8 9 10+
Breakfast:
(AM)
7-8 8-9 9-10 10-11 11-12 Never Eatwhen stressed
Eatwhenbored Do you add sugar/milk?
Milk Sugar Both None
MorningSnack:(AM&PM)
10-11 11-12 12-1 Never Graze throughout theday
Sweet tooth - eat lots of sweets Number of fizzydrinks?
1 2 3 4 5 6 7 8 9 10+
Lunch:
(PM)
12-1 1-2 2-3 3-4 4-5 Never Eatbigportions
Eat lots of fruit Unitsof alcohol -perweek?
1 2 3 4 5 6 7 8 9 10+
AfternoonSnack:(PM)
3-4 4-5 5-6 Never Eat lots of carbohydrates
Eat at night Dinner:(PM)
6-7 7-8 8-9 9-10 10-11 Never Skipsbreakast/othermeals
EveningSnack:(PM)
8-9 9-10 10-11 11-12 Never
CUSTOMER
PROFILER I
CustomerName
CustomerAddress
TelephoneNo
E-mail
D.O.B
Profession
Preferred time for contact
Spouse name
Date ofbirth (spouse)
Children: Name1.
Date ofbirth
Name 2.
Date ofbirth
Name3.
Date ofbirth
Name4.
Date ofbirth
D D M M Y Y D D M M Y Y
D D M M Y Y
D D M M Y Y
D D M M Y Y
Nutrition for a better life.
Nowphoto
Thenphoto
Remember: When you start your retail business
with good customer care and follow up, you begin
setting a foundation for long-term relationships with
your customers. We’ve already learned that customers
who are happy with their products and or/income
results will continue to order products, tell their friends
about the products and business opportunity, and
show interest in selling the products themselves!
Product Brochure
Always make sure you have the latest copy of the Product
Brochure. It's ideal to give to new customers when they
place their first product order, so they can see the entire
product range.
Single brochure SKU#9035
Pack of 10 brochures SKU#6240
Today Magazine
Your free* quarterly magazine with the latest business
tips, product launches and recognition stories. Enter
SKU #S202 on when you place your
next product order, or simply ask your Member Services
representative to add it to your order.
Keeping track of your customers
Ensure your customers get the full Herbalife customer
experience by using this profile to keep track of them. It's
a simple form you can keep in a file or saved in a folder on
your computer.
To help you establish a strong relationship with them,
keep track of: details such as their occupation, Level 10
goal, lifestyle and diet habits, product needs, favourite
products, best time to call, order history, etc.
Download the Customer Profile template from
which can help you get started.
TOOLS AND RESOURCES 6