My Step by Step Worksheet
                  Name:_______________________Mentor/Sponsor:_______________	ID:____________________	
                  E-mail:______________________________ Cell Phone:_________________	Upline	Pres:______________
                                                                    Live Trainings & Workshops
                                   STS Date/City:_______________			LDW Date	            /City:___________________________
                       Extravaganza Date/City:_____________	                       Health  Coach Academy Date/Times:______________
               Welcome to The Team
               ☐ Watch Welcome Video - "Herbalife - Your Company"
               ☐ Print step-by-step worksheet
               ☐ Print Goals document
               ☐ Print "Master The Steps Manual"
               ☐ Complete Herbalife Mandatory Distributor Training
               Step 1: Setting Goals for Your Business
               ☐ Plug into the Monday Night Weekly ZOOM https://zoom.us/j/276215155 (password required)
               ☐ Complete Goals document & send photo of document to sponsor
               ☐ Order "7 Strategies for Wealth and Happiness" by Jim Rohn
               ☐ Watch Jim Rohn - Becoming Valuable in the marketplace
               Step 2: Get Familiar with The Products
               ☐Watch Product Training Videos: (Shake w/PDM, Total Control, Lean N Fit Ultimate/Herbalife 24/CR7/SKIN)
               ☐Review Health Goals with sponsor
               ☐Order Personal Products for best results
               ☐Take before photo to post (mentor will give guidelines)
               ☐Review Goals worksheet with mentor & discuss personal development
               ☐Review testimonial brochure
               Before moving on to next step, schedule and complete call with mentor.  Date and Time:______________ 
               Step 3: How to Set Up Your Merchant Accounts
                ☐Watch video on "How to sign up for Paypal.com/Herbalife"
                ☐Watch video "Setting up GoHerbalife.com"
                ☐Watch video "Herbalife POS"
                ☐Watch video "Loyal Customer Program
                ☐Print Price list spreadsheet or PDF
               Step 4: Marketing Plan Basics & Active Member Promotion
               ☐ Review "Marketing Plan Videos"
               ☐ Review "AMP'd video" (Active Member Promotion)
                Before moving on to next step, schedule and complete call with mentor. Date and Time:______________ 
                Step 5: Start 3 Day Trial Training 
                Make sure you've completed the "System Set Up & Quick Start Training on HB Zoom
                   Getting	3-Day	Trial	Packs	Into	The	Marketplace
                       "Getting your first 10 customers"
                      Review each section and schedule calls with your mentor.  
      Step 1: Getting Started
      ☐Print or Download to your mobile device: "Wellness Profile Flip Book"
      ☐Order 10-Pack of 3 Day Trials sku# 017A  from myherbalife.com
      ☐Step 2: Getting Trial Packs Out
      ☐Review document “Get 10 3-Day Trial Packs out” Social Media/Text campaigns
      ☐Use the Memory jogger to create your list
      ☐Download/Save 3-Day Trial Social Media Post photos
      ☐*Watch video "3daytrialpreview.com" (password "look") *If you have a premium membership 
      with HBZoom you'll have access to a customized 3 Day Trial website with email/text follow-up) 
      Step 3: People Are Responding  & Chasing Likes
      ☐Review document "People Are Responding, Now What?!"
      ☐Watch  video "3 Day Trial Follow-Up"
      ☐Save photos for 3 Day Follow Up: Day 1-4 Photos Lean N Fit Advanced + Enhancers, Refer A Friend Photo
      Step 4: Setting Up Your Business
      ☐Download & make10 copies of: Wellness Profile (Front & Back), Budget Form,  Welcome Letter,  3 Day Trial Stuffer
      ☐Print 1 Copy of these documents: 3 Day Trial Progress , Monthly and Retail Tracker, Measurements, Tanita or Ormon sheet
      ☐Get a 1 1/2 or 2" Binder w/window panel, 3 whole punch documents organize in Binder *Sheet protectors (optional)
      Step 5: Wellness Profile
      ☐Watch video “Wellness Profile” using face to face and over the phone
      ☐Watch video "Day 4"
      Step 6: Customer Follow -Up
      ☐Review Customer Follow-Up Documents "Pennies in the Sale... A Fortune in the Follow-Up"
      ☐Print - How to use your Herbalife program
      Step 7: Other Methods to get 3 Day Trials into the Marketplace: Ready for "Online Challenges"
        21 Day Shake Challenge
        Weight Loss Challenges
        Online Challenge/Fit Camps/Fit Challenges
        3 Day Trial Party
      Before moving on or POSTING, schedule and complete a call with your mentor. Date and 
      Time________________