CUSTOMER

TRACKING

6. Follow-up with Customers

Schedule regular follow-up with my customer

Record follow-up on the Customer Tracker

Customer Tracker____Shaklee ID: ______

Name:______Phone:______

Address:______Email: ______

______

Activity______Date

Welcome New Customer: (1st month)

Place Starting Order: ______

Sponsor: ______

Send Welcome Letter/Magnet: ______

Send “How to Maximize Your Membership”: ______

Follow-up in 5 days (Received order?): ______

Follow-up in 15 days

(Like products?): ______

(Any questions?): ______

Follow-up in 30 days

(Need help to Reorder?) ______

(Interest in Other Products?If yes, send packet of CDs, samples, info):______

(Set Follow-Up Call in 2 weeks): ______

Educate New Customer: (2nd month)

Follow-up Call:

How to Maximize Your Membership:______

Walk Thru CD Evaluation: ______

Healthy Info CD and Web Programs: ______

Referral Incentive: ______

Samples:______

Shaklee-ize Customer:

Call/Email regarding 1st Qtr Promotion: ______

Call/Email regarding 2nd Qtr Promotion: ______

Call/Email regarding 3rd Qtr Promotion: ______

Call/Email regarding 4th Qtr Promotion: ______

Monthly Newsletter (Testimonials, Request Referrals, Meetings): ______

Thank you notes for orders: ______

Ask for Referrals: ______

Present Business Opportunity: ______

Welcome New Shaklee Member,

Welcome to my Shaklee Organization! I am delighted to have you aboard.

I vividly remember my introduction to Shaklee. I was sitting in my dentist’s chair, mouth wide open and Dr. Burt Stillman, my dentist was telling me about the virtues of Shaklee supplements for healing my canker sores. He said that following dental surgery, his patients healed faster and better than with other products. So he knew Shaklee was bio-available. I had suffered from severe canker sores for years, and had used many other vitamins, to no benefit. So I tried Shaklee and it was wonderful. Shaklee vitamins worked beautifully! The rest of our family started using the nutritional products and Betsy, in 3rd grade at the time, was finally able to get over the bronchitis she had been struggling with for months! She hasn’t had an anti-biotic since and she’s now 23 years old.

At that time in my life I was looking for a new focus outside of my family – to earn money and to contribute to the greater good. I didn’t want to re-enter the corporate work force as a computer analyst. I wanted more time flexibility. I could see that by creating a Shaklee Organization of customers and business partners, I could earn significant income for our family’s future and help many people improve their own health and financial wellbeing. So I started my own Shaklee venture, of which you are now a member.

I’m certain that you have some questions, maybe about some products, maybe about how the compensation plan works. I invite you to look through the very informative Product Guide that came with your Shaklee Welcome kit.

I look forward to sharing more about our Shaklee products and how they can benefit you and your family. Until then, I congratulate you for choosing to improve your health, your personal beauty and the health of the planet, by using Shaklee.

MostSincerely,

Linda Radtke

Phone: 734/459-3145

Email:

Web Site:

How to Maximize your Membership with Shaklee

Shaklee Membership

Be a member; save 15% on your Shaklee orders and receive the quarterly catalogs

  • Join for $19.95
  • Join as a Distributor for $39.95 (with 100pv order, receive a Free Product)
  • Join as Gold Ambassador Member for $299 (Get Free Product)

Sign Up for Auto Ship

  • Receive 10% discounts when ordering certain products on Auto Ship.

Earn as you Learn

  • Listen to the Walk Through the Product Guide CD and we’ll give you a gift when you return the CD
  • Earn $30 of Free Product for listening to 6 CD from the Healthy Info CD Program
  • Earn $30 of Free Product for listening to 6 presentations from the Healthy Info Web Program

Referral Thank You

Introduce some friends to Shaklee

  • Host a gathering of 4 or more friends and qualify to purchase one of 4 product packs for $99 – a savings of up to $90.
  • Host a gathering of less than 4 guests and receive $10 off the product pack for each guest.

Create Your Own Shaklee Buying Club

Earn FREE product

  • Earn approx $120/month to pay for your own products each month for inviting, showing and sponsoring approximately 5-10 customers

Earn Extra Cash

  • Earn approx $1,000/month cash in your pocket for inviting, showing and sponsoring approximately 25-40 customers

Create Residual Income

Earn Financial Freedom

  • Earn approx $5,000 to $10,000 or more per month for inviting, showing and sponsoring customers and business partners

Walk Thru Product Guide 2007

Evaluation Form

Name:

Date Given:

Date Returned:

Please comment on 3 points of this presentation that interested you:

1.

2.

3.

Who else may benefit from hearing this information?:

1.

2.

3.

The Healthy Info CD Program

It's easy and informative. You can listen to "The Healthy Info CD Program” in your car, in your home, or taking a walk or run! Choose 6CDs from the list below. Listen to them within 30 days of receiving your CDs, return them to us and receive $30 (srp) of FREE SHAKLEE PRODUCTS. The only thing we ask is that you write a few comments about each CD on the enclosed evaluation forms and think of 2 people who would enjoy listening to each CD.

You must return the Evaluation Forms and the CDs to receive your FREEPRODUCTS!

1. Shaklee Sets the Standard (required CD)

2. Natural Solutions for Children’s Health

3. Natural Solutions for Women’s Health

4. Natural Solutions for Men’s Health

5. Shaklee Sports Nutrition for Athletic Excellence

6. Nutriferon—Unprecedented Immune Support

7. Success with Air Source 3000—A Revolution in Air Purification

8. Enfuselle, A Revolution in Skin Care

9. Shaklee Pain Management

10. Natural Solutions for the Challenges of Cancer

11. Reducing Diabetes Risk Factors

12. New Strategies for Reducing Cholesterol & Heart Disease Risk Factors

13. Early Childhood Nutrition

14. Natural Solutions for Allergies and Asthma Relief

15. In Their Own Words—The Shaklee Opportunity

Name:

Address:

City: State:Zip:

Phone:

Healthy Info CD Program: (choose 6CDs from the list above)

The Healthy Info CD Program

Evaluation Form

This form must be returned with the CDs for credit, within 30 days.

Name:______Return date: ______

Comment on 3 things you've learned from each CD. (Continue on back if necessary.)

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

Comment on 3 things you've learned from each CD. (Continue on back if necessary.)

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

Title:______Speaker: ______

1.______

2.______

3.______

Who do you know who would benefit from listening to this CD?

1. ______Phone______2.______Phone______

The Healthy Info Web Program

For 30 days, 30 experienced Shaklee field leaders and home office staff presented informative programs via a web conference. They covered topics from The Shaklee Difference to Women’s Health to Air Source to Arthritis, among many others. They were recorded and are now available for you to view and learn from and they are terrific.

Login to and start viewing the Product Information.

Choose 6 topics to watch and listen to, take notes on the review form that is provided and email it to us. You will receive $30 (SRP) of FREE SHAKLEE PRODUCTS.

Day: Title:

Presenter:

Please note that the audio controls allow you to pause the presentation at any point during play, you can write notes – then press play to proceed again.

Why is this presenter qualified to teach on this subject?

Please comment on three points of this presentation that interested you.

1.

2.

3.

Your Name: Date Completed: