POWER TEAM LEADER
FOLLOW-UP INTERVIEW MEETING CHECKLIST
Complete 1-16. If not interested in getting started, complete #1, 15 and 16 and set follow-up for another date.
Complete appointment should take 1-1½ hours, 30 min – 45 min business planning and 30 min – 45 min travel planning.
Most importantly – need commitment dates, payments and work schedule. Set 5 appointments immediately and call to meet with 3 recruits.
Your goal is to recruit 3 people. Give to interviewer or RTA 3 names and phone numbers of people to hire into your business today (25-45, children, working, married homeowners). (Qualify list)
Name #1
Phone Cell
Name #2
Phone Cell
Name #3
Phone Cell
q Orientation Checklist 1 – Confirm payment for enrollment and marketing materials and go to back office.
q Orientation Checklist 2 – Register and schedule for Saturday Orientation Class.
q Orientation Checklist 2 – Register and schedule for Power Hour Sunday.
q Complete Voice-Tel Registration Form with signature and collect a void check (if applicable).
q Complete Builders Award Sheet.
q Complete Sprint Promotion Sheet.
q Complete and review qualification for reimbursement.
q Collect signed Fundamentals understanding of Success of Team APEX.
q Collect signed New RTA/IMR Process Sheet.
q Complete and turn in Goal Sheet and work schedule for the week.
q Register for certificate classes.
q Complete Business Plan Target Sheet with dates.
q Set 10 appointments for the next 3 days.
q Complete and schedule Travel Party.
q Set follow-up date to present and enroll new people into the business as a Marketing Rep.
ORIENTATION REQUEST CHECKLIST
COMPLETED AFTER 2ND INTERVIEW
Date: Date 2nd Interview
New Recruits Name:
Phone#: Cell#:
Follow-Up Day: Date: Time:
Orientation Day: Date: Time:
(Schedule Appointments)
Power Hour Day Date: Time:
(Schedule Appointments)
Source: Opp. Appt. (KT) Advert.
q RTA Agreement (Upgrade, if applicable)
q Set 10 Building KTs
q Domain Name
q Business Cards/Fliers
q Conference Call
q Travel Party
q Credentials (ID)
q Certification/CLIA
Comments:
Staff RTA/IMR Date
Power Team Leader Date
WORK SCHEDULE FORM
Name: __________________________________ Date: _________________
How many days/evenings per week are you going to work?
______ One day/evening per week
______ Two days/evenings per week
______ Three days/evenings per week
______ Four days/evenings per week
______ Five or more evenings per week
What will be your workdays? What will be your Travel Party days?
______ Monday – Opportunity Meeting/Training ______ Monday
______ Tuesday ______ Tuesday
______ Wednesday ______ Wednesday
______ Thursday ______ Thursday
______ Friday ______ Friday
______ Saturday – Opportunity Meeting/Training ______ Saturday
______ Sunday ______ Sunday
Why do you want to work part-time/full-time?
How much do you want to make?
What are your plans for the part-time/full-time income?
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