7 digit Rep ID# and temporary password with them (this is e-mailed to them immediately after an online sign in assuming they included their e-mail address in the sign in....if no e-mail, then they will get a transogram in the mail). When you begin, make sure your new distributor understands the difference between their seven digit REP ID# which is only used to get into Unfranchise.com and their nine digit DISTRIBUTOR ID# which is used for all other purposes.

Designate their 001 center for IBV (always designate 001 center)
Assign BV & IBV placements (based on each individual distributor and where they are linked)
Walk through how to navigate the NMTSS meeting search
Enter themselves as a Preferred Customer and place a manual order
Go to Transfer Buy and showed how to change order, but never to touch UFMS (and letting them know to make sure it is 50 BV minimum for now, then 100 as Coordinator and 150 at the top level)
Also while in the Transfer Buy, make sure that 10 IBV is set up to begin (then 20 as an IBV Coordinator and 30 as an IBV Executive Coordinator)
Go to form 1000 and show what to do when they have $200 in orders from at least two customers
Set up web portal and show them how to customize settings
Walk through a "mock" order through to the last page, but do not "submit".... but, now they are familiar with placing an order
Walk through some of the reports with explanation on UFMS management system (sales volume, detailed sales, personal volume, network sales volume, graphic genealogy), also explain about "leg 0", "leg 1", "leg 2" and what centers they feed, how to determine left, right.... etc.
Show them the "weekly accountability" under the reports section and have them do a "submittal" to their up line
Make sure during this session that new distributor received their e-mails from Patlive and they can now go and set up their ATG voice mail. If they didn't get this, then I the UPLINE would call right then and there (3-way) call to Patlive (1-800-897-4PAT) and get them situated with their ext. and temp pass code in order to set up their voice mail. Let them know they need to listen twice a day- once in the morning and once in the evening.

This follow should be done within first week after a new distributor signs in!! They need to begin learning as soon as possible and not wait for an ICT (however, this should not replace an ICT…they still need to plug into one as soon as they can). This way, when their package comes.... they are already familiar with Unfranchise.com and can now walk themselves through again. I know this is a lot for them to go through, but as they walk through a few more times, they get more and more familiar until they don't need your help anymore. I make myself available for the first few times they might want to place an order or do their form 1000.... etc. The more time up front and the more thorough.... the better the duplication and the less "babysitting" in the long run. Also, this leads to independent distributors, not dependent distributors!!

I want you all to save this e-mail and begin to use it for new distributors!! If you don't know how to do this portion of a follow up, then you need to be with your new distributor and the up line overseeing this, when they are going through this, so you can learn with them! Someone up line can do them now.... but over time, as a group gets bigger, you will need to take "the baton" and begin to do them yourself. A great transition is that after you sit through a few.... then you can be the "guide" while an up line is present (either in person or on the phone).

Hope this is helpful.... and as our businesses grow, you will want to be able to help your people until they can offload from you and teach their people!! Duplication, duplication, duplication!!!