Monthly Systems

June 25, 2019 Tiffany D. Davidson

Monthly systems to keep you consistent

Every Single Day
There are things you need to do every single day to be consistent and to move your business forward and ensure it grows. There are three areas you need to work in every day. Do you remember what they are? Yes! The Three Pillars!!

Pillar 1: Share with New People

Reach out to at least one new person every single day. New doesn’t necessarily mean stranger or someone you’ve never talked to, though it can. It definitely means reaching out to and connecting to people who are not yet Young Living members and having personal conversations to cultivate relationships so that you can eventually walk them into a premium starter kit.

Schedule classes, one-on-one meetings, or video chats with people.

Get out and meet new people to expand your sphere of influence. This could mean going to a new workout class, attending a workshop on a topic of interest to you (pottery, art, crafting, scrapbooking, reading club, Bible Study, etc.). Engage in conversations with people and find common interests… simply start by saying hello.

Join Facebook groups that are centered around topics of interest to you, especially naturally-minded groups. Engage in genuine conversation with people about the things being posted in those groups. Once you get relationships built, then work YL into the conversation NATURALLY.

pillar 2: help bring current members into the lifestyle

Reach out to members who didn’t order last month or in a few months. Engage in conversation with open-ended questions to find out if they are using their starter kit. This is about getting them to use what they have, not about getting them to order more. If they’re not ordering, there’s something stopping them, and you can only find out what that is by listening and asking questions to help solve the problem. Help them see how they can fully utilize their PSK by matching their needs with the oils in the kit. Find out how interested they are in the natural lifestyle and how much they’ve applied to their life. This will help you figure out what questions to ask to meet their needs.

Reach out to members on essential rewards who are consistently ordering less than 100PV per month. They clearly are interested in something YL has to offer but aren’t quite living the lifestyle yet. Most likely, they are building an oil cabinet, but probably haven’t really ventured outside of oils to personal care products or supplements yet. Engage in conversation to find out what they are ordering and what they love about it. Find out if there are things they’ve been dying to try. Offer to send them some samples of these things to try. Find out how far down the natural path they are and if they really have an interest in swapping out toxic products for the safer, healthier alternatives YL has to offer. Do they know they get extra promotions at the 100, 190, 250, and 300 PV tiers? Is there something holding them back from diving into the lifestyle? Engaging in open-ended questioning will lead you to the information you need to empower them and help them achieve their wellness goals.

Surprise and delight current members to thank them for taking care of themselves. Don’t thank them for ordering from you; that’s about you. This should be about them. How often do you get commended for engaging in self-care, for putting yourself up high on your priority list? My guess is not very often. How great would it feel for someone to notice this and appreciate you for it? I would feel awesome! This could be a simple thank you card that lets them know they’re seen, or it could be a little gift. Whatever you feel called to do.

pillar 3: walk people into sharing

As you have conversations with people you are working with in Pillar 2, listen for excitement. When they express excitement or a win with their oils or a product, acknowledge their excitement and asked them who else they’ve told about it. They may not be ready to share just yet, but you’ll plant a seed for them to start thinking about it.

Offer to provide them with some tools to make it easier to share, like some brochures or drams to add 10 drops of oil to that they can give to a friend or family member. “If I were to send you some starter kit brochures and a few sample drams, would that make it easier for you to share with your friends?” If they accept, SEND them!

everything else

While cultivating relationships and working in the Three Pillars is definitely the most important thing will do for the growth of your business, there are other housekeeping and managerial tasks that will need to be done. Many of these will help drive the direction you take when working in the Three Pillars, so they go hand-in-hand. Keep in mind, it’s easy to get sucked into this second part. Remember, 80% of your time in the Three Pillars and 20% of your time on the rest. I’ve broken this down for you over the course of four weeks. You can do a little each day (though this often leads to feeling bogged down and things get missed) or choose one day a week to get through the whole list and have the rest of the week free for working in the Three Pillars.

week 1: beginning of the month

Personal Business Goals

Take time to record some business statistics so you will be able to visually see how you are growing: total number of team members, how many you personally enrolled, new team members for the month, OGV, ER Members, and your commission. Then write down some goals for where you want to be by month’s end. Next, ask yourself how you will get there. What steps will you need to take to meet these goals? Do you have one-on-one meetings or video chats scheduled? Do you have any classes on your calendar for the month?

For those of you who are super Green personalities and love numbers, here’s a daily in-depth tracker you can use.

Member Shout-Outs

Congratulate members who reached new ranks via private call or message, a post on their Facebook wall, and/or in our Enlightened Oilers community. Acknowledge first time enrollers, those who contribute to our oil community often, those who have taught classes, new Essential Rewards members, etc.

Promotions

Promote the monthly PV promotional items. Be sure your members are aware of the opportunity to get free oils and products. These are always posted in our Enlightened Oilers Facebook community. Take a moment to comment on these posts. When you comment on posts and perhaps even share a personal testimony relating to something in the promo, it shows up in your friends’ Facebook feeds. When a particular oil or product is perfect for one of you members, be sure to tag them with a personal comment on why you’re bringing it to their attention. Or, send them a personal voice, video, or text message to bring it to their attention.

Reports:

Check Essential Rewards orders to see who is close to earning a PV promotion, but doesn’t quite have the PV scheduled to earn it. If they are less than 30PV from reaching a PV tier and their order processes this week, contact them to let them know. Have suggestions in mind so when you have a personal conversation and find out their current needs, you can recommend oils or products to meet their needs that they can add to their order and earn the promotional items.
Run a quick ER/Autoship report. See who may be “Missing Current Month Autoship.” There could be a few members that show up here. There are a couple of reasons they may have missed their processing date: a credit card processing issue, or PV that dropped below 50 (they need to be on PV assist). Next to the date in the report it will show a symbol indicating an error. Contact the members who show an error so they can get it fixed before month's end. Make sure they know the importance of getting it fixed before the month is over. Remind them of the ER loyalty program, gifts for consecutive months on ER (3 ,6, 9, 12, and annually thereafter) and the higher percentages in points earned back (10%, 20%, and 25%). The reward points are beneficial to use toward future purchases. When months are skipped, the time for consecutive gifts restarts (gifts are not earned more than once) and the percentage earned restarts dropping back down to 10%.

Connect with Your Builders

Choose a few business builders (not casual sharers, people who have said YES to the business) on your team and purposefully connect with them individually. Help them work in the Three Pillars.
Connect with all of your business builders in a group Marco Polo thread. Group coaching is invaluable for ALL of the participating members.

Three Pillars

Go back to the daily section and spend the rest of your week connecting, cultivating relationships and working in the Three Pillars. This includes one-on-one meetings and teaching classes!

week 2: momentum is building

Personal Business Goals

Check in to see if you are moving toward reaching the goals you set for yourself. If not, what can you do to course correct? Did you make some personal connections last week? Do you have one-on-one meetings or video chats scheduled this week? If you had a class, how did it go? How can you prepare for classes or meetings scheduled this week?

Member Shout-Outs

Congratulate members who reached new ranks or milestones via private call or message, a post on their Facebook wall, and/or in our Enlightened Oilers community. Acknowledge first time enrollers, those who contribute to our oil community often, those who have taught classes, new Essential Rewards members, etc.

Be Engaged in Our Community

Take a moment to comment on posts, especially your members’ posts in the Enlightened Oilers community. When you comment on the posts, it shows up in your friends’ Facebook feeds and shows them that you are engaged and that this is a lifestyle for you. When you see a post or comment that makes you think of one of your members, tag them in the comments with a personal note. Share your own experiences, questions, and oil wins in our community.

Reports:

Check Essential Rewards orders to see who is close to earning a PV promotion, but doesn’t quite have the PV scheduled to earn it. If they are less than 30PV from reaching a PV tier and their order is scheduled to process this week, contact them to let them know
Run a quick ER/Autoship report. See who may be “Missing Current Month Autoship.” There could be a few members that show up here. Contact them to let them know because many don’t find out until it’s too late to fix it.
On the homepage when you log in, under My Organization, you will see “About to go In Active.” Click “view” under the number shown to see the names of all the people who are about to go inactive because they have not ordered in 12 months. You have an opportunity to reach out to these members, NOT to sell them something, but to find out what happened. They joined YL for a reason. Ask open-ended questions. Perhaps they got busy and forgot about their oils, perhaps they didn’t really know how to use them or what they could use them for, or perhaps there has been a significant life event. If they still have an interest in YL, use this opportunity to help them use the investment they made. Sometimes this leads to them making another 50pv purchase to keep their membership active, other times they enroll in ER, and sometimes they’re just not interested. You won’t know unless you ask.

Connect with Your Builders

Choose 1-2 business builders (not casual sharers, people who have said YES to the business) on your team and purposefully connect with them individually. Help them work in the Three Pillars.
Connect with all of your business builders in a group Marco Polo thread. Group coaching is invaluable for ALL of the participating members.

Three Pillars

Go back to the daily section and spend the rest of your week connecting, cultivating relationships and working in the Three Pillars. This includes one-on-one meetings and teaching classes!

week 3: mid-month check-in

Personal Business Goals

Are you at least halfway toward reaching the target goals you set for yourself. If not, what can you do to course correct? Did you make some personal connections last week? Do you have one-on-one meetings or video chats scheduled this week? If you had a class, how did it go? How can you prepare for classes or meetings scheduled this week?

Member Shout-Outs

Be Engaged in Our Community

Reports:

Check Essential Rewards orders to see who is close to earning a PV promotion, but doesn’t quite have the PV scheduled to earn it. If they are less than 30PV from reaching a PV tier and their order is scheduled to process this week, contact them to let them know
Run a quick ER/Autoship report. See who may be “Missing Current Month Autoship.” There could be a few members that show up here. Contact them to let them know because many don’t find out until it’s too late to fix it.

Connect with Your Builders

Choose 1-2 business builders (not casual sharers, people who have said YES to the business) on your team and purposefully connect with them individually. Help them work in the Three Pillars.
Connect with all of your business builders in a group Marco Polo thread. Group coaching is invaluable for ALL of the participating members.

Three Pillars

Go back to the daily section and spend the rest of your week connecting, cultivating relationships and working in the Three Pillars. This includes one-on-one meetings and teaching classes!

week 4: closing out the month

Now that the month is coming to an end, there are some things you want to do to successfully close out your month. You will also want to ensure you are prepared to begin next month strong. Do NOT wait until the last day of the month to begin these tasks. Start them at the beginning of the last week.

Closing Deadlines:

It’s important to know when the month officially closes. Young Living’s headquarters is located in Utah, which is on Mountain Standard Time. You will need to know the closing deadline for your time zone. The month officially closes at 11:59 pm Mountain Standard Time (MST). For those in the United States, this breaks down like this:

Eastern Standard Time (EST) - 1:59 am
Central Standard Time (CST) - 12:59 am
Mountain Standard Time (MST) – 11:59 pm
Pacific Standard Time (PST) - 10:59 pm
Alaska - 9:59 pm
Hawaii - 7:59 pm

Level 1, Frontline Requirements:

Do a quick check into your Virtual office to see where your OGV is and figure out where you need to be. Look at your front-line legs... Are they where you need them to qualify for your desired rank?

Help Them Flip:

Who in your downline is close to flipping rank? Check in with them, they may not even know it (Stars!). For those who are aware and want to push for the next rank- cheer them on, encourage them to finish the month strong. It can be an exhilarating grind; a little support can seriously go a long way. Feel free to pass along what you learned in Knowing Your Numbers or point them to the post to read it over themselves.

Essential Rewards Report:

Check Essential Rewards orders to see who is close to earning a PV promotion, but doesn’t quite have the PV scheduled to earn it. If they are less than 30PV from reaching a PV tier and their order is scheduled to process this week, contact them to let them know
Run a quick ER/Autoship report. See who may be “Missing Current Month Autoship.” There could be a few members that show up here. Contact them to let them know because many don’t find out until it’s too late to fix it.

Oily Tools Missing Money Report:

A missing money report in Oily Tools will show you anyone who could potentially collect a check but has yet to place a 100 PV order. We don't want anyone missing out on MONEY!

Fence-Sitters:

Now is great time to reach out to those who have shown serious interest but haven’t quite made up their mind yet. If you reached out to them earlier in the month, now is a great to follow up with them. Reach out on the phone, as it creates a more personal contact. However, an email, a Marco Polo, or text may work, too. If your conversation leads to an opportunity for you to offer a promotion personalized to their needs, this is a great time to extend the offer.

Plug in Your Members & Your Member's Members:

Extend our team website to your new members and let them know to create a login so they have access to lots of resources. Invite all new members to any Facebook groups you feel will be of great value to them, beginning with the Enlightened Oilers Community. It is best to choose wisely and sparingly when adding people to Facebook groups. It's never a good idea to overwhelm them with 10 different groups. We don't want a fresh oiler walking away because of Facebook overload. Once they have accepted their invitation(s), welcome them to the group(s) and check in to support them and cheer them on.

Restructure New Members:

This was covered in both Restructuring and Accelerate Your Growth. Basically, once a new member enrolls, you have 5 days to move them via Live Chat or by calling Customer Service. Beyond that you have 30 days via email - resolutions@youngliving.com. Move them wisely, unless you like spending a little money, and a little more work! If you need a refresher, just head back those posts.

Reach Out And Touch Someone:

Woahhhh! Not like that, lol!

You are already in regular contact with your front line and the members you have personally enrolled. If you haven’t chatted recently, reach out to them and check in. Keeping a strong personal relationship going with these people is important.
Check in with new members and find out how they are doing with their PSK. They are new to the world of essential oil and they don’t know what they don’t know. You need to keep asking open-ended questions help them get the most out of their starter kit and keep them excited and guiding them down the natural path.
While you are reaching out, remember those with 0 PV; check in with them, too. Everyone needs a little love, and they just may need some help or a simple reminder to use their investment.

Look Ahead:

Take a moment to look ahead at next month. What are your goals? What have you planned in terms of growing? Do you have any one-on-one meetings planned? Do you have any classes scheduled? What personal things do you have going on where you can prepare yourself with samples that may meet the needs of the people you will run into during personal appointments or outings?

Reflect and Process What You Learned:

Why is it important to have a monthly system to navigate your business?
What will you do to ensure you follow consistent steps each month to take care of your members and strengthen your business?