Checklist for New Enrollment
1. Confirm their placement on your tree
a. This cannot be changed once they are enrolled! It is always good to check with your team leaders on placement. Every placement counts! Do not discount this step.
2. Create account
a. Username should be “firstnamelastname” whenever possible. Whatever is there username is part of their website address so you don’t want something random that’s difficult to pass on to people.
b. Set the initial password as “Cleanse1”. Many people at the time of their first auto ship can’t remember their password because they haven’t been in there. Setting the password as "Cleanse1" you can usually help them get in without having to go through the hassle of password resets.
c. Regardless of the person’s interests, leave all email subscriptions checked. They are not frequent that they are invasive and some product users will see business emails and become intrigued.
3. Build their pak
a. When entering credit card information, make sure to check “save information to profile.” You want this saved for auto ships and future orders.
b. Build their auto ship.
4. Select build auto ship from catalog
a. You want to put a minimum of 100BV in someone’s auto ship. They can change this at any time, however, if someone forgets they at least have useful product coming and do not become inactive. I recommend adding the Healthy Lifestyle Pak (you can find it under Healthy Aging) because it is all products they would need refilled at this point anyway.
5. You must change the number of days and calendar days of the auto ship.
a. Leaving the default at 30 days deprives them of additional cycles and money they could potentially earn. It can also put you into grace period or set you up for the potential of losing your leadership status. Change it to 28 days. You must also change the calendar date; it will not automatically change with it. Once this is done once, it will remain so it is only important this first time.
6. Submit the order
a. Write down the Isagenix ID, order number, and order total.
b. Send the welcome email with attachments: 40 plus snack ideas, cleanse day schedule, dieting vs cleansing, shake day schedule.
7. Add all product users to Team Anchored on Facebook.
a. Go to “members” on the page and click “add member.” Admin must approve the member so check back for when they are showing added.
b. Once they are showing added welcome them on the team page!
8. If they are interested in the business side or at least open to getting their products paid for
a. Send the following email
Email – new biz email
With attachment: New Associate Interview, Advertising you on Facebook
Add them to Team Anchored Biz and Team Arrow Biz on Facebook.
a. Go to “members” on the page and click “add member.” Admin must approve the member so check back for when they are showing added.
b. Once they are showing added welcome them on the team page!
