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Success Checklist

“You have always had, you have at this moment, you
will always have in the future the power to achieve,
to accomplish, to have anything and everything you want.”

1. GOALS

    •  Have you set a BIG, yet BELIEVABLE GOAL?
    •  What is your OVERALL GOAL with this program?
    •  How much are you going to make your FIRST MONTH?
    •  How much are you going to make after 3 MONTHS?
    •  How much are you going to make your FIRST YEAR?
    •  Have you used the ONLINE MARKETING TOOL?
    •  Have you put that goal number where you can SEE IT?
    •  Have you made the goal visible to the staff?

2. HEADSPACE

    •  Do you BELIEVE you can do this?
    •  Are you listening to SMT “Self Mastery Technology” daily?
    •  Are you listening to books on tape every day?
    •  Have you resolved the negativity in your life?
    •  Do you have a PASSION for this work?

3. PRACTICING WHAT YOU PREACH

    •  Have you done a WEIGHT LOSS PROGRAM yourself?
    •  Can you EXPLAIN how the program changed your life?
    •  Has every member of your STAFF done a program?
    •  Can staff EXPLAIN how the program changed their lives?
    •  Have you offered your staff a FREE 20-DAY PROGRAM?
    •  Are you and your staff constantly EDUCATING YOURSELF?

4. OFFICE ORGANIZATION AND FLOW

    •  Does your OFFICE SPACE have the best flow?
    •  Where will you hold the SEMINARS?
    •  How many CHAIRS can you fit?
    •  Where will you do the initial ONE-ON-ONE EVALUATION?
    •  Where will you EXPLAIN THE PROGRAM?
    •  Where will you have the WEEKLY MEETINGS?
    •  Where will you do your BODY WRAPS?
    •  Where will you put your SAUNA?
    •  Where will you have your WHOLE BODY VIBRATION?
    •  Will you have EXERCISE WITH OXYGEN therapy? Where?
    •  Does your office have a SPA-LIKE atmosphere?

5. SOLUTIONS4 SET UP

    •  Have you set up an ACCOUNT? Call 877.817.6074.
    •  Have you PURCHASED ENOUGH PRODUCT?
    •  Do you have at least one PROGRAM SUPPLEMENT KIT?
    •  Do you have all Solutions4 Nutritional Shakes flavors?
    •  Have you displayed the SERVICES POSTERS?
    •  Have you purchased Solutions4 PRODUCT BAGS?
    •  Have you set up a Solutions4 DISPLAY?
    •  Have you printed the “BENEFIT LABELS” for the display?
    •  Are you using EMPTY bottles on your display?
    •  Have you PRINTED the NUTRITIONAL REFERENCE GUIDE?

6. SERVICES, PROGRAMS AND PRICE

    •  Have you determined what SERVICES you will be offering?
    •  Have you set the PRICE of services and programs?
    •  Have you updated your PROGRAM PROTOCOL SHEETS?
    •  Have you ORDERED or PRINTED your PROGRAM BOOKS?
    •  Have you created PATIENT FOLDERS for each program?

7. STAFFING – KEY ROLES & RESPONSIBILITIES

    •  Who is the OFFICE MANAGER?
    •  Who manages the FRONT DESK?
    •  Who is the THERAPIST?
    •  Who is the WEIGHT LOSS ACCOUNTABILITY COACH?
    •  Who is accountable for the MARKETING responsibilities?
    •  Who is the SEMINAR ASSISTANT?
    •  Who will be giving the SEMINAR presentation?
    •  Who will be selling through ONE-ON-ONE EVALUATIONS?
    •  Who is working to REACTIVATE past patients?
    •  Do you know the LIFECYCLE OF A POTENTIAL PATIENT?
    •  Does your staff have their JOB DESCRIPTION?
    •  Are your staff COMPLETING daily checklists and metrics?
    •  Are your staff CLEAR on why they are keeping metrics?
    •  Does your staff know the FOLLOW-UP SYSTEM?
    •  Have your staff signed the GENERAL POLICIES?

8. FIRST SEMINAR - Ready, FIRE, aim!

    •  Have you scheduled your FIRST seminar?
    •  Do you have AT LEAST ONE seminar scheduled per week?
    •  Have you put your first 4 seminars in CLUB REDUCE?
    •  Did you put SEMINAR DATES in Club Reduce?
    •  Have you made your Seminar FOLDERS?
    •  Do you know HOW to use the presentation documents?
    •  Have you practiced the seminar PRESENTATION?
    •  How will you SCHEDULE one-on-one evaluations?
    •  Have you UPDATED seminar attendees in Club Reduce?
    •  Do you know WHO will follow up with seminar attendees?
    •  Is this person using the SALES FOLLOW-UP SYSTEM?
    •  Does this person know WHY the system is important?

9. MARKETING TO CURRENT PATIENTS

    •  Have you watched the WEBINAR “Marketing to Current Chiropractic Patients for Weight Loss”?
    • SET UP
    •  Have you recorded a video for your LANDING PAGE?
    •  Do you have a specific MARKETING PHONE NUMBER?
    •  Do you use the “FRONT DESK SCHEDULING LOG”?
    •  Have you trained your staff to take INCOMING CALLS?
    • MARKET TO CURRENT PATIENTS
    •  Have you created a MAILING LIST of your patients?
    •  Have you updated the POSTCARD for the mailing?
    •  Have you created an EMAIL LIST in .CSV format?
    •  Have personalized the EMAIL TEMPLATE?
    •  Have you chosen a DATE for the postcard and email?
    •  Have you PRINTED your postcards and had them mailed?
    •  Has the EMAIL BLAST been sent by Club Reduce?
    •  Have you displayed the large POSTER by your front desk?
    •  Have you placed the FLYERS in acrylic sign holders?
    •  Do you have flyers at the front desk?
    •  Have you printed the NUTRITIONAL SHAKE BROCHURE?
    •  Do you have NUTRITIONAL SAMPLE SHAKES on hand?
    •  Have all your patients tried the NUTRITIONAL SHAKES?
    • MARKETING & FOLLOW-UP SYSTEM
    •  Do you have a MARKETING PERSON to manage leads?
    •  Does the person use the FOLLOW-UP SYSTEM?
    •  Does he or she understand WHY it is critical?
    •  Does the person know WHAT TO SAY during a call?
    •  Can he or she REGISTER people for the seminar?
    •  Does your marketing person set GOALS?
    •  Does your marketing person trace the KEY METRICS?
    • FRONT DESK STAFF & THERAPISTS (all staff)
    •  Is your entire staff trained to TALK to patients?
    •  Can your staff SCHEDULE someone in Club Reduce?
    •  Does your staff know to claim CREDIT for scheduling?
    •  Does your entire staff know the BONUS structure?
    •  Does your staff understand the KEY METRICS they track?

10. MARKETING PLAN - MORE LEADS!

    •  Have you reviewed the MARKETING QUICKSTART GUIDE?
    •  Have you placed WANTED BANNER & BANDIT SIGNS?
    •  Have you started scheduling CORPORATE LUNCHES?
    •  Have you scheduled a TRADESHOW or HEALTH FAIR?
    •  Have you done the “Leads for the Leadless” campaign?
    •  Have you implemented the SALON PROGRAM locally?
    •  Are you doing the DINNER WITH DOC celebration?
    •  Do BUSINESS CARDS include the BODY WRAP OFFER?
    •  Are each of your staff handing out these business cards?
    •  Are you sending the NEWSLETTER to your patients?
    •  Have you completed your MARKETING PLAN?
    •  Do you have a scheduled WEEKLY MARKETING MEETING?

11. HOW TO SELL A PROGRAM

    •  Did your patient complete their HEALTH ASSESSMENT?
    •  Do you know how to use the assessment to help CLOSE?
    •  Did your patient complete the INTAKE FORM?
    •  Have you trained on HOW TO SELL A PROGRAM?
    •  Are you comfortable with the CLOSING TECHNIQUES?
    •  Have you set up FINANCING OPTIONS for payment?
    •  Are your front desk staff trained on taking PAYMENTS?
    •  Do you know what to do once your patient PURCHASES?
    •  Who will manage that patient if they don’t purchase?
    •  Will that person use the SALES FOLLOW-UP SYSTEM?
    •  Does your sales person understand the KEY METRICS?

12. ACCOUNTABILITY COACHING

    •  Is your Coach PASSIONATE about LIVING the program?
    •  Does your coach have a LIFE-CHANGING story to share?
    •  Does your coach stay up to date with nutrition?
    •  Is your coach EDUCATED on your programs?
    •  Does your coach use the FOLLOW-UP SYSTEM?
    •  Does your coach meet with EVERY PATIENT weekly?
    •  Does your coach CONTACT your patients every week?
    •  Are you rescheduling appointments the same week?
    •  Does your coach ASK FOR REFERRALS with every patient?
    •  Does your coach get TESTIMONIALS from patients?
    •  Does your coach LOVE your patients to HEALTH?
    •  Does your coach understand the KEY METRICS?

13. MANAGEMENT

    •  Do you track ALL METRICS each week and month?
    •  Do you compare your stats month over month?
    •  Do you use those stats to adjust your goals?
    •  Are you using the MARKETING PLANNING TOOL?
    •  Are you holding WEEKLY STAFF MEETINGS?
    •  Are your staff sharing their stats at meetings?
    •  Are you with each staff member for 15 minutes?
    •  Are you using the Solutions4 PRODUCT SHEETS?
    •  Is your office free of not-allowed FOOD?
    •  Does your staff implement the “RULE OF 2’S”?

14. ONGOING EDUCATION

    •  Are you working on this program EVERY DAY?
    •  Are you and your staff watching the weekly WEBINARS?
    •  Have you watched relevant TRAINING VIDEOS?
    •  Have you read the FREQUENTLY ASKED QUESTIONS?
    •  Are you attending the ANNUAL SUMMIT in November?

15. THREE THINGS YOU NEED TO SUCCEED

    •  #1 – THE BELIEF YOU CAN DO THIS (It’s all in your head!)
    •  #2 – THE RIGHT SYSTEM (Club Reduce is all you need!)
    •  #3 – IMPLEMENTING THE SYSTEM! (Just do it!)
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