Welcome to the Shelf Reliance, Cami Harris Team!
Team AWESOME I
should call it!!! I will be
helping you train, explore and grow your new Shelf Reliance Business! We will make a great team if you are willing
to work hard, follow through on your assignments/training, study, and try new
things. I can’t
promise you that it will be easy, but I will promise you that hard work PAYS
off!
To get started, I’ve
created this little form to help you explore and learn about Shelf Reliance before
your Consultant Started Kit even gets to your front door. It’s so important to stay excited and
motivated about your new business, and I don’t want you
to loose any steam waiting around for your kit to get here!
First of all I
have some business recommendations for you.
These are things I wish my trainer had told me to do right away. It would’ve saved me some time as I tried to do it
later on down the road!
·
Set up a new business email address right away. You will receive a lot of emails from Shelf
Reliance (SR) and from your customers.
You don’t want them getting mixed up in your
personal email stuff. It’s
nice to have them separate.
·
Once
you’ve got a new email address, please send
it to me, and change your account information at www.shelfreliance.com (account information). That way, all emails from SR will start to go
to your new business email address.
·
Set up a business checking account with a debit or
credit card. Orders can only be placed using a
credit/debit card. So when a customer
pays with a check, have them make it out to you. Deposit it into your business checking
account. Wait for it to clear. Then enter their order into the back office
using your debit card as the billing information. Same goes for cash.
·
Order business cards. This is optional…and
you can survive without them, however, I have found that people request them a
lot and they are helpful when someone isn’t quite ready to order from me yet, but
they want my information for later. You
can make your own if you’d like or place an order through any
company you wish. However, make sure
that they say “Independent Consultant”
on them. It’s
part of the policies and procedures for the company. There is also a SR Mall area in the back
office (under “Tools”
tab) where you can order
business cards, shirts, hats, and sticker for your car windows, etc. Make sure your card includes your business website on the card. You want to direct people to YOUR website...not the companies website. (To set up your website go to your
·
Create a filing
system.
I just bought a file
box and some manila folders. I use one
file for each party I create. On the tab
of each folder I write the Host’s name and the party ID#. I have the box filed into different
sections.
o
1.)
Parties that are closed
o
2.)
Parties that are scheduled
o
3.)
Parties that need to be rescheduled
o
4.)
Customers that want me to keep their credit cards on file for ordering
purposes. These customers order from me
regularly and I have a file folder with just their name on it and all previous
orders.
I
add all orders from the host’s party to their folders. This will help you find customer order forms
and information quickly if they call you.
You can ask them which party they attended and then find that file to
access their info. I also have more
training on my filing system that I will discuss at a later time.
·
Start planning your first 2 parties, back-to-back! This will get you some much needed practice
and also offer two different times for people to attend. I had my first party on a Friday night, for
couples, and then followed up with another party, open-house style, on
Saturday. This was nice because people
could choose from two dates, and I learn so much from my first party that I was
much more prepared the next day. (Just
remember that your friends are understanding when you mess up or don’t
know all the information! So no worries!
Just go for it and share what you love!)
Now that you have
those recommendations down, please start working on these baby-training steps.
Step #1: Login in to the Back Office.
www.shelfreliance.com is the Front Office, and is what the
public sees. The back office is for
consultants only and is found at www.shelfreliance.com/myoffice. Use your email address and your password, then hit login.
*Your password is
either the temporary password sent to you when you became a customer of SR, or
the one you changed it to. If you still have a temporary
password, you can go into the front office www.shelfreliance.com and change your password by going to: My Account > Account Information > Change Password.
Step #2: Check out the Training Tab.
After logging in
you will come to your Consultant Dashboard, or your business at a glance. At the top of the page you will also see some
tabs that will help you maneuver around your back office. Please click on the “Training”
tab and then click on “Training Resources.” You will find a lot of great information here! There are tabs on the left hand side. Please check out these items:
- Under Videos: Watch the video titled “My Office Intro” and “Creating an Event.”
- Under Materials: Read the Consultant Training Manual. One will come in your kit, but you should get a head start on reading it! Pay special attention to the Party Script section. Study, study, study!
- Under FAQs: Read and look over Consultant FAQs. Some of your questions might be answered under that section, if not in the manual.
- Under Notes/Recordings: You will find important training calls that have happened in the past. The people who give these training calls are some of the top sellers in the company and I always learn a lot from them. I recommend listening to “Commission Plan,” May 2, 2012. It will help you understand how you get paid in this business. The other one that I would highly recommend is “Shelf Reliance Opportunity and History” Feb 21, 2012. This will help you better explain and understand the amazing company you’re consulting for and help you explain it to others.
Step #3: Set yourself up as a customer:
Go back to the top
of your page and click on the “Quick Links” tab,
scroll down to “Add customer” and
click. On the left hand side of the page
you will see an area where you can add your new customers. Please add yourself for practice! You don’t need to include a party number. This is just for quick referencing, but not
necessary.
Adding a person,
as your customer, is the first thing you should do before placing anyone’s
order. The computer won’t
let you order for someone until they are listed as your customer.
Step #4: Enter your two party dates as events.
Go back to the top
of the page and click on the “Events” tab, scroll to “create
an event” and click on it. Next check the box, “This
is a Party.”
Fill in the information for your first party. At the bottom of the page is a box that says,
“booked from (party ID).”
You won’t
have one for your first party, but when you book your second party, place the
first party’s ID
# in that box and you’ll
receive $100.00 in half-off items as a host benefit! Woot!
Woot! J If you have any problems understanding this,
you can watch the training video titled “Creating
an Event”
under the “Training” tab.
*Party ID number can be found after you click “update event,” or under “Events” tab, scroll down to “manage
events.” ID number is in the left-hand column. I always add a person’s party ID # to their file folder for
later reference. (I will have further training on filing at a
later date.)
After you’ve
done the following, please feel free to explore more items under the training
tab and explore the back office. Watch
more videos and listen to more recordings.
Send
me an email or give me a call letting me know that you’ve completed the
assignments and recommendations. I’d be happy to answer any questions related
to these assignments and more! After you've fully understood step #1 you can move on to Consultant Training #2 and so forth. Call me with any questions at anytime!
Sincerely,
Cami Harris
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