FAST START The 30 Day Jeep 4 U Roadmap

Transcription

1 FAST START The 30 Day Jeep 4 U Roadmap

2 WELCOME MESSAGE Table of Contents 1. Tranont Fast Start System Overview...2 Congratulations on joining Tranont and becoming part of our family and crusade to Change Life! We are very excited for you and the things you will accomplish. Bear in mind, your success as a member of Tranont depends largely on the dreams and goals you set and the actions you take today. To help you achieve your goals with Tranont, we have created this Fast Start Guide to help you along the way. Take advantage of this guide and follow the actions and steps within as they will help you be successful with Tranont. We look forward to your success and the wonderful things you will accomplish at Tranont. We wish you the best in your journey with us. Sincerely, The Tranont Executive Team Lorne Berry Russ Losee Scott Bland day Jeep 4 U Roadmap First 48 hours Checklist Your First 30 Days Your Why Dreams and Goals Dreams and Goals Worksheet First 7 Days Planner First 7 Days Planner Worksheet Prospecting Contact List Guide Prospecting Leads Worksheet My Top 10 Contacts My Top 10 Contacts Worksheet Tranont Prospecting Guide Training Observation Worksheet Your First 7 Day Checklist Path to Agent Checklist What s Next? The Tranont Duplication System Appendix... 31

3 Tranont Fast Start System Overview Tranont is excited for you to start your Jeep 4 U Roadmap. The Tranont Fast Start System includes a checklist of milestones for you to follow to get started a well as a duplication system you will use over and over again. Tranont is built on the premise of everyone consistently doing a small amount of business. This is then replicated one person at a time until exponential growth turns small organizations into large organizations. How is this accomplished? By teaching a simple, fundamental principle Duplication. 2 Fast Start Checklist Duplication System You New Associate We know there is a need for our education and services. We know we have a compelling and unique solution. We simply need to embrace the courage to take action and hold on to the vision to improve and Change Life. Courage is not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers - NELSON MANDELA fear.

4 The 30 Day Jeep 4 U Roadmap Statistics show that while successful people have varied backgrounds and talents, they have two things in common: They started working hard from day one They hold on to belief in themselves, belief in their dreams, and their passion to continue working until their dreams are realized. Your success depends on how successful you are at combating procrastination. Tranont has a system proven over 30 years by top industry professionals and corporate leaders. Take advantage of the lessons learned from the past. Avoid wasting time and effort on what doesn t work and maximize your effort on what does work. Your success largely depends on your willingness to be coachable and learn from those who have had success in the past. Your 30 day Jeep 4 U Roadmap contains a checklist for your first 48 hours and action items for your first 30 days. The First 48 hours checklist includes the list on the right with corresponding instructions and worksheets on the following pages. Check each box as you read the material and complete the worksheet. This will lead you right into the Tranont duplication model as you complete the 30 day Jeep 4 U Roadmap. First 48 Hours Complete your Dreams and Goals Worksheet Complete the First 7 Days Planner Complete the Prospecting Leads Worksheet with the Prospecting Contact List Guide Complete the My Top 10 Contacts Worksheet Schedule 3-5 appointments, with your mentor, to be held within your first 7 days i. Use the Tranont Prospecting Guide ii. Your first 3 appointment should be within 72 hours Shadow your mentor on your first 5-10 appointments Use the Training Observations Worksheet to make notes of what you learn from each appointment Call your mentor and let them know you have finished your First 48 Hours Checklist and set appointments together. First week Second week Complete the first 7 days checklist Average 3 invitation calls per day 7 appointments weekly 1 new associate signed up 4 When I thought I couldn t go on, I forced myself to keep going. My success is based on persistence, not - ESTEE LAUDER luck. Third week Average 3 invitation calls per day 7 appointments weekly 1 new associate signed up Fourth week Average invitation calls per day 7 appointments weekly 1 new associate signed up Get 3 active members on your team and 12 in your group ASAP! Your monthly membership will be paid for and you will have a JEEP!

5 Your First 30 Days Get 3 and yours for free 6 Meet with your Wealth Coach A Jeep 4 U with 12 in your group In your first week you should be able to sign up multiple new members from your warm market. Make it a goal to sign up at least one new person per week. Always teach your team to do the same. The speed at which you grow your team is up to you. True residual wealth comes from 1) recruiting, 2) helping your team grow and 3) teaching them to do the same. QUICK TIP: A look down the road ME Building your organization wide will bring profit. Building your organization with depth will bring long term stability and wealth. Both are important. Make your first 30 days an amazing Jeep 4 U success story. This will be strong enough to get the attention of even the most successful business people and seasoned networkers. W 1 W 1 W 1 W 2 W 3 W 4 As you build your organization, identify those who are self-motivated. These will be your future leaders. By their fruits you will know them. Work with every new recruit in your organization to drive depth, while looking for leaders. Strategically work with each of your teams to build depth and secure growth and stability in your organization. W 2 W 3 W 4 W 3 W 4 W 4 W 3 W 4 I choose to be unstoppable. I am bigger than my concerns and worries. The strength of others inspires me daily. I focus on my goal. I trust my intuition and live a courageous life. - ARI CASTILLO

6 Your Why Dreams and Goals It all begins with your Why Dreaming and goal setting is an important component of your business plan. First, start with your Why. Why am I doing this? Your Why can be many things - money is not the main thing. Money is the tool necessary to obtain your peace of mind, options for fun or the ability to help others. It has been said that, If it doesn t make you cry, it s not your Why. Every day you need to affirm your why, motivating you to take action. The number one reason people fail in business is they fail to act. Make sure your Why is strong enough to motivate you to get off the couch and work even when you don t feel like it. When you get up and take action, even when you don t feel like it, over and over, taking action will become a habit. When you have done this, you will have overcome your largest obstacle. You can use the S.M.A.R.T. acronym for goal setting; specific, measurable, achievable, relevant, and time-based. For example, if your Why is the desire to travel, determine where to and how often. Go to a travel agency and research options that are achievable and relevant for your circumstances, pick a specific trip, put a price to those options to make it measureable and then determine when to make it time based. How long would you work to receive a six-figure Residual income? Five, ten, fifteen years? If it takes that long would it will still be worth it? Of course it would But we know it can be built faster for the hard working and dedicated. Set you goals and dedicate yourself to do whatever it takes to make them happen. Separate your goals up into short, medium and long term goals. Dreams and Goals Worksheet Make sure that your goals are S.M.A.R.T. My dream is The $ value is My timeframe is My dream is The $ value is My timeframe is My dream is The $ value is My timeframe is My dream is The $ value is My timeframe is My dream is The $ value is My timeframe is Your personal goals will help you determine how much time you will need to put into you Tranont business. Your mentor can help you determine exactly what it will take for you to achieve your goals. Talk to number of people per week. Sponsor number of people per week Set number of appointments per week. Write number of policies per week 8 Make number of presentations per week. Number of hours this represents: Goals may give focus, but dreams give power - JOHN MAXWELL A dream is just a dream. A goal is a dream with a plan and a deadline. - HARVEY MACKAY Treat Tranont like a business and get paid as a business. QUICK TIP: Keep your goals posted such as on the refrigerator where you can see them. Use pictures as well as words to truly visualize your goals. Regularly measuring your progress will help you stay focused, motivated and on the road to success.

7 Below is your First 7 Day Planner Example with possible activities. Optimally you will fill in appointments. If not, then you are creating appointments. First 7 Days Planner Worksheet Example Date: Date: 6 am Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 1 Day 2 Set Day up Office 3 Day 4 Day 5 Day 6 Day 7 10 First 7 Days Planner 67 am 87 am App/contact Tranont is not a job, it is your business and just like any other business it requires work and dedication. Organization is the key to focus and achieving your goals. Determine the hours you will work your Tranont business, especially for the next 7 days. Use the chart on the right to block out the time you will dedicate to your business and changing your life and then make re-occurring appointments in your phone/planner. We recommend you put in at least 10 hours per week to gain momentum and 15 hours in your first week. You can split this up any way you want, but you do need at least 10 hours per week. You will need to match your expectations with the amount of time you invest. The more time you dedicate, the more realistic your goals will become and the faster you will reach them. You will trade and restructure some of your normal activities for time to achieve your Why. Some activities may be less important as your Why such as surfing the internet or TV, others will be true sacrifices, but worth it to achieve your Why. This is where the power of you Why will be measured. 9 8 am am 9 am 10 am 10 am 11 am 11 am 12 pm 12 pm 1 pm 1 pm 2 pm 2 pm 3 pm 3 pm 4 pm 4 pm 5 pm 5 pm 6 pm 6 pm 7 pm pm App/contact 48 Checklist App/contact Prospecting Calls App/contact Prospecting Calls Meeting Prospecting Calls App/contact App/contact App/contact QUICK TIP: Post your schedule somewhere you will see it every day. Be sure to take into account any other appointments you may have, i.e. doctors, appointments, kid events, church etc and schedule your time around them. 8 pm pm 9 pm pm pm pm Training Video 11 pm Set Up 1 Product

8 First 7 Days Planner Worksheet Business and Hobbies Date: Do you have a hobby? Does it make you money? Many treat their new business like a hobby and work it when it s convenient or when they feel like it. If you treat your business like a hobby, it will pay you like a hobby. In fact, if you work your business like your hobby, don t be surprised when it 6 am Day 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 12 cost you money. 7 am Be dedicated to yourself, your dreams and goals. Set hours for your business and work them 8 am consistently. Any real business takes an investment of time and money. Be honest with yourself, decide what you want, and put in the effort and time to get it. 9 am 10 am 11 am Quick Tip: As you build your Tranont business, make sure you differentiate between working and building with Income Producing Activities or IPA s. Working is necessary, but does not guarantee 12 pm you money. Building with IPA s makes you money! 1 pm Working (before 9 am, after 9 pm) Building with IPA s (Any time): 2 pm Watching videos Making appointments Organizing your desk Inviting people to presentations Making a contact list Giving presentations Training Introducing products to potential clients Attend a meeting by yourself Attend a meeting with a guest What percentage of your time do you want to be income creating? Don t find yourself at the end of the week having worked many hours, but not having built your income and your business. 3 pm 4 pm 5 pm 6 pm 7 pm 8 pm Twenty years from now you will be more disappointed by the things that you didn t do than by the ones you did - MARK TWAIN do. 9 pm 10 pm 11 pm

9 Prospecting Contact List Guide Try to keep a running list of at least 100 contacts at all times. What is the difference between a contact and a prospect? A contact is anyone you meet or know. Be sure you re not pre-judging anyone that you don t think will be interested in your products or business. A prospect is someone you have spoken with that has expressed interest in learning more. After you have added your contact lists from and social media etc. Consider the people you know that are still not in your Tranont contacts list. Who do you know that is: Looking for a new job In need of financial improvement Very driven (Everyone!) A successful business person Working a stressful job Friends with everybody Exercising regularly A natural leader Full of integrity Hates to lose Co-Workers: Past and present jobs, if your spouse works, their past and present jobs People that you do business with: Landlord Attorney Waitress Mailman Optometrist Mechanic Security guard Pharmacist Day care provider Dry cleaner Hairdresser Dietician Satellite/ cable installer Landscaper Sales people that you know: Realtor Cell phone Furniture salesman Car Salesman Jewelry salesman Travel agent Security system salesman Anyone that would benifet from improved financial health. EVERYONE! 14 Family members: Immediate family: Spouse, children, brothers, sisters and parents Extended family: aunts, uncles, cousins, nieces, nephews, grandparents, in-laws, Friends, neighbors, and everyone on your holiday card list Contacts through children: Teachers, car pool, sports, scouts, dance, babysitter, bus driver, etc Church, School and social groups: PTA, sorority, fraternity, alumni group, bowling league, church, gym etc Remember, the names you write down will be the foundation of your business. Building your business should be fun! Find fun, motivated people to spend your time working and playing with! Look for people you like and want to be around Look for people who are desperate for success Look for happy people, NO GRUMPS ALLOWED Look for people initially within driving distance of your home Look for people who have a dream and are willing to do something about it Look for upwardly mobile people, not projects Look for the most successful people you know Additional information is available in My Tranont > Training > My Tranont Whitepapers > Building a Contact List If somebody offers you an amazing opportunity but you are not sure you can do it, say yes then learn how to do it later! - SIR RICHARD BRANSON

10 To identify your prospects, think of those you would like to do business with or who could benefit from Tranont products. Don t leave anyone out, resist the urge to eliminate people. Have you ever met someone who would not want to be better off financially? Our mission is to offer options, solutions and education for the financial challenges that face all people. Populate the chart below and build your prospects list: 16 Prospecting Leads Worksheet QUICK TIPS: One of the quickest ways to create a list is to import or copy your contact lists from electronic formats and social media accounts such as & Facebook. Use the Prospecting Contacts List Guide on the previous page to capture additional contacts. Warm up your former warm markets. Reach out and connect to those who were once in your warm market (such as high school friends) while you work on your current warm market and you will receive the double benefit of reconnecting with a friend and finding an approachable contact. Open up your mytranont office and enter the names into your contacts list. You then can use Tranont Business Building Tools to track and reach out to your contacts. People will forget what you said, people will forget what you did, but people will never forget how you made them feel. - MAYA ANGELOU

11 My Top 10 Contacts Worksheet Name Phone Contact Date App. Date First Look Date Follow Up Date Second Look Date Enrolled Date Their First 3 Date 18 My Top 10 Contacts Identify your top 10 contacts with your mentor and set up appointments to share Tranont with them. Set your first 3 appointments for the next 72-hour period and use the Training Observation Worksheet to shadow your mentor during these appointments. The first 10 appointments should be scheduled within the next 7 days. Your goal is 10 appointments per week for the first 3 months. Remember that it is important to select your top 10 leads from different social circles such as family, friends and others. Start with your Fab 5, people that you believe will tell you yes. One hundred percent of the shots you don t take don t go in - WAYNE GRETZKY Don t get discouraged!!! Successful salesmen get told no more often than yes. It s nothing personal; it s just the way sales work. Remember that we are trying to help people with solutions to their needs and opportunities to improve their lives. Also keep in mind that when people say no, they are saying no to the opportunity, not to you. And when they say no to the opportunity, they are often just saying, Not now. Sales is a numbers game. After you meet with your initial 10 contacts, make appointments for another 10. The key to success in direct marketing is the repetition of consistently executing the duplication system.

12 Hello [Insert Name], Friendly small talk. I ve recently been taking a deeper look at my financial health and have been able to improve my situation significantly (personal example). Not only have I added security to my financial situation but I have just started working with a financial services company that really helped me and my family. I m currently going through their training program to expand on what I have already learned. 20 I was surprised at how much I didn t know that s now helping my family, and I think it may be helpful for you and your family as well. I just knew you would be interested in similar education. I would be happy to introduce you to my Wealth Coach. He/she is amazing and I m sure you will learn something that you appreciate and increases your financial knowledge. When can we meet in the next few days? A bit more casual and direct might sound like: I was talking to a Wealth Coach the other day and I was totally doing everything wrong. He showed me how to fix things and I am so much better off. Can I meet that person too? Sure, I can get you two together What time is good for you. Tranont Prospecting Guide It s all in the approach. Remember that this is about helping your prospects. Listen for what piques their interest and then tell them you have something that may be helpful for their situation. Remind them how it has helped you. Practice a message similar to this and be able to deliver it naturally in your own words: The purpose of your initial conversation is not to sell the concept over the phone or face to face. You want to identify an interest in changing and then commit them to gain further information. Often on the phone your contact will ask you to just tell me real quick what you are doing do not fall into the trap of trying to give a 30 minute presentation in 3 minutes. You may throw out a carrot by mentioning that you have learned more about financial services, tools, products, investment protection and identity protection strategies that you would need more time to explain in person. You can use your mytranont tools to send similar messages, as well as to track contacts and responses. When you do what you fear most, then you can do anything. - STEPHEN RICHARDS

13 Tranont fosters a community of people interested in helping each other reach their maximum potential. Observing your mentor in action is a fantastic way to discover proven methods of successful interaction and presentation skills. ***Remember that if you are not a licensed insurance agent, you cannot legally speak about products during an insurance product sales discussion*** Use this worksheet to take notes as you observe your mentor. QUICK TIPS: Edify your mentor and build their credibility before the presentation or meeting. A proper introduction that highlights experience and strengths at the start of the meeting will build credibility and trust. Your contact will listen closer and this will make a significant difference in your success. 22 Training Observation Worksheet How did your mentor start the conversation? How long did the presentation take? How did your mentor start the presentation? What type of questions did the prospect ask? What key words or phrases did your mentor use during the meeting? What was the most impactful thing your mentor said during the presentation? How did your mentor transition between topics? What personal examples did your mentor use? What examples of your own could you use or develop? How did your mentor get back on track or steer the conversation back to topic when needed? What questions did you think of during the presentation? How did the presentation end? There is nothing wrong with butterflies! You just have to get them to fly information! - AUTHOR UNKNOWN

14 Your First 7 Days Checklist Set your momentum Call your prospects on your Top 10 Prospect Worksheet and set appointments with your mentor Your first three appointment should be within 72 hours You should have 10 appointments in your first 7 days Shadow your mentor and use the Training Observation Worksheet 24 Set up your Tranont office space (After 9 pm, before 9 am) Find a quiet space and set up your office space Purchase a day planner and determine hours you will dedicate to your Tranont business Post your Tranont Dreams and Goals Worksheet and visual representations of your dreams where you can see them everyday Login to your MyTranont account and set up your virtual office Order your Tranont business cards at MyTranont Tools, found on the member login page Begin the path to agent Go through the CNA process with a Wealth Coach Obtain your own Tranont Life product (week 1) Follow Path to Agent checklist (week 2) Begin study (week 2) Your First 7 Days Checklist Your first 7 days in your business are the most important. They set the pace for how fast you will grow your business and how quickly you reach your personal Tranont goals. They create the story of success you will tell to others. As a Tranont independent business owner, you are your own boss! You are in control of when you work and how much money you want to make. Like any new business, the more you invest of yourself and your time, the better your results will be. Goals are dreams we convert to plans and take action to fulfill - ZIG ZIGLAR Use Tranont Products Watch the product use videos, one product at a time, and set up the products over the course of the next 30 days, learn as you earn. Watch one lesson per week. Defend Tranont Tax Oneview Tranont education Personal Development Listen to CD s and online programs daily, read good books. A great idea is to listen to these materials in your car every time you drive. Schedule 10 minutes a day for reading. Examples: How to Win Friends and Influence People, Think and Grow Rich

15 In order to sell licensed products or to earn commissions on licensed product sales you need to be a licensed and assigned agent with TranontLife. This checklist will help you meet these requirements. Path to Agent Checklist Use your contact list and work with your mentor to get the best education possible by accompanying your mentor on actual presentations, CNA s and subsequent visits where appropriate. (At times your contact would prefer to meet with a Wealth Coach privately) 26 Enroll in an insurance test course such as the one offered at testeachersonline.com/tranont A. Select the Life Insurance course B. Live reviews and crosswords are available if you would like them. Go to and click on the State Information Center button. Once the map loads, click on your state. Each state s licensing requirements can be found on their own unique insurance website. Make sure you understand what is required by your state. Complete your study and pass the test and any other requirements set by your state A. You must start by becoming licensed by the state in which you reside Complete the new agent checklist and paperwork A. This can be found at URL: B. MAKE SURE YOU SEND PAPERWORK TO: Fax or to tranontlife@tranont.com

16 What s Next? The beauty of the Tranont system is that you can now duplicate what you have just done. Don t worry, it may seem intimidating at first but you will get better each time. You will be able to explain it and train it with increasing comfort and proficiency. 28 Remember to have fun and be dedicated. If a new Associate comes to you and says Tranont doesn t work, ask them if they have completed the fast start checklist and engaged in the duplication system. Chances are they have not. Tell them that the system can work if they do and offer to help them improve their skills. To maximize your success, you must envision who you want to be and take steps to become that person. We envision you becoming a master leader with presentation, sales and communication skills to match. Embrace the journey to greatness and make your potential a reality with diligent study and improvement. Your success will increase at the rate of your personal development. Learn from you mentor. Learn from inspirational audios and books. Become more and share with your team along your journey. We know there is a need for our financial education and services. We also know we have a compelling and unique solution. We simply need to embrace the courage to take action and hold on to our vision to improve and Change Life.

17 The Tranont Duplication System Fast Start Checklist 30 Keep it simple! Those that become the biggest leaders are not the ones that know the most. They are the ones that duplicate a simple system within their team. Use this Fast Start Roadmap with every person who joins. Duplication System Personally help your new team members to do the following for optimal success: 1. Help them to complete the 48 hour Checklist 2. Help them to set their first appointments 3. Help them to use this guide PROSPECTING Compile a fresh Prospecting Leads worksheet and Top 10 Contacts worksheet regularly. 4. Help them to give the same support to their new team members CONTACTING PRESENTATIONS You New Associate

18 Appendix Month 1 Example scenario You should aim for at least 1 recruit per week. In the beginning with may be able to gain 5 or more with your Fab 5 and your Top Personal recruites one per week 14 in group + me = 1,500 Group Volume Potential first month compensation Team Bonus $100 $100 Car Bonus $500 $250 $600 $350 Month 2 Example scenario 4 Personal recruits (Month 1) 8 Total [obtain license} 4 Personal recruits (Month 2) In Month 2, assuming each of your 4 Month 1 recruits were able to duplicate 1 per week in their organizations and you do the same, the scenario below is possible (remember, your Fab 5 and Top 10 can produce more than 1 person per week): ME 1,500 1,500 1,500 1,500 W 1 W 2 W 3 W % contract rate + Builder Bonus ME W 2 W 3 W 4 W 3 W 4 W 4 W 3 W 4 W 4 W 1 W 2 W 3 W 4 Other potential first week recruits W 2 W 3 W 3 W 4 W 4 W 4 W 4 W 3 W 4 W 4 W 4 1,500 Potential second month compensation (with Life Insurance license) 4 2,800 points each 5x 1, (your own) = 7,600 11,200 points split with writing agent Group Volume 5,600 50% (SFC) =$2,400 (Mo 2) Executive Bonus Totals Life = $2,400 Pool - 1 Share Team Bonus = $500 $3,400 + Bonus Pools + Life Bonus Business Builder of $100 Jeep Bonus = $500 Bonus Pool - 1 Share *The examples used herein are not typical and are for illustrative purposes only and do not constitute a claim. Each associates results will vary. *The examples used herein are not typical and are for illustrative purposes only and do not constitute a claim. Each associates results will vary.

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