Guided assessment

Guided Assessment
Guided Assessment
Overview
Introduction to the Guided Assessment
Thank you for taking time to complete this assessment form. It will take you about 30 minutes to
complete. This exercise will help you organize your thinking, discover the essential best practices
you must address as you prepare to launch and grow your business, and allow you to assess
your strengths and weaknesses. When you return this form via e-mail we will schedule your
complimentary coaching call with one of our Founders. They’ll discuss your business concept,
give you their thoughts on your chances for success in today’s marketplace, and answer any
questions you might have. You’ll find that call to be very valuable – and there is no fee and no
obligation on your part to purchase additional services. Please provide us with as much
information as you can. The more information you provide, the better prepared we will be for your
coaching call.
Part I: Business Information
Vision
1. Briefly describe your vision for your business. Write from the heart and do not worry
about wording.
This box will expand as you type in your response
The vision of The Trust MLM is to institute welfare and infrastructure development project for
Eritrean refugees situated in the eastern region of The Sudan. We aim to achieve this
thorough an array of innovative micro projects and sustainability programs as furnished
below.
2. What type of field compensation model do you intend to use (MLM, Party Plan, Hybrid)?
MLM
3. What is the proposed name of the company?
The Trust MLM
Guided Assessment Page 1 of 20
Copyright © 2010. LaunchSmart, LLC. All Rights Reserved. REV 12/25/2015

Guided Assessment
4. If you are already in business, describe your current business and what you are
expecting to accomplish through direct selling.
Mission
The Trust MLM's mission is to provide customers with the finest orphan sponsorship and
development deal in the market. We exist to attract and maintain customers. When we
adhere to this maxim, everything else will fall in to place. Our products will exceed the
expectations of our customers.
Goals and Objectives
 The objectives for the first three years of operation are outlined below:
 To create a service-based company whose primary goal is to exceed customer
expectations.
 The utilization of The Trust MLM services by at least 50% of the local population.
 To increase the number of sellers by 50% each year.
 To develop a sustainable home-based business, surviving off of its own cash flow.
Quantitative Objectives:
Generate revenues of £2,451,320 in sales for our current and due for launch
services.
Qualitative Objectives:
 Establish a donation network consisting of residential as well as business clients
 Effectively distribute food to low-income families
 Achieve best practice charter
 Collect over four million pounds (weight) of harvest in second year of operation
 Investigate alternative primary resources
 Effective use of existing assets and resources
 Efficiently administer the organizations departments

Guided Assessment
Organization Summary
The Trust MLM, located in London, U.K, is a network marketing business that sells
orphan sponsorship to end consumers. The company will use personal contact recruiting
to develop a sales force that will help sell more products.
The business will be based out of the owners home. It is forecast that we will reach
profitability by month 12, and we will earn modest profits by year three.

Guided Assessment
5. Identify the key members of your team. Briefly describe each member’s business skills
and background, as well as their experience (if any) in direct selling.
Agent
Mr. S Mohammed
 Three years business development experience
 Comprehensive business plan compilation expertise
 Highly resourceful with excellent affiliation skills
 Sound Administration and IT skills
 Web friendly with design and marketing brilliance
 Excellent interpersonal and communication skills
 Highly self motivated and success driven individual
 Educated to treasury level academia
Corporate structure
 Chairman
 Treasurer
Functional Structure:
 Director
Finance Manager
 General Manager
 Sales and Marketing
 Operations Manager
Operations Supervisor
Operational Structure:
 Distribution Manager
 Volunteers Manager
 Youth farm Manager

Guided Assessment
Product
6. Describe your basic product concept. What is the “flagship” product or service you will be
selling? Describe specific features and benefits.
Orphan sponsorship program
This program has attracted people who felt the responsibility towards children in The East
Sudan refugee's camps. Today The Trust has more than seventy (70) sponsors who offer a
monthly contribution of £20 that covers the needs of an orphan for a whole month. The Trust
provides every sponsor with detailed evidence of how his/her donations are allocated along
with photos of the sponsored individual.
Family Sponsorship
We also have a family sponsorship program: for as little as £50 a month, an entire family is
provisioned with the necessities of life.
7. Describe where you are in the development of your product. Is there still development
work left to do? Are you ready to go to market?
Launch Stage
8. Product / Services Market Description – Describe the overall product market you will be
targeting (for example, health care, home crafts and hobbies, skin care, etc.). If possible,
describe the market size, characteristics, and key trends.
 Trade boards
 Media technology
 Fund-raising venues
 Community center boards
9. Specific Market Segment Description – Describe the specific product market segment(s)
(within the overall product market) you will be targeting (for example, general wellness,
vitamins, energy drinks, scrapbooking, anti-aging crèmes, etc.). If possible, describe the
market size, characteristics, and key trends.

Guided Assessment
Referral marketing
100 Contacts list:
The Trust MLM will begin with a referral marketing system because to some degree a trust
relationship has already been developed between the distributor and their referral list. Due to
the nature of this business, where you sell directly to the consumer, it helps considerably to
have already established a relationship. With a relationship already established, it is far
easier to then sell the product because the prospective customers skepticism has been
lowered.
Direct Selling
Job board:
In order add value to customers, we aim to hire sales professionals. We will commence with
Job boards initially moving on to more specialist services in due course.
10. Competitive Analysis – Describe the key features and benefits of competitive offerings
against which you are going to compete. Are there any features and benefits valued by
your target market that are currently not being addressed by competitive offerings that
your offerings could address?
Strategic benefits
Through the power of residual income, network marketing allows people to achieve both time
and financial freedom. Life is too short not to be enjoyed and having more time is one of the
best ways to improve your quality of life. For this reason, network marketing was the smartest
decision we ever made and we strongly encourage you to take a serious look into this proven
business model.
Network marketing offers a proven business vehicle that can help you to achieve your
dreams.
Functional benefits
Choose Your Own Income
When I looked into the option of a home based business for the first time it became very clear
that as an employee my boss was simply employing me at wholesale price while selling me
for retail. Who do you think was making the profit? Not me, that’s for sure.
As an employee I discovered that no matter how hard you work, you can never get paid what
you’re really worth as your boss will always take a percentage of your profits. By choosing to
operate a home based business there is no limit to how much you can earn. All it takes is a
little bit of education and the commitment to put it into practice and you too could be on the
road to financial freedom.

Guided Assessment
Choose Your Own Hours
Being your own boss allows you the flexibility to choose your own hours and where you
choose to work them. This can lead to an element of time freedom where you get to spend
more quality time with friends, family and enjoying your favorite past-times. Feel like sleeping
in today or knocking off early, without having to worry about commuting or being stuck in
traffic. Working from home means you no longer have to unnecessarily add hours to your day
and take years off your life
Choose Your Work Environment
Being your own boss allows you to design and work in the ideal working environment,
surrounded by the people and things that you love. You get to play your favorite music, wear
your most comfortable clothes and better still, take breaks when you want.
Don’t feel like wearing a suit or tie, you no longer have to. Simply climb out bed, stumble past
the kitchen for your favorite breakfast and then head down the hall to the office to start your
day. Or it’s a lovely day outside, why not take your work to the park, beach or play a quick 18
holes of golf in your “lunch break”.
Choose The People You Work With
If you operate a home based business not only do you get to be your own boss, but there are
no employees to worry about or wages to pay. You get to choose who you do business with
and how you do it.
Operational benefits
Some examples of the business experience you will gain from network marketing include:
 Establishing a business plan
 Goal setting
 How to market a product
 How to market yourself
 How to market a business
 Identifying markets
 Internet marketing
 Prospecting potential customers and securing orders
 Negotiating a business proposal
 Closing a business deal
 Training other business associates
 Cash flow
 Identify potential problems and how to overcome them
 Power of persuasion and influence
 Self confidence and development
 Improving communication skills
 Building a network
 Time management.... and many more.

Guided Assessment
11. Unique Selling Proposition – Describe in detail your unique selling proposition. In other
words, what will your customers and distributors really be buying from you, and why will
they buy it from you and not from someone else? What makes your product / service /
approach truly unique? How will you position your products and services vis-à-vis the
competition? Complete this analysis for each product and service you will offer at launch.
Our USP is our faithful commitment to offering our customers and distributors value, and in
our relentless patience and perseverance in reaching objectives.
Market
12. In which market(s) do you plan to launch? (If international, list which countries and the
time-line for each).
 U.K 2012 -13
 K.S.A 2013 -14
 IDR 2014 -15
 USA 2015 -16
13. Do you have any potential distributors waiting for you to launch? If so, approximately
how many? In which regions / states do they reside?
We have not approached anyone at present but we are confident of a streamline horizon
ahead.
14. Geographic and Cultural Considerations – If you are planning to launch outside the
United States, describe the local business culture and acceptance of direct selling. For
instance, is MLM or Party Plan a new concept in your region, or is it already an accepted
marketing method that you can insert your business into? List any prominent direct
selling companies that are influential in these regions.
The MLM marketing system is common in all countries listed above. Companies operating
both nationally and international include Telecom Plus, MVT FLP...
15. Target Market Description – Describe in as much detail as possible the characteristics of
those whom you will target to purchase your products and services (for example, age,
sex, income level, occupation, marital status, number of children at home, language

Guided Assessment
spoken, level of education, etc.). Write a profile of the ideal user of each product and
service.
Target Market
Micro Market
Our local market is suffering extensive economic deprivation and will require a niche
market approach with vision for growth.
Macro Market
Our National market seems to offer low value and will require fair effort demographic
distribution, with a long term vision for economic prosperity.
A detailed demographic survey is currently underway.

Guided Assessment
Branding
16. Describe the following: (examples in parentheses, using JetBlue Airlines as an example)
 Brand strategy (example: To signal that the experience of flying JetBlue is more
enjoyable than any other airline experience.)
 Simple brand idea (example: Flying can be fun.)
 Branding signals (example: Very pleasant employees, in-flight entertainment, user-
friendly website, interesting choice of snack food)
Under discussion
Goals
17. What are the dates and milestones you must meet?
 Targeted launch date (if you have already launched, what was your launch date and
how many distributors do you have?)
 First 1,000 active distributors?
 Breakeven Sales?
 Launch date 20th
July 2012
 First 500 Distributor target date 31st
August 2013
18. Describe any other goals or mandates that you must meet. If known, put the dates
associated with each.
None
19. Describe your status with respect to funding your project. Have you raised all the money
you need? Do you anticipate needing to raise additional money? Do you have investors
in mind you can approach?
We have raised sufficient funding to see us through the initial launch phase.

Guided Assessment
Part II: Best Practices Evaluation
The wisest people and most successful businesses know that there are things they do not know,
and they boldly evaluate themselves against rigorous standards. The following section contains
carefully selected questions organized into 7 disciplines to help identify how prepared you are to
implement the best practices essential to your success, as well as areas that could keep your
venture from succeeding if not addressed.
Instructions: Mark “X” to indicate whether you feel your team is strong, average,
or weak in that area. Also mark “X” if you feel that specialized support or training
will be required to help you learn the specifics of that area as applied to the direct
selling (MLM or Party Plan) business model.
You will find that there is space at the end of each section to enter notes and
ideas that will come to you as you honestly and carefully evaluate your situation.
It is important that you use this space to comment about your strengths,
weaknesses, worries, and needs in each area.
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 1: Strategy & Planning
Strategic Plan – Developing Your Strategic Plan
Major Elements:
 Define Mission, Vision, Values
 Specify Objectives, Strategies, Tactics
and Programs
 Perform Competitive Analysis
 Perform SWOT Analysis
 Complete Description of Offering
o Unique selling proposition
o Features and benefits
o Product pricing & profit margin
analysis / commission volume
o Value packs & promotions
o Autoship / Continuity orders
 Determine Mix of In-house and Out-sourced
Business Elements
 Write / Refine Company Story
 Define and Implement Key Strategic
Indicators
Business Plan – Developing Your Business Plan X
Major Elements:
 Projections
o Profit & Loss / Breakeven
o Balance Sheet / Capital
o Cash Plan / Ratios
o Inventory / Budgets
o Sales & Enrollments
o Retention
 Cash Flow Requirements and
Operating Budget
 Capital Requirements and Sources of
Capital
 Business Entity (LLC, S Corp, etc.)
 Software for Business Accounting and
Inventory Controls
 Sales Tax Licensing and Administration
 Business Insurances
 Product Costs and Profit Margins
 Product Development
o Research, formulation, testing
o Legal protections
o Raw materials and manufacturing
 Warehousing and Fulfillment
 Management & Administration
 Business Controls
Product Plan – Developing Your Product Plan
Major Elements:
 Flagship product(s) identified and in
development or fully developed
 Right product, message, delivery
 Product extensions considered
 Product specifications and standards
defined and finalized
 Products matched to target market
 Product(s) and services test marketed
(focus group)
 Protections in place
o Trademarks / Service marks
o Patents
o Proprietary Rights / Licenses
 Product pricing and margin strategies
 Contingency plans (raw materials, resources,
sourcing, rapid expansion, lead times, etc.)
 Timelines and milestones
 Packaging and Literature
 Autoship and other special offerings

Guided Assessment
Section 1: Strategy & Planning (Continued)
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Launch Plan – Developing Your Launch Event Plan X
Major Elements:
 Launch Event Objectives
 Event Budget
 Communications & Promotion
 Information Response
 Event Registrations
 Event Details
o Venue
o Invitation List
o Agenda
o Speakers
o Entertainment / Food / Socials
o Signage & Decorations
 Details (continued)
o Transportation
o Audio / Visual
o Special meetings
o Gifts & Incentives
o Accommodations
o Product Sales &
Enrollments
International Plan – Evaluating Your International Plan X
Major Elements:
 Determine Best Markets for Your
Products / Services / Business Plan
 Cultural, Political, Economic Fit
 Local Infrastructure
 Compensation: Seamless?
 Local Team and Operation
o Legal, Finance
o Marketing / Sales
o Administration / HR
o Information Systems
o Logistics / Operations
o Distributor Service
 Currency / Pricing
 Legal and Regulatory
o Registrations (Business, Product)
o Intellectual Property
o Foreign Tax Credits, Capital, Banking,
Taxation, Duties, Importation, Insurance,
etc.
Project Plan – Developing Your Launch Project Plan X
Major Elements:
 Critical Path & Timeline
 Critical Tasks
 Task Relationships and
Interdependencies
 Timeline for Tasks and Events
 Pre-Launch / Soft-Launch and Hard-
Launch Strategies
 Project Management Tools
 Project Management Oversight, Guidance
and Support
 Tracking Progress and Adjusting for
Contingencies
 Accountability and Reporting
NOTES: (concerns and needs related to Section 1: Strategy & Planning)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 2: Compensation Plan
Compensation Plan – Developing Your Compensation Plan X
Major Elements:
 Compensation Plan Objectives and
Basic Behaviors to Reward
 MLM / Network Marketing, Party Plan or
hybrid Plan Design, Analysis and
Testing
 Early Income Streams for Distributors
 Analysis of Product Margins and
Markup Formulas to Support Payout
 Match Plan to Business Model and
Target Market
 Establish Budgets for awards,
incentives, and recognition
 Compensation Plan Training for
Corporate Staff and Distributors
 Content for Support Materials
o Plan Graphics / Scenarios
o Illustrations and Descriptions
o Career Plan Qualifications
o Payout Scenarios
 Legal Review and Sign-off
 Hostess Rewards Program (Party Plan)
 Written Programming Specifications for
Custom Programming
 Commission Administration Policies and
Procedures
 Distributor Service Training for Handling
Complex Compensation Plan Issues
 Evaluate Results and Fine-Tune Post Roll-
Out
NOTES: (concerns and needs related to Section 2: Compensation Plan)
Continue to Section 3, next page

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 3: Marketing & Design
General Marketing Plan – Developing Your Marketing Plan X
Major Elements:
 Evaluate Target Market in Light of
Competition
 Integrate USP (Unique Selling
Proposition) to Attract Target Market
 Public relations
 Competitor Data & Analysis
 Internet Marketing
 Define Brand
o Brand Strategy
o Simple Brand Idea
o Branding Signals
 Market Awareness Campaign
 Company Name and Product Names,
Taglines, Labeling, Packaging
 Lead Generation Plan
 Lead Conversion Plan
 Your Critical Numbers / Metrics
 Marketing Surveys
Web Marketing Plan – Developing Your Web Marketing Plan X
Major Elements:
 Website Design Optimized for Direct
Selling (MLM / Party Plan)
o Navigation
o Home Page
o Major Sections
 Social Media Marketing and
Networking
o Research
o Register Accounts with Major Social
Media Outlets
o Postings and Activity at Blogs &
Forums
 Keyword Research and Utilization
 Use of Video and Literature Elements
 Mapping Visitor Flow and Utilities
 Visual Hierarchy
 Articles, Press Releases
 Distributor Back-Office / Replicated Site
Integration
Marketing Design Plan – Developing Your Marketing Design Plan X
Major Elements:
 Corporate Identity
o Logo / Colors
o Design Foundations
o Style Guide
o Letterhead / Business Cards
 Product Identity
o Unique Design and Branding
Elements
o Name / Tag Lines / Line Extensions
o Labeling
o Literature
Marketing Tools Plan – Developing Your Marketing Tools Plan X
Major Elements:
 Welcome Letter / Message
 Product Literature
o Brochures / Flyers
o Catalog
o Q&A / FAQ
 DVD / Video Presentations
 Audio CDs
 Product Sampling System
 Web Office / Distributor Portals
 Lead Generators
 Newsletter / E-News
 Distributor / Consultant Starter Kit
Notes: (concerns and needs related to Section 3: Marketing & Design)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 4: Software & Operations
Direct Selling Software Plan – Developing Your Software Plan X
Major Elements:
 Select the specific software that will
reliably and affordably meet the needs
of your business model
 Written Requirements to Assure
Competent and Timely Delivery
 Meet All Functional Requirements
o Enrollment Processing
o Order Processing
o Payment Processing
o Returns & Exchanges
o Commission Processing
o Distributor Service Support
 Functional Requirements (Continued)
o Lead Management
o Fulfillment & Inventory
o Genealogy Management
o Management Reporting
o Distributor Office Functionality
o Distributor Training & Development
Operations Plan – Developing Your Operations Plan X
Major Elements:
 Physical Facilities
 Staffing and Administrative Systems
o Selection, Hiring, Training
o Compensation, Benefits
 Establish performance standards &
written processes for key areas:
o Enrollments and Sales
o Ordering, Shipping, Fulfillment
o Payments, Returns, Exchanges
o Commissions and Adjustments
o Distributor Service & Support
o Office Administration
 Merchant Account(s) for Credit Card
Processing
 Operations Manual
 Organization Structure
 Business Controls
o Accounting, Reporting, Inventory,
Procurement
o Banking, Insurances
Technology Plan – Developing Your Information Technology Plan X
Major Elements:
 Technology Plan Including Disaster
Recovery Plan
 Phone System with Expansion /
Migration Plan
 Hardware and Office Software
 Systems Integration
 E-commerce Solutions
 Technology / Software Contracts and
Licensing
 Database Management
 Global Technology Management
 Setup and Testing
 Data Harvesting / Analysis
 Computer Network
o Local / Internal Network
o Network Administration
Distributor Service Plan – Developing Your Distributor Service Plan X
Major Elements:
 Contact Center Plan
 Policy Administration
 Compliance Management
 Performance Standards & Reporting
 Outbound Call Services
 Distributor Surveys & Research
 Call Escalation and VIP Services
 Motivation and Service Culture
 Distributor Service Employees
o Selection and Development
o Advancement Plan
 Staff Training
o Interpersonal Skills
o Policies & Procedures
o Compensation Plan
o Product Plan
o Handling Cancellation Requests
o Problem Resolution Skills
Notes: (concerns and needs related to Section 4: Software & Operations.)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 5: Recruiting & Training
Sales Plan – Developing Your Sales Plan X
Major Elements:
 Public Relations (PR)
 Scripts for Sales Presentations or Party
Presentations
 Literature and Sales Copy
 Special product offerings and bundles
 Define success cycle
 Preferred Customer Loyalty Program
 Fund-Raising and Not-for-Profit
Programs
 Fast-Start Program
 Sales Funnel
 12-Month Promotional Calendar
 Autoship Program
 Regional and National Events Calendar
 Sales Management and Area Development
Plan
 Awards, Incentives & Recognition (AIR)
o Recognition Program for Distributors
o Pins, Certificates, Plaques
Recruiting Plan – Developing Your Recruiting Plan X
Major Elements:
 Develop and implement your specific
strategy to seed the field sales
organization with key leaders
 Develop and implement plan for first
1,000 active distributors
 Design Founders Organization Plan
o Define Qualification Criteria
o Write Charter and Ground Rules
o Develop Agenda
o Information Packet
 Assemble and Train Charter
Distributors, Build Loyalty & Trust
 Initial Recruiting Strategies
o Person-to-person
o Web-based
o Opportunity meetings
o Trade shows
o Other
Training Plan – Developing Your Training Plan X
Major Elements:
 Develop and implement distributor
training system for replicating growth
 Identify and define success cycle
 Develop supporting training tools
o Manuals and guides
o Online training center with audio
and video resources and tutorials
o Webinars and conference calls
o Product training
o Compensation training
 Local and regional training plan & format
 Quick-Start Guide and Distributor Manual
 Conference call schedule
 Web Training Center
o Product Training
o Income and Compensation
o Recruiting & Sales
o Retention
o Tutorials
Fast Start Plan – Developing Your Fast Start Plan X
Major Elements:
 Design Fast Start Incentive System for
stimulating fast growth, early success,
and sustained retention
 Create Fast-Start Timeline
 Design Deployment and Support
System with Framework
o Learning Objectives
o Tools & Training
o Touch Points
o Incentives
 Integrate Fast Start System with the
Following
o Software
o Compensation plan
o AIR (Awards, Incentives, Recognition)
Section 5 continued on next page

Guided Assessment
Section 5: Recruiting & Training (Continued)
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Leadership Development Plan – Developing Your Leadership Plan X
Major Elements:
 Develop and implement leadership
training program to identify, develop
and motivate emerging field leaders
 Personal contact and mentoring plan
 Design Leadership Training Delivery
System:
o Regular Calls and Webinars
o Goal-Setting and Mentoring
o Motivation and Energizing
o Write Leadership Guide
o Clearly Defined Philosophy and Path
o Designated Trainer(s) / Mentor(s)
o Roles & Responsibilities of Leaders
o Supporting Downline Organizations
o Prospecting, Presenting, Closing
o Accountability and Reporting
Communications Plan – Developing Your Communications Plan X
Major Elements:
 Develop and implement a full-featured
communication plan for transporting
vision, training, news and updates
 Communications Plan Elements
o Communications Calendar
o Integrated Messages
o Communications Channels
o Communications Management
 Communications Strategy
o Pre-launch communications
o Unveiling ongoing developments
o Founders Group
o Advisory Council
o Field Leadership
NOTES: (concerns and needs related to Section 5: Recruiting & Training)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 6: Distributor Retention
Distributor Retention Plan – Developing Your Retention Plan X
Major Elements:
 Develop and implement your 90-day
retention program to overcome the most
intense distributor attrition period (the
first 90 days after enrollment)
 Focus Groups
 Leadership Roundtables
 Develop and implement retention best
practices:
o Field communications system
based on crucial touch-points and
critical content
o“Recruit to Retain” distributor
training / FieldSmarts™
o Distributor advisory council
o Retention metrics and dashboard
o Convey and reinforce value
o Demonstrate alignment of values
o Exit interviews and field research
o Manage expectations
o Retention Coordinator
NOTES: (concerns and needs related to Section 6: Distributor Retention)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 7: Legal & Compliance
Legal Plan – Developing Your Legal Plan X
Major Elements:
 Define & Address Legal Needs
o Entity selection & formation
o Product packaging & labeling
o Literature & copy review
o Intellectual property protection
o Compensation plan review
 Contracts and Leases
 Filings & Registrations
o State Registrations
o Sales Tax Registrations
o Corporate Registrations
o Anti-Pyramid Registration
o Business Opportunity Registration
 Employee / Independent Contractor
Issues
 Corporate Forms and Distributor Forms
o Distributor Agreement
o Distributor Policies & Procedures
o Autoship Authorization
o Compliance Notification Documents
o Distributor Service Policy Forms
NOTES: (concerns and needs related to Section 7: Legal & Compliance)

Guided Assessment
Ourteamisstrong
Ourteamisaverage
Ourteamisweak
N/A
SpecializedSupport
Section 8: Party Plan Elements (Optional)*
Party Plan Elements – Developing The Party Plan System X
Major Elements:
 Party sales presentation strategy and
design
 Party experience testing and refinement
*If your company will be featuring party plan
sales or a hybrid approach with party plan
elements.
 Party Consultant Manual
 Consultant Quick Start Guide
 Party Plan booking and sponsoring
system
 Support Tools for Party Presentation
 Scripts and Talking Points for Party
Presentation
 Hostess Rewards Program
 Preferred Customer Loyalty Program
 Consultant Awards, Incentives, and
Recognition Program
 Field Communications Touch Points
 Catalog, Brochure, Hostess Invitations
 Business Training Guide
NOTES: (concerns and needs related to Section 8: Party Plan Specifics)

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