SP Rodan + Fields Biz

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SP Rodan + Fields Biz by Mind Map: SP Rodan + Fields Biz

1. Business Partners

1.1. Recruiting

1.1.1. Lead Generation/Marketing Funnel

1.1.1.1. C2/LinkedIn

1.1.1.2. Purchased Leads

1.2. On-boarding New Consultants

1.2.1. Enrollment Appointment

1.2.1.1. Walk THEM through enrollment on the RF system

1.2.1.2. Walk THEM through enrollment on the team CRM platform

1.2.1.2.1. Capture and update the data needed for upline CRM system - personal website name, referred by, upline leader

1.2.1.3. Send them the welcome to the team email

1.2.1.3.1. Welcome to the team video

1.2.1.3.2. Getting Started Checklist

1.2.1.4. Review 7 day goals

1.2.1.4.1. Making EC $100/$600

1.2.1.4.2. Complete team orientation training

1.2.1.4.3. Plug into team operations

1.2.2. 7 Day Plan

1.2.2.1. Team Orientation

1.2.2.1.1. Welcome to the team video

1.2.2.1.2. Introduction of our team platform - our competitive advantage and how to use it

1.2.2.1.3. Introduction to weekly team calls and assets

1.2.2.2. First 3 Steps new consultant

1.2.2.2.1. Build your list on the platform introductory training

1.2.2.2.2. Inviting/Reaching out training

1.2.2.2.3. Follow up & closing training

2. Products

2.1. Lead Generation/Marketing Funnel

2.1.1. Capture/Create Product Leads for the Team

2.1.1.1. Signs in Salons

2.1.1.2. Purchased Leads?

2.1.1.3. Referrals from Existing Customers

2.1.1.4. 1-800# for skincare leads

2.1.2. Distribute Leads to the Team

2.2. Onboarding New Customers

2.2.1. Complete a Solution Tool Report for the Customer

2.2.2. Explain the Solution Tool Results

2.2.3. Explain the 3 ways to purchase RF Products

2.2.4. Present any special offers from RF or the Team

2.2.5. Finalize the products the customer is ordering

2.2.6. Collect information needed and place the order

2.2.6.1. Place the Order with RF

2.2.6.2. Setup Customer in CRM

2.2.7. New Customer Nurture Cycle

2.2.7.1. Retail Customer

2.2.7.1.1. Send email Welcome & Account Instructions

2.2.7.1.2. Send Thank you note & gift

2.2.7.2. Preferred Customer

2.2.7.2.1. New PC Onboarding

2.3. Ongoing Preferred Customer Nurture Cycle

2.3.1. Quarterly Check In

2.3.1.1. Email them to setup a quarterly check in

2.3.1.2. Ask them to send you an updated selfie a quarter and compare their results

2.3.1.3. Ask how they are loving the products, confirm which products they are actively using at the moment

2.3.1.4. Troubleshoot any issues or questions they have with their products or the RF system

2.3.1.5. Suggest products that they aren't using that would be beneficial for them

2.3.1.6. Offer to send samples of something they have not tried

2.3.2. Holiday Gift

2.3.2.1. Send a thank you card and small gift during December, to all PCs or pick a threshold such as PCs who have ordered at least 3 times

2.4. Preferred Customer Cancellation

2.4.1. Contact them and ask for feed back

2.4.1.1. Give them a phone call explaining that you are sorry to see them go

2.4.1.2. Send them an email letting them know you are sorry to see them go, ask for feedback on how you could have served them better, and offer to refund the $20 PC Perks fee if they ever want to return as your customer

2.5. Product Returns

2.5.1. Product Defects

2.5.1.1. When a customer calls with an issue related to a product ask them to send you pictures so you can pass those along to sales support

2.5.1.2. Look at the customer's orders in Pulse and find the order number and order date

2.5.1.3. Call Sales support and let them know what is going on, they should send a replacement product with a box for the customer to return the defective product

2.5.2. Returning an unwanted order

2.5.2.1. If the product is local pick it up and return it yourself

2.5.2.2. If it is not local email the customer a return slip and pre-paid shipping label for the return

2.5.2.3. Notify the customer when the return has processed and they should be able to see the credit on their statement

2.6. Special Deals & Incentives

2.6.1. RF launches New Product

2.6.1.1. Consultant Purchases New Product

2.6.1.2. Training On New Product

2.6.1.2.1. Team Training Checklist consisting of RF training and team specific training

2.6.1.3. Create special newsletter announcing the new product or prepare a section in the regular monthly newsletter

2.6.1.3.1. Gather RF Corporate Images

2.6.1.3.2. Gather before and after pictures

2.6.1.3.3. Any other personal testimonial or information that can go into the newsletter

2.6.1.4. Inform Customers about the New Product

2.6.1.4.1. Email special newsletter about the new product

2.6.1.4.2. Call customers personally to let them know about the product, all of them is good, but definitely the ones you know have a special reason to be interested in the product

2.6.1.5. Send out Samples of the new Product

2.6.1.5.1. If samples are not sold for the new product, the team will advise how to share it with in the team training

2.6.1.6. Start a new product waiting list for customers who want the product as soon as it launches for them

2.6.1.7. When the product launches send Sales Support all the email notifications to order the product for the customers on the waiting list.

2.6.1.8. New Product Nurture Cycle

2.6.1.8.1. Email confirmation to the customer that their product has been ordered with specific instructions on how to use the product **ask for a selfie of an area the product can help

2.6.1.8.2. 7 days after the product is ordered check in with the customer

2.6.1.8.3. 21 days after ordering the newly launched product the customer has been using it two weeks, send an email asking them how it is going with the new product

2.6.1.8.4. 35 days after the product is ordered the customer should have been using it 30 days, send another email asking how its going, goal is to troubleshoot any problems or issues. Also remind them if they are running low on product to add the new product to their next replenishment order . **ask for another selfie

2.6.2. Team Specials

2.6.2.1. Same process as the RF Special Offer with an added 5th step of manually completing the deal - mailing a check or free products or whatever you offered

2.6.3. RF Special Offers

2.6.3.1. Create special newsletter announcing the special or prepare a section in the regular monthly newsletter

2.6.3.1.1. Gather RF Corporate Images

2.6.3.1.2. Gather before and after pictures

2.6.3.1.3. Any other personal testimonial or information that can go into the newsletter

2.6.3.2. Email sales support to order the product for the customer

2.6.3.3. Send confirmation and thank you email when the order is placed for the product

2.6.4. Offering Bulk Product Specials

2.6.4.1. Create special newsletter announcing the bulk offer or prepare a section in the regular monthly newsletter

2.6.4.1.1. Gather RF Corporate Images

2.6.4.1.2. Gather before and after pictures

2.6.4.1.3. Any other personal testimonial or information that can go into the newsletter

2.6.4.2. Create a waiting list of customers who want to purchase the bulk products and what they want to buy

2.6.4.3. The consultant orders the products

2.6.4.4. Distribute the bulk products to customers

2.6.4.4.1. Handwritten thank you note included with the products

3. Dream Builders Team Operations