For some of us, we like routines or a scheduled set of activities that help us keep things moving forward.

Here is a list of activities and a suggested schedule to help you keep working the process of Inviting and onboarding prospects.

You can modify this to fit your personality and time availability.

As you see your vision and get your rewards increase, you might adjust your routine and spend more time on your business.

Each of these activities, when put in a daily and weekly routine, will help you keep your focus and the momentum going. Some of us also work regular jobs and only have a few hours to work on our new business. This will help to make those hours as impactful as possible.


  • Make a List of Prospects
  • Invite Prospects
  • Follow Up on Prospects
  • Onboard Prospects
  • Listen in on Calls
  • Check your Social Grid and Payments
  • Learn Latest Updates / Connect Upstream
  • Train your team

First let’s define what each of these activities entail, and then put them in the right sequence for a daily and weekly routine.

Make a List of Prospects: (15 min +)
Take some time to sit down and make a list of people that you want to contact and invite. This list can consist of personal friends, co-workers, hobby groups, Facebook friends, old high school or college buddies. There are many circles you can generate your list from. Your list can be a few people that you can focus on for a couple of days, or a large list that you pull from throughout the week.

Not only will this list keep you organized and give you quick access to who you need to connect with, but you can update it with other information like if they have signed up, or if you need to follow up on them for training, and with contact info.

Invite Prospects: (30 min – 1hr)
Inviting prospects is just like it sounds. For me, it has been more beneficial to strike up a conversation and connecting / socializing with my prospect first than just bombard them with my offer right off the bat. Talk to them and make that personal connection first. That way they are more open to hearing what you have to offer. Ask them how they have been, if you haven’t talked with them recently. Ask how their kids are, or how their work is going. These questions get the connection going. It was expressed to me that there are a few topics that you can start with that will progress to Money. F.O.R.M = Family, Organization, Recreation, Money. The first three topics will always turn a conversation to the last: Money.

Once the subject of money comes up, or the conversation has a natural turn to discussing money, you can then bring up your new business and an opportunity for your prospect.

Get Contact Information:
While you are ‘connecting’ with your prospect, don’t forget to get any contact information that you might need: Phone number, Email address, etc… This information can be used later when following up, on boarding them, getting information to them quickly. Don’t forget to add this information to the List you created.

Follow Up on Prospects: (15 min – 1hr+)
After you have invited your prospect, don’t forget to follow up with them in a day or two. Give them time to consider. People are just as busy as you, and may not have had the chance to look at the link right after you showed it to them.

Remember, when connecting start with a social question and not “Did you see the Videos?” Show them that you are caring about them. It is the reason why we are offering them this opportunity. It’s because we want to help all those we are connecting with.

Onboard Prospects: (15 min – 1hr+)
Onboarding a Prospect is simply the act of getting them to join. There are other things you can do to help with the onboard process but some take more time than others.

Signing up a Prospect should only take a few minutes, but you really want to do more than just get them signed up. You want to make sure they understand what they are getting into, learn the back office, replicate what you are doing, using info like this document, and other things. Training your prospect in these areas can be done during Onboarding if you have the time, if not, set up a Follow Up time where you can go over this information.

Get Contact Information:
Follow up with new team members:
Train Prospects:

Link new team members with other leaders:
Make sure when you bring a new team member on board to connect them with those leaders. Add them to your team pages, suggest friends of the leaders in your teams, let them know who you are connecting your new team members to and how they can help. Add them to any chats or other communication avenues your teams use. This way your team can help out your new team member and answer any questions or give advice if you can’t or aren’t available to answer.

Listen in on Calls: (15 min – 30 min)
There are many calls that are available that give information. Corporate calls throughout the week and many teams have their own personal calls. Make sure you call in and hear what is going on. Use the calls to learn new information, invite prospects to hear what is going on or get motivated.

Check your team and payments: (15 min)
This is your business and as such you want to keep an eye on it and see how it is doing. Some of the things you want to keep an eye on and make sure are doing well are growth and Payments.

Growth refers to people being on boarded and your team growing. If you do not see your team getting bigger and more and more people being added to it, then your team is stagnant. Identify those people downstream that are not replicating the process and getting people on board. Contact them and see what is going on. Perhaps they are having difficulty connecting with Prospects. Perhaps they were on vacation for a week. Maybe there was a storm and knocked power our or they had issues with their computer and needed to get it fixed. Whatever the cause, talk with them and help them if you can to get back on track and replicating the process. They will thank you for it, and it shows you are there to help.

Payments means making sure all your team members payments are being processed. Perhaps there was an issue with their card, or some other issue. Contact them, see what the issue is and help them resolve it. Remember, if they are not “active” (payment successfully processed) then you don’t get the benefit from their matrix, and they don’t get paid. Help everyone in your matrix get paid and we all win. Also, you could lose your membership status.

If the member is not a personal invite, then let your upstream know. They can help with finding who the personal enroller was and get them involved.

Learn Latest Updates / Connect Upstream: (1hr +)
Along with the calls, many teams have information on their team pages. Seek answers and any new information there. Also, connect with those upstream and your leaders, they often have information that you need or new directives that will help you and your business. Sometimes this information you need to pass on downstream as well.

This is something you should do at least once a week if not a couple times or more. This will keep you current of what is going on and be able to help when issues arise. Anything you teach or train your team on, you should know how to do yourself. Remember we want to replicate this and have your members replicate as well. Your leaders have the information that we want replicated. Connect with them.

Read Files on Team Pages:
Call Upstream Leaders:
Learn how to resolve common issues:

Train your team: (1hr+)
In order to make replication work, you need to train your members to repeat what it is you are doing. You want your members to be successful, build a large matrix and make connections just like you. This document is one thing that you can use to help replicate that effort.

Take some time to sit down with your members or on the phone and teach them some of the basics that will help them replicate what you are doing. Teach them about how to On Board members, where to go to get in formation, how to link up with those upstream. All the things talked about in this document. All the things that need to happen to make your members as good as you are in bringing more members on board. Teach them who to call and how to connect with upstream when there are issues or questions, where to find answers on team pages. The better you prepare and train your members the better and more effective they will be in replicating what you want them to do.

These training sessions can be done one on one, or if you have several local members, have a party. Get them all together, have pizza, and discuss the things needed to be successful.