This page includes documents that we utilize in the Small Business program. The use of these documents is strictly at your own discretion. These are not official documents of Pre-Paid Legal Services or GoSmallBiz.
2009 Monthly Business Planner
With any business, planning is required in order accomplish the goals and tasks that must be accomplished to operate a successful business. Our PPL business is no different. Without goal setting, without planning, we can never move our business foward to accomplish the full potential of what our businesses will provide. This work book will help you plan out your business and what you need to do this year to get your ring. It's all about planning and if you create the plan and then monitor what is going on, you can make the adjustments necessary to get to anywhere you want to be.
2009_Monthly_Biz_Planner_Cover.doc
Table_of_Contents.doc 2009_Ring_Tracking_Sheet.xls _170.95_Comp_Chart.xls
GAME_PLAN_WORKSHEET.doc January_Planner.doc February_Planner.doc
March_Planner.doc April_Planner.doc May_Planner.doc
June_Planner.doc July_Planner.doc August_Planner.doc
September_Planner.doc October_Planner.doc November_Planner.doc
Cold Call Walk In Scripts
People ask us all the time, "what do you say when you go into a business?" This script document includes the script we use when we walk in, when to convert from a Free Directory Listing to a presentation and overcoming objections to close the deal on the spot. The "Supervisor Script" is a script that we use when we are in an area that other associates may have been working in or have worked in. This script is in a Word Document.
Walk_In_Supervisor_Script.doc Script.doc
Presentation Support Materials
In our presentation brief case, we have support materials to show the prospects during the presentation. The above downloads are a letter written by the law firm to collect a $3,000 debt for a member "Collection Letter from Law firm 101DPI". There is also a copy of the actual check that was received by the client as a result of the letter for $3,000, "Check Collected 101 DPI"...no fees taken out or charged, the service included in the membership. The final letter is a letter of recommendation written by a customer stating how the collection service alone is well worth the membership, it has increase his receivables by 20%, "Customer Testimonial on Collections 101DPI" These documents we show to the clients that have a collection need when we get to that part in the presentation.
Collection_Letter_From_Law_Firm_101DPI.pdf Check_Collected_101_DPI.pdf
Customer_Testimonial_on_Collections_100_DPI.pdf
GoSmallBiz 3 Step Collection Letters
Here is an actual example of the 3 Step Collection Letters from GoSmallBiz that helped one of our customers collect over $12,000 without involving the law firm!
Collection_Letter_1.doc Collection_Letter_2.doc
Third Party Endorsement
Third party endorsement is also a valuable piece of information to have when trying to over come possible objections. The above download is a sheet that shows some of the magazines that Pre-Paid Legal has been featured in. This is in a word document format.
Referrals Sheet
Referrals are probably the most important thing you will do at any point in your business. It doesn't matter if you presented the membership, if you have done a Free Directory Listing then aske the prospect who do they know that they think would like to be listed 1 year for free on our corporate directory. If you present but don't close, who do they know that they think might benefit from the membership, and when you do close the prospect, you aske them for businesses they know...3 or 4 minimum. The above download referral sheet is the one that Lisa and I use to accomplish this.
Payment Authorization Form
When you close a bundled membership (business plan and a personal membership bundled, and bundled means you sell it as one item for one price), then you will want to get one check for all the bundled applications. You may have a business plan and a personal membership, here in California, that would be a $110.95 plus a one time enrollment of $20.00 ($10.00 per application) for a total of $130.95. So your business check is going to be for $130.95. When those applications get to Corporate, each application will have to stand on it's own. Using the above downloadable form, you can specify how the check should be distributed and authorize the payment of the personal membership to come out of the business account. This will help corporate process the application more efficiently. I have included an example of the form to show you how it should be filled out. You will want to make a photo ccopy of the form and the check and attach it to each application. The original would be attached to the business membership.
This Payment Authorization form is also used when we pick up employees on standard family plans that the company is either going to pay for or take out of their pay. We would fill the form out the same way as when we are bundling the Business plan, getting one check for all personal membership (less than 5 employees) and list them out on the form. If you have 5 or more employees that qualifies for a group enrollment annd must go on a group card if it will be processed through the business account. This form does not apply for direct enrollment employees that are paying for their own memberships out of their own checking or credit card accounts.
New_Small_Business_Payment_Authorization_Form.doc
Lost Time Worksheet
The lost time worksheet is designed to show the business owner the value of providing the Standard Family plan to his employees either as a Group or Direct Enrollment (depending on the employee base size) and as a fringe benefit or employee paid benefit. There is specific training available on how to properly use this form. For a copy of the training you may e-mail us from this website.
LostWorkTimeReportCover.pdf LostWorkTimeReportPage1.pdf
LostWorkTimeReportPage2_24.90Group.pdf
Daily Activity Tracking Worksheet
We also track everything we do in the field. Jim Rohn says that somethings we need to track on a yearly basis, somethings monthly, and somethings we must check everyday. Our business must be checked everyday. We want to know where we are, how far from our monthly goals we are, and what we need to do to get there. Daily tracking of your activities also makes you very aware of what you are or are not doing. Jim Rohn says we must be willing to face our numbers. Why? TO AMMEND OUR ERRORS! If you honestly look over your numbers, they will tell you what you are doing right, what you are doing wrong and where you can improve to get the results you are looking for. Even if your can't see what your doing wrong, often a quick look by your upline or by your mentor will yeild the insight your looking for. Here is the tracking sheet that we use. You simply have to update the dates in the spread sheet to the current date and get to work planning and logging your activity. Whether you use this tracking or something else, be dedicated to whatever your using to keep the best records possible.
2009 Ring Tracking Worksheet
In order to set goals, you need to know not only where you want to go, but you need to know where you're at. My goal is to obtain the different "Ring" levels in the company. In order to plan a strategy to obtain them, I need to know where I am at in my efforts at any given time. For this reason, I put together the below spreadsheet so that I could keep track of my progress. I offer it to you for the same purpose. Simply enter in your monthly sales from your PPL associates back office at the bottom of your statistics section. Your previous months sales are listed there. Simply enter them into the spreadsheet and the spreadsheet will calculate your monthly sales requirements to get the ring in OKC 09 and Vegas 09, based on September calculations. I hope that it helps.
Goal Setting and Planning Worksheets
Probably the most important thing you will do in your ppl business is set goals. As we are on a monthly cycle, counters reset at the end of each month, it is important to set goals at least from month to month. The sheets that we have included below will help you to do that and to layout your activity that is required to hit those goals.
A_Goal_is_a_dream_with_a_deadline.doc Game_Plan_Work_Sheet.doc
Appointment Setter Scripts
Below are the sheets needed as an Appointment Setter to Call, keep track of your call activity, and appointments set.
Call_Tracking.xls Daily_Appointments.xls
Referral Scripts
Below you will find the scripts that we use when visiting a business that we were referred to by another business.
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Los Angeles CA