Finishing Strong: The Strategic Leader’s Guide to Month’s End

Each month, Beyond Organic leaders reach down to help pull other team members up. It’s part of the job, sure, but it’s also a good exercise in leadership. Especially as the end of the month draws near, it’s good practice to perform an audit of your organization to see how you might best serve your team. This article is designed to help emerging Beyond Organic leaders serve their own team by providing practical tips for conducting an end-of-month team audit. All of the below audit tips should be checked using your Sponsor Report found in your Back Office under Business.

Tip #1: Sort by MM to check Active status

Everyone with 150+ PV is “safe”, meaning they have met the PV requirement for the month to be considered Active, and therefore, commissionable. Everyone with less than 100 PV is Inactive. Red Alert! These people, if they desire to remain commissionable for monthly bonuses, need to become Active.

The Tricky Zone

The above metric is pretty straightforward and easy to check. From past experience, though, I’ve discovered that the tricky zone is 100 to 150 PV. Why tricky? You can NOT assume these folks are Active just because they have more than 100 PV. Why not? I have found, multiple times, Mission Marketers who had 100+ (but less than 150) PV in the form of a (or multiple) casual orders for the month, which does NOT meet the Active requirement.  As a reminder, you need 100+ PV in recurring (Autoship) orders, or 150+ PV in casual (non-Autoship) orders.

The “In-Betweeners”

Click the shopping cart icon (pictured left) and verify these “in between” Mission Marketers with 100 to 150 PV to see their monthly orders. The order for the month in question should be listed as “recurring”. If not, it was not an Autoship and, therefore, Red Alert! They need 150 PV or greater to get Active for the month.

Tip #2: Sort by rank to check maintenance potential

The rank listed refers to the earned rank of the prior month. The maintenance requirement is 75% of the attainment requirement. Check to see that each team member has maintained their desired rank:

Manager Required Maintenance

  • Need 750 TTP
  • Must be Active

Vice President Required Maintenance

  • Need 3000 TTP, capped at 60% from any one leg
  • Must be Active

To check the 60/40 split required of VPs, click the organization icon (pictured left) to move that Mission Marketer to the top of the sponsor report, then sort by the TTP column. Subtract the second TTP listed from the first. Assuming the 3000 TTP requirement has already been met, the difference between TTPs needs to be at least 1200, which is 40% of 3000, for maintenance. If it’s not, Red Alert! They can boost lesser legs TTP with personal, retail, and PC purchases, as well as purchases from anyone within the lesser leg organizations.

Tip #3: Sort by rank to check advancement potential

The process for checking on new rank (advancement) attainment is similar to that of your maintenance audit. Sort by TTP, rather than rank (since rank from the previous month does not matter) and look for any team members who are approaching the desired rank.

How to know if someone is close enough for a gentle push

I get this question a lot. As leaders, we want to help hold our team members accountable so that they reach their goals, but we don’t want to overstep or come across as pushy. I find this to be a fine line, and it varies from Mission Marketer to Mission Marketer. That said, here are a few thoughts to chew on before giving your team member a gentle nudge toward achieving that next big rank:

Remember that volume typically surges in the last several days of the month. You’ll want to monitor your organization carefully and frequently as you approach the final days and hours of each month. I’ve seen a single person’s volume climb thousands over night. Don’t give up (and most importantly, don’t let a Mission Marketer give up) on their fight to either attain or maintain rank just because they are a ways away nearing the month’s close. I, myself, have felt that despair and was fortunate enough to have my upline and husband remind me that I had time left, and I could make it happen. Sure enough, I did! And your team member can, too. Encourage them, and get them on the phone with an experienced leader in their upline to help them cross the finish line.

Looking ahead: Prepping for rank advancement

A general rule of thumb is that when someone acquires enough TTP to maintain the next rank in any given month, that is the time to suggest that team member is ready to achieve the next rank during the following month. For example, I hit Vice President the first month Beyond Organic officially opened for business (November 2011), and I maintained it each month thereafter. Once I had grown my organization to the point where I was reaching the 75% maintenance requirement for Senior Vice President in January of last year, we pinpointed February as the time to shoot for attaining that SVP rank.

Red Alert: During your end-of-month audit, you should not only focus on helping team members finish strong this month, but you should help them prepare for next month, too. Look for potential Managers with this month’s final TTP approaching 750 or higher, and potential Vice Presidents with this month’s final TTP approaching 3000 or higher. Point this discovery out to them, and once you confirm it is their goal to rank-advance, work with them to help them reach their goal that next month.

Encouragement versus being pushy

Your job as the leader is to look for opportunities to help your team members rank advance. Don’t assume you will come across as pushy if you are merely intending to share the information you’ve discovered in performing your due diligence. I recommend sharing the information you find with your team members so that they are aware of the rank advancements they have on the horizon. Offer to help them reach their goals. That’s being a good leader!

Tip #4: Sort by enrollment date to check for new team members

After sorting, check out all new enrollees over the past month or two. If they have no PPV for this month, click the shopping cart icon to see if orders have ever been placed beyond the $19.95 or one $199.95 enrollments.

Every once in a a while, I will see a new Preferred Customer or even Mission Marketer enroll without placing any subsequent product order. In these cases, I suggest a soft follow-up, either with the customer him/herself or the Mission Marketer who enrolled him/her, to see if they need help in placing their initial product order.

I hope you’ve found these tips helpful! Give me a call or shoot me an email if I can be of service during your month’s end! CLOSE STRONG! SERVE WITH LOVE!

About jenni smith

Jenni Smith is a recovering fast food addict and a reformed couch potato who swore she'd never be a distributor... until the day she realized the only thing holding her back from reaching her true potential was her own stubbornness. And maybe a bit of fear. When she finally decided to put on her "big girl pants", Jenni (and her rock star husband, Paul) went from founding distributor to top earner in two years, and is now a Youngevity Vice Chairman Marketing Director. With a 15-year career in marketing and two little girls at home, Jenni raises her kids and her family's income at the same time and is passionate about coaching anyone who has: A) a desire for better health; B) a need for better wealth; C) patience for sass.
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