Download Free 30-Day Distributor Onboarding and Training Checklist
Develop a structured distributor onboarding and training process for long-term distributor retention
Establishing a strong distributor network that is also productive is always an uphill battle. This 30-day onboarding and training checklist offers MLM businesses the right guidance to welcome new distributors, train them, and efficiently prep them for the fierce competition that awaits them in the market.
Download the free 30-day onboarding and training checklist with an outline of exact daily actions, learning modules, and milestones that transform your newbies into revenue generating team partners in just one month.
The checklist works well for MLM businesses across all industries and with all LMS and back-office platforms. The free onboarding checklist is built for US-based direct selling businesses taking into consideration the industry standard practices prevalent in the country.
What does the free onboarding and training checklist include?
| Tab | Purpose |
|---|---|
| 30-day checklist | Includes 30 tasks that have to be performed on a daily basis. Each task is assigned a date, oener, and is coded in specific colors for status updation. |
| Dashboard | Hosts 20 live KPIs to track conversion, AOV, CAC, retention, ROI, and more. |
| Settings | This acts as a centralized control panel. You can change the start date of a task or currency and it gets updated everywhere. |
| Milestone overview | 20 success goals with target percentages for activation, KPIs, compliance, etc. |
| Mentor support | Log calls, ratings, and discussions to improve training results. |
| Resource library | 25 ready-to-use links of scripts, courses, forms, and calendars. |
| Prospect pipeline and sales tracker | US sample data included with funnel and revenue sheets. |
| Social media calendar | 31 posts and an omnichannel planner with objectives, budgets, and KPIs. |
Who is this best suited for?
Training leaders and managers who wish to establish a systematic onboarding process clubbed with training.
MLM start-up entrepreneurs who are looking to impress investors with a credible business process that promises results.
Mentors and uplines who are passionate about guiding their downlines through data-driven training.
Marketing teams who are fully focused on tracking compliance and ROI from a single point.
Analysts and CFOs who intend to understand CAC, gross margin, and 90-day retention through real data.
Why this works!
The 30-day onboarding and training checklist is developed from 15+ years of direct selling data in various categories.
The sample data is already prefilled in the Excel sheets with sample prospects, orders, and expenses.
The formulas, drop-downs, and conditional formatting needed for calculations and analysis are automated to save the hassles.
Fully editable Excel or Google Sheets with customization of columns, branding, and macros.
Compatible with any LMS or CRM through simple CSV or API import.
Build a solid foundation for your distributor network with our 30-day onboarding and training checklist
*No email required.
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