Get Isagenix New Member Checklist

Filling out the Isagenix New Member Checklist online is a straightforward process that will help you stay organized and engaged as you begin your journey with Isagenix. This guide provides step-by-step instructions to ensure you complete each section accurately and efficiently.

Follow the steps to complete the Isagenix New Member Checklist online.

1. Press the ‘Get Form’ button to access the checklist and open it in your preferred editing tool.
2. Fill in the new associate information by providing your name, phone number, and email address. Ensure that the information is accurate to maintain clear communication.
3. Record your communication history with the new associate. For each interaction, log the date, type (phone, in person, email, etc.), and details of the conversation.
4. Enter the order date, autoship date, order pak, and autoship order details in the specified fields.
5. Complete the introductory steps, including sending a welcome email and optionally setting up a welcome call with the new associate.
6. Help the new associate determine their goals by checking all applicable options related to their health and lifestyle objectives.
7. Introduce the new associate to their back office and replicated website, guiding them to helpful resources and tutorials.
8. Discuss the IsaBody Challenge and assist the new associate in registering for it.
9. Complete the New Associate Interview A for those not interested in wealth creation and Interview B for those who are.
10. Review the referral management options with the new associate, discussing how to manage referrals effectively.
11. Complete the commitment form for associates who engaged in the wealth creation interview. Provide the new associate with their copy.
12. Finally, ensure all sections are filled, and options selected. Save changes, then download, print, or share the form as needed.

Get started by completing your documents online today!