Blueprint Training - Business Pr

Business Procedures

Module B1 - Signing up as a Distributor. Company Instructions

1. Go to www.myvollara.com/extension

The "extension" is your sponsor’s site name. Example: www.myvollara.com/giddens

2. Hover over "Join Us" and click on "Get Started" in the dropdown menu; then "Sign Up Today"

3. Or: Click on "Get Started" and then click on "Join Vollara Now"

4. Read "Consent to Electronic Record" and click on "Agree" at bottom

The first paragraph: E-SIGN, the Electronic Signatures in Global and National Commerce Act (15 U.S.C. § 7001, et seq.), requires that you consent to entering into an electronic agreement with Vollara, LLC (the "Company") before an online version of the Independent Business Owner Application is entered into. Please read the following information carefully.

5. Read "Terms & Conditions," "Policies and Procedures" and the "Compensation Plan"

6. Check in all 3 boxes if you agree

I have read and agree to the Terms & Conditions.

Policies & Procedures and Compensation Plan

The Policies and Procedures and the CompensationPlan are incorporated into and made a part of the Independent Business Owner Application and Agreement. To become a distributor, you must acknowledge that you have read, understand, and agree to adhere to the terms of those documents. If you have not already done so, click on the above or below links to read and print the Policies and Procedures and the Compensation Plan.

I have read, understand and agree to abide by the terms set forth in the Policies and Procedures.

I have read, understand and agree to abide by the terms set forth in the Compensation Plan.

6. Click on "Agree" - the system will not let you proceed if you have not checked the boxes

7. On the "Sign Up" page, fill out all the required information

Near the top is says, "Your enroller is:" - make sure you are joining under the right person

8. Each new distributor is asked for a password and webpage extension. Remind your prospects that this is coming or their enrollment will be stressful (they are under pressure to think of something good).

Examples: Let us say your password is "goofy3" and your extension is "dreamscometrue." You will have to remember your password. You will have to work with that extension. Do you want to be telling prospects to go to your site at www.myvollara.com/dreamscometrue? Or do you want something simpler?

9. When everything is right, click "Process"

10. Your replicated website should be ready within an hour, perhaps sooner. How quickly can you get your first distributor? Imagine what it will be like if you create a tradition in your group that everyone recruits 2 friends within 2 days. You might end up with the hottest group in Vollara. Enrollment is free. You can worry about those first orders later on. If someone changes his/her mind, there is no obligation to order.

What decision do you think a new person will make if their group explodes to 2, 6, 14, 30 and 62 people within 5 days? Where do those numbers come from? 2 + 4 + 8 +16 + 32

Thanks to JoAnn Grant for helping with this module

Becoming More Qualified...

Presumably you are looking at this training page after you have already joined. Feel free to copy and paste these instructions in an email if you think this will grease the skids for your prospects.

Some people flow through websites with the greatest of ease. Other people have trouble navigating and get frustrated. The last thing we want to do is frustrate our new people.

We want everyone to think of the sign-up process as very, very easy. Ideally, we'd like for them to be signing up their first distributor immediately after their own enrollment.

NOTE: We never know when a minor change in one of these pages will invalidate our written instructions. The more you use your website, the more aware you will be of procedures and changes.

Module B2 - Establishing Your Web Site.

Log into your Vollara back office: www.myvollara.com. Type in your distributor ID (former EQ Dealer Number if you were with EcoQuest) and passcode in bottom box (same password as your former EQ web site). If you do not remember either of them, click on the hyperlink beside password and enter the information requested.

Once logged on, you will be taken to the back office landing page. The first time you log into your Vollara back office, you will want to set up your personalized web site.

1. Click on Personal Website in the gray menu bar to begin.

2. You will be asked to select your template - simply click on the template shown.

3. Check your displayed name and phone number and edit if needed

Within an hour, your website at www.MyVollara.com/YourSiteName will be made available.

After you have completed your set up, you will also want to:

1. Select your web site service. Most Distributors have chosen Top Gun. Here is a video that shows you how step by step:

http://www.vollaraintl.com/email/FLVs/100201_VollaraVideo_BackOffice-1.html

2. Place a product order and set up your autoship order. This video walks you through the steps:

http://www.vollaraintl.com/email/FLVs/100205_VollaraVideo_JasonJohnson.html

Two good reasons to have an Autoshipment are:

(1) To ensure the products you want are delivered every 4 weeks so that you do not run out of our Uncompromising Health products.

(2) To remain Active at 100 or 200 PV for certain bonuses and retain accumulated GV in your Greater leg.

How to sign up a new distributor:

http://www.vollaraintl.com/email/FLVs/100201_VollaraVideo_BackOffice-2.html

Note 1: When you are on the Personal Website page in your back office, your personalized site URL can be found at the upper right side of the page in the dark gray menu bar. It will be listed as Site URL – http://www.myvollara.com/[YourSiteName]. A

Note 2: You have the capability of editing your website, which includes adding a picture.

Note 3: On nearly every page of your back office in the upper right side of the page are abbreviations you should become familiar with. Their definitions are:

ETV - Enrollment Tree Volume

QETL - Qualified Enrollment Tree Leg

AV - Active Volume

LLV - Left Leg Volume

RLV - Right Leg Volume

PV - Pay Value

100 PV needed to remain active by (date) - The next date that PV is needed to continue your Active status.

When you are setting up your web page, an important detail is the "Page Setup" section.

Vollara back office >> Personal Website >> Page Setup

This is where you set up your "Site Name & Search Engine Registration Tools"

If you do not change these Search Engine Tools you will never be found on Google, not that you are likely to anyway as Google tends to skip over replicated sites during their search

However, there are other reasons to change your settings. For instance, if you don't change your PAGE TITLE, your Vollara home page will show up as "Demonstrator"

The page title should be changed to something more appropriate. I used...

Best MLM Opportunity For 2010

Go to www.MyVollara.com/JamesClendenin and you'll see what I mean

After you enter your page title, then you want to change the Meta Keywords and Meta Description.

This may take some time so it is suggested you use your word processing software to compose what you want to enter in those areas

Then copy and paste your text in the boxes provided

Melissa Lovell has stated that Uncompromising Health could be used in the Page Title but we cannot use any trademarked product names in the Meta Keywords.

The Meta Description is important because when you send somebody a link on Facebook, your Meta Description will show up UNDER your link.

For reference, you should know that Facebook and other Web 2 strategies could become a major part of your future in generating well qualified prospects.

The "Register Site Section" with Google will be fairly easy to do once you are satisfied with your Title, Meta Keywords and Meta Description.

Hope this helps,

Thanks to James Clendenin for writing this module.

Becoming More Qualified...

Some material is covered in more than one module.

We did not try to take out duplicated instructions. It's all good training.

Module B3 - Placing Your First Order.

To order, go to www.myvollara.com/(your extension)

(You chose your web site extention when you joined)

Example: www.myvollara.com/Schwelling

Click on LOGIN.

Enter your ID (which is your distributor number) and your Password (which you made up when you joined)

Place your cursor over the word ORDER near the top left of the page.

Three options will appear under it.

Click on Option 1 for FAST START PACKS.

These have been designed by the experts to help the new business owner have a variety of popular products to begin his business. This is a crucial decision. In the future you will be asked how you got started. The more products you can have in the beginning, the faster your business should grow.

Click on Option 2 for ALL PRODUCTS.

The first page will display the nutritional line labeled the WELLNESS LIFESTYLE PRODUCTS.

For additional categories, click on the left side of the page for SHAPE YOUR WEIGHT or ENVIRONMENTAL PURITY for air, water or energy products.

To make a selection, click on the product picture or the words LEARN MORE.

LEARN MORE is a good product study guide, too

In the quantity box place the number of how many you want to order and click on ADD TO CART.

Continue shopping by clicking on the items on the left.

When you are finished, click on any VIEW CART.

Here you can make changes by clicking on UPDATE SHOPPING CART...

Or click on PROCEED TO CHECK OUT.

Next, fill in the requested BILLING INFORMATION, CREDIT CARD INFORMATION, etc.

And click on CONTINUE.

Review your order page and click PROCESS (do NOT click PROCESS more than once)!

Click on Option 3 for AUTOSHIP/OTHER REPORTS.

Click on Autoships. Click on Create New Autoship.

On the left side under information click on Edit Information to provide your credit card information.

Make product selections as above.

Click on CHECK OUT. Review your order and click on CHECK OUT.

Select the Scheduled Day and click on CONTINUE. Review again and click on COMPLETE.

Thanks to Karen Schwelling for writing this module.

Becoming More Qualified...

The final exam is to go on the website and place an order.

Module B4 - Applying for Credit.

Becoming More Qualified...

Module B5 - Commissions by Vollara's Global Cash Card.

Many of our dealers have been receiving their new Vollara Global Cash Cards and we've had a few questions regarding the user name listed on the card. Global Cash Card requires the card to be tied to an individual's name for Patriot Act compliance. However, some distributors prefer that payments be made to their business entity.

For dealers who've listed an EIN (Employer Identification Number) in their dealer profile, this is the number used to establish the cash card even though the business name is not listed on the card. Thus, for tax (1099) purposes, we will continue to treat all payments to distributors with EINs as payments to the business entity.

When activating your card, you will be asked to enter the last 4 digits of your Social Security number. For dealers with EINs, enter the last 4 digits of your EIN.

For any questions regarding the activation or use of the pay card, please contact Global Cash Card at 866-395-9200. Outside the US, call 949-751-0360.

Card Has Arrived...Now What?

The card must be activated.

Have the card in hand. Be ready with the last four digits of your of your Social Security number or the EIN for your business.

1-866-395-9200 (24 hours) to Activate your card (at this time we are not certain if the website will automatically give a temporary Login ID and password so you can get in to establish your own log in and password).

The procedure I followed was in two steps...

1. a phone call to activate the card

2. went Online to see how the website works and the services provided

3. When I went online, I realized I needed to make a phone call to request the temporary Username and Password. This immediately put me where I needed to be to get the entire site set up the way I want it to work.

When you log in you will immediately see the Activity – Account Overview

It partially shows your card number, your balance and 3 options

Activity § Reset PIN § Alerts

Do you want Alerts? Two ALERTS type are offered; you select text, phone or email

1. Loads (Deposits to card have been made)

2. Balance (Card balance falls below $ _____

If you select Account Activity, you will find four reports

1. Transaction History

2. Load/Debit History (any fees that were charged will be shown here)

3. Card to Card Transfers

4. Phone Card

Card to Card Transfers - are to transfer funds between your primary and secondary cards. Contact customer service to order companion cards or additional cards.

Bank Transfers - the maximum transfer amount allowed in a 24-hour period is $5,000.

Cardholders may set up one (1) ACH bank account to transfer funds to and from their card.

To add additional accounts or deactivate accounts, cardholders must call customer service at 1-866-395-9200.

Transfers to your bank account from your Global Cash Card will take 1-2 business days to post to your bank account.

Transfers to your Global Cash Card from your bank account will take up to 10 business days to post to your card.

The maximum allowable daily limit is $5,000 in a 24-hour period to transfer.

Any existing Global Cash Card customer may be added to your account as a payee. Once a payee is set up, you may transfer funds to the payee's card through the payee transfer. This does not allow to you to receive funds from the payee or check the balance on the payee's card.

Call Customer Service to set up or remove a payee.

Thanks to Ev Nelson for preparing this Module

Becoming More Qualified...

Module B6 - Making a Retail Sale.

Becoming More Qualified...

Module B7 - Sales Tax Rules and Requirements.

Becoming More Qualified...

Module B8 - Using Your myvollara.com Website.

Following LOGIN, your web site will look like this (the Featured Information and Volume numbers will change)

Navigating the Top Gun Vollara eSuite

Your MyVollara.com site contains a wealth of information. This site is constantly being improved and changed to better serve our needs.

Starting at the left side of the top of the page, you find Order.

Click on Order or one of the other dropdown choices.

From the All Products ordering page you can place an order.

To learn your site or prepare a proposal for someone, you can do a practice order as long as you do not go all the way to the end and place the order.

This page is also used for studying product detail

and/or looking up wholesale pricing and PV.

If you get stuck in a category, go to the cart and click on “Continue Shopping.”

All Products is the first item under the Wellness Lifestyle category. This page contains individual nutrition products. Next is "Fast Start Packs," then "Bulk Orders," then "Bundles" (special deals), 21 health category groupings, "Clearance" items, and finally "Marketing Supplies" (catalogs, etc.).

The last two items in the column are Shape Your Weight and Environmental Purity.

Shape Your Weight has all products pertaining to weight loss.

Environmental Purity is where we find air purification, water products, LaundryPure and SteadyPower.

Other dropdown choices under Order include:

Fast Start [Click and go to the Fast Start Packs],

All Products [Click and go to same page as when you clicked on "Order" above], and

Autoship/Other Reports

At the top right you will see MY ALERTS (view all).

Click view all to enter your Business Center, where you will find

a wealth of information

You will learn about this page by clicking on the various

(1) Access reports,

(2) See your Autoships,

(3) Set up preferred customers and their autoships, and

(4) Keep abreast of activity.

The Legacy Back Office has 3 main categories: Reports, Orders, and Information.

The Legacy Back Office is available even to Distributors with the free websites.

Your Legacy Back Office Home Page will look like this

Under Reports are the following categories:

§ Sponsor Genealogy

§ Enroller Genealogy

§ Financial

§ Graphical Downline

§ Customers

§ Orders

§ Binary Volume

Click on Sponsor Genealogy.

In the window on the right, you can select the COM Cycle [commission cycle] and level. Then click "Generate" to get the report.

(1) This is your Placement Tree list. This includes EVERYONE currently under you in the Placement Tree up to the level selected.

(2) It lists the left leg first then the right leg.

(3) The first person on both your right and left legs is highlighted in blue.

Click on Enroller Genealogy.

Select COM Cycle, and

Then click on "Generate" to see your Enrollment Tree.

(1) This is everyone you personally enrolled plus their downlines to the depth selected.

(2) All Distributors you personally enrolled are highlighted in blue.

(3) Each personally enrolled Distributor’s downline is listed directly under them.

(4) The PV amounts are from the week shown on the top right side of the report.

Click on Financials to generate details from previous pay periods.

The week that closed Sunday night is usually posted by Monday afternoon.

(1) Select the week [cycle] you want to see in the box by clicking on the up or down arrow.

(2) Then click on Commission Detail to get your report.

Click on Graphical Downline to see your Placement Tree with figures representing people.

When you click on a figure, you will see the rank and volume of that person in the box at the upper right.

(1) A gray dollar sign means that position has been filled.

(2) A green dollar sign means someone can be enrolled in that position.

Click on Customers for a listing of all your Retail and Preferred Customers

(1) You have the option of downloading them in Excel and/or print labels.

(2) You can click on each person in the list and get their contact information and the orders they have placed.

By clicking on Orders in the Reports category you get a list of your orders back to September of 2009.

(1) Click on individual orders and the order detail will appear.

Listed under the Orders main category:

§ Autoships

§ Customer AMO Setup [Automated Monthly Order]

§ Customer AMO Schedule

Click an Autoships and you will see your current Autoship schedules.

(1) You can edit or delete autoships from here.

(2) You can create a new autoship by clicking on "Create New Autoship"

Click on Customer AMO Setup to set up a Preferred Customer.

(1) Click on "Create New" and enter their information

(2) To be counted as a preferred customer and get the preferred customer bonus, they must be on autoship

(3) Enter their credit card information and click "continue." You then place their order. After you place their order, they are issued a Preferred Customer number and a free replicated website where they can manage their own AMOs. Currently, they have to call Customer Service to get their password.

Customer AMO Schedule will show the Autoship schedules of your preferred customers.

Use Edit Information to edit your personal information.

This is where you make address and email changes, update credit card information, and change Distributor Placement Options.

(1) The important Placement Option feature is on the lower right of the window.

(2) Here you can choose the leg where you want your next new Distributor to be.

(3) If you have a few active distributors in each leg already, just leave the default, which is "Weakest Leg."

(4) If your group is in the growth phase, you can manage this feature closely so your legs will be balanced.

(5) To select far right or far left, click the arrows then click on your choice.

Under Add Friend/Family you can create Autoships for friends and/or family

(1) Limit 10. Friends/Family buyers pay your distributor price.

(2) Numbers and websites are issued for friends and family in the same way as for Preferred Customers above.

Clicking eSuite takes you back to the Landing Page.

Finding out who has ordered in your group.

(1) Go to orders under enrollment tree on the right side.

(2) Set the date as Monday of this week and leave the current date.

(3) Then set the order volume at 0 to 5000.

(4) Leave the rank alone unless you want to distinguish between volume from levels.

(5) Then set the volume at least to 0,

(6) leave the cycles alone,

(7) select the levels you want to see,

(8) Then click show report. This will give you the total orders placed this week.

(9) Someone with a very large group might want to separate their left leg from their right leg and see if the totals add up to what is showing on your their business chart.

Thanks to Joyce Hodges for these written instructions.

Becoming More Qualified...

Module B9 - Product Warranty and Repair.

As independent distributors, we often are the first to hear when a customer has a product problem. But not always. Some customers call Vollara directly. This is perfectly okay. Sometimes a distributor will offer to handle a customer's service problem for them. It is a matter of judgment.

If you get a service call, do your best to make the customer happy. Many new sales are made after product problems are addressed. Referrals are generated. As it turns out, many customer complaints do not require company intervention at all. Maybe their unit is not being operated right. Maybe it is dirty. Maybe they need an ozone plate or an RCI cell that you can order.

Some distributors clean customers' air purifiers for free. It depends on your relationship with the customer. Other distributors charge $35 or $50 and customers are very happy to pay (the cleaning charge may be as high as $100 if an air unit has been in a smoker's home). Distributors who are handy with tools sometimes clean units for other distributors. It's your call.

Water ionizer issues (and installations) can be more complicated. Water tests may be needed. Sometimes the customer will have to call a plumber.

Be friendly, be professional, and do your best.

Some Vollara warranties are for 3 years; some are for 1 year or even less. Check the warranty card in your packaging. The selling distributor or customer should make sure that card is sent in or that Online registration is completed. Ultimately, it is the customer's responsibility.

Many products are used by distributors.

Be sure to register your own products!

Now let’s cover those few units which will develop problems. Have the serial number on hand. Call the Vollara toll-free number (1-800-989-2299). Follow the prompts to customer service and trouble shooting. The Customer Service people know the machine problems and are happy to talk to you about your symptoms.

If it is determined to be a true problem (not a customer failing to set the unit properly or not having power)...and if the unit is within its warranty period, a Return Material Authorization (RMA) will be issued. They will also give you the proper address to which you will send the unit.

Pack the system in its original packaging if at all possible, and pack it carefully!

Write the RMA number on all 4 sides of the box in big letters; otherwise the company will refuse shipment.

When you get your newly repaired unit back, test it quickly to make sure it works. They can get damaged in shipment. Do not wait longer than 30 days to do this test. We want satisfied customers, not mad ones.

Vollara purchased the assets of EcoQuest International in 3/09. They did NOT, however, take responsibility for EcoQuest past debts. Unfortunately, this includes past warranties that were issued. These rules apply:

Vollara does fully warrant products sold by distributors AFTER Vollara bought the old company.

Units sold prior to the end of March 2009, but still under the old 1- or 3-year warranties, receive a discount on repairs.

Some out-of-warranty units can still be repaired, but no discounts are offered.

Some products—like the Breeze, XL-15, Bora, and Peak—no longer have parts available from Vollara. While some of these units can still possibly be fixed by one of the authorized service centers scattered around the country, when they run out of parts as well, the older units will become memories.

Inquiries are welcome. I will be happy to guide you in the appropriate direction on any repair or warranty problem. Call me on my cell @ 406-360-0956. Don Coon, Montana

John Clements does repair work in North Dallas. 972-241-6834

Becoming More Qualified...

If you have read this module you will be able to handle most product problems.

Your bedside manner is all important. When a customers thinks he or she has a problem, more than anything, they want someone to listen and be helpful.

It may not even be a real problem.

Module B10 - Customer Service. 1-800-989-2299

There are three ways of reaching Customer Service:

Telephone, (see number above)

Customer Service telephone hours are: 9 am to 9 pm Eastern Time, Monday through Friday.

email, and

"Dealer Support" through your www.MyVollara.com Landing Page.

Before contacting Customer Service, gather all the information together to address the situation, i.e., serial numbers of equipment, invoice numbers, distributor numbers, check numbers, whatever you will need. Know what you want to accomplish by the call or the email. Have a definite end result in mind.

If you are calling the Troubleshooting department about equipment, have the equipment in front of you so you can have a clear understanding of what the troubleshooter tells you.

Depending on the time you call, you may have to wait on hold from 5 to 15 minutes. Plan on doing other activities while waiting. Use a speakerphone or Bluetooth. Be patient. Other Distributors have many of the same issues you have. We will get it all worked out in time. Wait times are getting shorter every day.

The best days to call are Tuesday and Wednesday.

The best times are early morning or in the evening.

Email CustomerService@vollara.com rather than call if your question is not urgent.

Soon the best way to reach Customer Service will be through your Landing Page. From there, click on the "Dealer Support" tab located near the top of the page, next to "Log Out."

Since the DEALER Support window opens in "Answers," you will see a few general answers to questions previously asked.

To use the system, you must set up a support account. You can use the same ID and password you use for the website.

When you click on the "Ask a Question" tab, you will have to define your question according the selections under "Additional Information."

Click the "Chat" tab to get live assistance between 9 am and 5 pm Eastern, Mon through Fri.

Be patient. Soon we will be asking most of our questions

through this efficient method.

Whichever way you contact Customer Service, follow the 4 Cs of Customer Service

—Be calm, —be Clear, —be Concise, —be Courteous.

Thanks to Joyce Hodges for these written instructions.

Becoming More Qualified...

A couple of things are better than good Customer Service.

First is Common Sense. Some questions don't really need to be asked. You already know the answer if you just think it through a little.

Next is Preparation. If you know your materials, you may know exactly where to find the answer you need. That's easier for you and does not put a demand on your uplines or on the company.

Third, develop good relationships with your uplines, downlines and sideline Vollara friends. Don't take advantage of people, but if Mary knows everything about nutrition and enjoys helping, she may be a better source than the company.

Sometimes only an official answer will do even if you already have it figured out.

Show your appreciation when the customer service person helps you. Remember that customer service is a stressful job and it doesn't offer as much ultimate potential as you are working for.

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