| Step
1 |
Determine your financial goal |
Click here for
template |
| Step 2 |
Determine your target /
purpose. |
Click here for template |
| Step 3 |
Schedule Dates / Times |
Click here for template |
| Step 4 |
Sign up with Fidelity
Communications |
Service Agreement Here |
| Step 5 |
Select / Send the Database
from POS |
What is Needed?
Click Here |
| Step 6 |
Order or Record Voice
Script |
Sample Script
Here | Do Your Own
Script |
| Step 7 |
Confirm plan - dates /
script |
Measure twice, cut once |
| Step 8 |
Acquire VIP
supplies |
Unique to your operation |
| Step 9 |
Communicate plan / Train the
team |
Click for a Manager
Guide |
| Step 10 |
Set Up the POS system for
offers |
Unique to your operation |
| Step 11 |
Post staff job aides for
support |
Unique to your operation |
| Step 12 |
Execute the calls & VIP offer |
Ensure adequate staff products |
| Step 13 |
Analyze reports each day of the week |
Click here for template |
| Step 14 |
Celebrate
Success |
Music for Celebration
Here |
