C O M P L E T E T H I S D O C U M E N T D U R I N G Y O U R B U S I N E S S S O L U T I O N S B A S I C C L A S S !

A C C E S S Y O U R B 2 B O N B O A R D I N G G U I D E : http://connect.legalshield.com/b2bonboarding-step1

USE THIS GUIDE TO:

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The Course Companion to Business Solutions Basics

LMS Coury

Sell MoMore!:

Business Solutions Basics Planning Your Path

• Learn how to prospect in theB2B space

Keep building momentum by Revamping your Warm Market List to sell Business Solutions Services

Discover the Business Solutions opportunities on your first step list

Help you choose where you should spend your time

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C O M P L E T E T H I S D O C U M E N T W I T H YO U R S U P P O R T T E A M A N D G E T P L U G G E D I N T O T H E S Y S T E M !

The Opportunity

Selling & Recruiting

Create Your List

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GUIDE.FIRSTSTEP(1.17)FirstStepGuide(ee)-v01

Define Your Major & Minor

Watch the Business Solutions Basics Video

Partner with a Field Trainer

Build Your Team

Next Steps

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What fits you and your business? It is about matching the right steps to the right person. Defining your Major and Minor will help you decide where to spend your time. Become an Associate with a focus. What is your Major and Minor? Do you want to Recruit more and Sell a little? Or, do you want to Sell more and Recruit a little?

Step 2 Define Your Major and Minor

The Course Companion to Your Business Solutions Basics.

LegalShield Business Solutions

Step 3 The Opportunity

Lets understand the true opportunity in Business Solutions! The market is ready and this is why, 57 million full-time working Americans experienced at least one significant legal event in the past 12 months.

Legal and IDShield - Employee Benefits

Legal Plan for Small Businesses

Commercial Driver’s Legal Plan

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Elevator Pitch Role Play Have an elevator pitch that suites your prospects. Employee Benefits elevator pitch

Well I work for two forty year old companies providing voluntary benefits for companies like yours, to help protect their employees from Identity Theft and giving them the ability to talk to an attorney without worry about the high hourly cost (for things like Wills, Speeding Tickets, Legal Advice...). The benefits don't cost the company anything, and we normally see 50% of the employees participate!

Example 1:

Selling & Recruiting ConceptsStep 4

LegalShield Business Solutions

The Course Companion to Your Business Solutions Basics.

What is your elevator pitch?

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Elevator Pitch continued...

Have an elevator pitch that suites your prospects. SmallBiz elevator pitch

Example: 2

I work with a forty year old company that provides legal services to Small Businesses. Business owners and their top management use these services when legal issues arise... such as debt collection, contract execution and general legal advise. The services are very affordable... many companies have the legal plan so they don't have to worry about the high hourly cost of attorneys. We often find that when the plan is used just once in a calendar year it more than pays for itself"

What is your elevator pitch?

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Elevator Pitch continued...

Have an elevator pitch that suites your prospects. Network/Recruiting elevator pitch

Example: 3

"Well I work with 2 forty year old companies providing valuable services for individuals and families to help protect them from Identity Theft and giving them the ability to talk to an attorney without worrying about the high hourly cost (for things like Wills, Speeding Tickets, Legal advice etc…) The services are affordable and most people after reviewing the plans decide to protect their families.”

What is your elevator pitch?

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Create Your List"The List Exercise" Make categories and list everyone you know.

Step 5

1._____________________ 3.____________________ 4. _____________________2. ______________________

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Step 5

Small Business Owners Employer Groups

Create Your List...

"Identify Qualified Prospects"

Build a Bigger List: Go Walk Your Community (GWC), Follow Your Dollar to Small Businesses and Centers of Influence in your community.

What are Qualified Prospects?

Under 100 Employees

Headquarters are local

Focus on Companies you have a relationship with

Who is the True Decision Maker?

• Can vary by company

• Business owner, HR Director

Top Down Marketing

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Follow your DollarWhere do you spend your money? What businesses do you frequent and have a relationship with?

Name

Name

Phone Number

Phone Number

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The Course Companion to Your Business Solutions Basics.

LegalShield Business Solutions

Professional Network/Centers of InfluenceWho in your professional network would take time to listen to what you have to share? Who do you know who is a center of influence? Centers of influence are people who influence others, such as Chamber Leaders, pastors, coaches, organizational leaders, etc.

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Step 6 Partner with a FieldTrainer

Whether your majoring in Networking or Business Solutions, Certified Field Trainers are Here to HELP!

Fastest Way To Get The Best Help!

Profit from Business Solutions without doing Business Solutions

You will not be distracted if your Major is Networking

Best sales people learn this way

Become an Apprentice

Find a Field Trainer: AOBO/Training/Business Solutions Trainers/Field Trainers

Field Training:

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Complete a Field Trainer Interest Form•

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Build Your TeamDo you know someone who.... Self Starters, People available during work hours, People that sell for a living, enjoys selling to groups of buyers, has the motivation to make warm and cold calls, and has experience selling commission only products?

Step 7

The Course Companion to Your Business Solutions Basics.

LegalShield Business Solutions

Step 1 - Know who to look for

Step 2 - Know what not to say

Step 3 - Know what to say

Step 4 - Know what tools to use

Step 5 - Know which briefing matches the person

Step 6 - Know where and when B2B Briefings are held

B2B Virtual Briefing every Tuesday 12:00 CT (connect.legalshield.com/recruiting) (legalshieldcalendar.com)

Use Flat Sheets and White Papers

legalshieldcalendar.com

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Next StepsNow let's take your personalized Next Steps!

Step 8

The Course Companion to Your Business Solutions Basics.

LegalShield Business Solutions

If your Major is Network Marketing:What’s Next?

Recruit in the B2B space (Virtual Briefing)

Use Needs Analysis Tool (Small Biz Sales)

Learn to Identify Qualified Prospects AND

Partner with a Field Trainer to launch intoprofit mode

If Your Major is Business Solutions:What’s Next?

Attend Employee Benefit Certification Training (register in LMS)

Complete 90 Day Onboarding

Recruit in the Business Solutions market (Virtual Briefing)

Go Walk your Community - LMS 302.50

Use Needs Analysis Tool

Learn from Experience - Partner with a Field Trainer and launch into profit mode

Where to Find:

Business Solutions Basics Video: LMS Course 300

B2B Virtual Briefing: www.legalshieldb2bbriefing.com

90 Day Onboarding: LMS Course 303.30

Go Walk Your Community LMS Course Series: 302.50 - 309.91

Register for the Employee Benefit Certification Class: AOBO/Training/LMS/Course 300.10

Small Business Needs Analysis Tool: Legalshieldbizplan.com

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CHECK THE BOXES OF YOUR PERSONALIZED NEXT STEPS

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Complete the 90 Day Onboarding

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The B2B Field Training program is designed to help associates achieve success in the B2B market by watching, working with and learning from the best of the best. This apprenticeship program has been tried, tested and proven to engage and place an associate in a position of experience to move forward.

If You are interested in being Field Trained complete the following

2017 LSBS Basics Course Companion & Field Trainer Interest Form

B2B Associate

Network Associate

Business Solutions BasicsPlanning Your Path

Field Training Interest Form

Print Name: Email Address: Telephone #:

Attend Employee Benefits Training

Take the $99 SmallBiz Certification Training

GWC with Field Trainer

Best time to reach you:

Take the Next Step Challenge

Invite 5 new contacts to a Virtual Briefing

Did you identify Qualified Prospects during class?

Did you have a connection with a Decision Maker?

Are you ready to be contacted immediately?

Yes No

No

No

Yes

Yes

Are you B2B Certified? Yes

Yes

No

No

If yes, who:

Are you currently working with a Field Trainer?

What Associate Channel (Circle Your Major)

Invite Prospect to B2B Virtual Briefing

Partner with a Field Trainer

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* Membership production splits are generally 50/50 in production or applications when the trainee is fully participating inall stages of opening a group (DM meeting, enrollment, post-enrollment).

NOTE: It is recommended but not required that you consult with your upline sponsor/Executive Director about participating in the Field Training Program.

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