1. AND EFFECTIVE MEETINGS
Team Etiquette
AND EFFECTIVE MEETINGS

2. Team Etiquette Dress appropriately Arrive early – before guests
Start on time – end on time
Introduce guests to other Associates
Keep the mood upbeat and positive
Sit with your guests through the presentation!
Take notes!
Make sure your cell phone is off

3. SORT GUESTS AFTER PRESENTATION
Team Etiquette
Remain in your seat throughout the presentation and support the presenter
Don’t interrupt the presenter or ask non-related questions
Introduce guests to Presenter after Presentation – Mr./Mrs./Ms.
Ask Presenter Question AFTER all Guests Leave
SORT GUESTS AFTER PRESENTATION

4. PBR / Home Meeting Checklist
Phones Off Hook
Kids in Bed/Babysitter
Animals Outside
Documents on Table
Handouts Ready
-1-9 Overview Sheet
-Associate Agreements & Pens
-Monthly Bonus
-CORE Services Flyer
Simple Snacks
No Alcohol
Cool Room Temperature
Upbeat Music (Before and After)
Sign In Sheet
MOST IMPORTANT . . .
HAVE FUN!

5. Role Of The Host Welcome Guests: Do NOT apologize for “no shows”
Ask to Turn Off Cell Phones
Hold All Questions Until the End
Do NOT apologize for “no shows”
Edify the speaker by talking about their past, present and future
Sit with your guests through the presentation, Take notes, Stay Excited, Participate with Speaker!
Sort Guests after Presentation

6. After The Presentation
Turn music back on
Break out room
Sign up Associates and Refer Services
“Can’t you see yourself doing this with me?”
“We’re going to have the best financial year ever!”
“I love you too much to leave you behind!”
“I’m going to be there with you every step of the way.”