How to Work with Conklin’s New Customer and IBO Enrollment Forms “Conklin offers diverse products with diverse opportunities…” Business Models To simplify our business we focus on three Business Models: 1. Consumer 2. Crop & Livestock 3. Roofing Systems Consumer Division Includes y Vehicle Products y Cleaning Products y Health & Personal Care Products y Fastrack Companion Animal Products Crop & Livestock Division Includes y Agricultural Products y Fastrack/ Livestock y Lawn Care Building Division Includes y Roofing Systems y Master Guard Products 9 9 9 Paint Wood Sealers Driveway Sealers Conklin has focused on customers and IBOs in each of our three business models. Definitions y Customers – purchase Conklin products at a wholesale or preferred discount for their personal consumption only. y IBOs – promote and sell Conklin products to develop their own Conklin business, support their team members and train others to do the same. Sponsors of customers need to give great service • Help customers have an outstanding first product experience • Teach your customers how to order and do business with Conklin. • Provide product training and how to use Find Answers. • Give customers great service, because that’s what will keep them coming back to you. Sponsors of IBOs need to give great leadership y Provide IBOs ‐ your business builders ‐ great leadership. y Teach IBOs how to be their own best customer and guide them as they build their business. y Provide support, training and communications through: √ √ √ √ Conference calls √ Three way calls Product training √ Opportunity meetings Newsletters √ Find Answers Conklin website Universal Enrollment Forms for Customers and IBOs Universal Customer Registration Form • Versatile - can be used in all three business models • Package or option information available on the Introductory Flyers •The registration forms are editable with enrollment information to be printed, signed and forwarded to Conklin. Customer Account Information • Customers are welcome to purchase products from all Conklin product lines for personal consumption. Resellers are required to complete an IBO agreement and retailers are required to complete a commercial purchaser agreement. • A preferred customer account will activate upon receipt of this registration form, payment and the first product order of $50+, when submitted within 30 days of this registration. • A wholesale account will activate upon receipt of this registration form and payment. • An account will remain active with $100 cumulative annual purchases. After three years of inactivity, the account will close. • All product and training credits will be surrendered in 24 months if unused. • As a wholesale or preferred customer, I am aware that I cannot participate in Conklin’s Compensation Plan or sponsor others unless I am an IBO. • I understand that I can become an IBO at anytime by completing an IBO application and agreement. Universal IBO Application and Agreement Four differences between Customer and IBO forms •Social security/birth date •Tax exempt status •Add co-applicant •Spouse’s signature IBO Application & Agreement Terms & Conditions Differences from customer account information: •IBOs are welcome to purchase products from all Conklin product lines for personal consumption and resale. Retailers are required to complete a commercial purchaser agreement. •As a wholesale or preferred IBO, I am aware that I can sponsor and participate in Conklin’s Compensation Plan. •Complete terms & conditions on second page of application. Independent Business Owner Application Terms and Conditions Product‐Specific Enrollment Forms for Customers and IBOs w Product‐Specific Enrollment Forms for Customers and IBOs Two differences between the Universal and Product‐ Specific enrollment forms: • Lists training packages • Only packages specific to each business model listed, for example: Premier & Standard Contractor training packages on Roofing Systems enrollment forms. Introductory Flyers for All Enrollment Forms Introductory Flyers for All Enrollment Forms y The flyers are professionally designed to partner with the enrollment forms helping you introduce Conklin products and the opportunity. y Feature Conklin training package options and their benefits. y Convenient review of enrollment options y Professional leave‐behind piece with sponsor contact information. y Reminder of purchase and the great investment they made. Introductory Flyers y An editable field has been provided on each of the flyers which allows you to insert your name and contact information before printing. y The bottom left hand corner of IBO agreements/ Registration forms and flyers all have an identifying letter or number. Use these to coordinate the appropriate form with the appropriate flyers. y These flyers are provided in color and black‐and‐white. Introductory Flyer for Roofing Systems IBO Application Differences between Introductory Flyers for Customers vs. IBOs: y Testimonial is about business success y Benefits of being an IBO Complete Set of Customer Enrollment Forms NEW NEW Universal Customer Registration Form 1 – Customer Universal Introduction Flyers A – Customer Consumer Products B – Customer Roofing Systems C – Customer Crop and Livestock Product-Specific Customer Registration Forms 3 – Customer Consumer Products 4 – Customer Roofing Systems 5 – Customer Crop and Livestock Complete Set of IBO Enrollment Forms NEW NEW Universal IBO Application Form 2 – IBO Universal Introduction Flyers D – IBO Consumer Products E – IBO Building Products F – IBO Crop and Livestock Product-Specific IBO Application Forms 6 – IBO Consumer Products 7 – IBO Building Products 8 – IBO Crop and Livestock Package Summary includes all IBO and Customer Package Options Flyers & Forms Index Requesting an Enrollment Packet Request a free packet from the Sales Center with your next order. Product #005538 Each packet includes: 1. New Introductory Flyers 2. Universal and Consumer enrollment forms for IBOs and Customers 3. Package Summary 4. Flyer & Form Index 5. Download product-specific enrollment forms from website Download all the new enrollment documents from the IBO Information Center For your convenience we’ve added the information to the IBO Information Center at www.conklin.com Look in NEWS section, then click on New Enrollment Forms. Questions and Answers Q: Can the old agreements and registration forms still be used? A: As of June 1, 2008 the new enrollment forms will be required. Q: Is an IBO/Customer automatically registered for the next training program after they purchase a wholesale training package? A: No, they can choose training dates which best fit their schedule. Registration is required for each program by contacting the Meetings/Training Dept. We encourage early registration. Q & A Continued… Q: What are the status change (upgrade) options? A: Following is a list of all status changes possible. Preferred customer to wholesale customer Preferred customer to preferred IBO Preferred customer to wholesale IBO Wholesale customer to wholesale IBO Preferred IBO to wholesale IBO Add spouse as co-applicant Q: How do I change status or help one of my customers/IBOs change their status? A: Complete an application or registration form by checking the desired status change box, filling in the name and address fields, signing and sending to Conklin. Q & A Continued… Q: Is the sponsor required to sign and provide contact information on either enrollment form for a change of status? A: No, a sponsor’s contact information and signature are only required on the initial agreement or registration form. Q: What is a co-applicant? A: Co-applicant is a legal spouse, who has the right to sponsor and equal ownership rights as an IBO. To be a co-applicant, the spouse must provide their Social Security number and date of birth on the enrollment form. A spouse’s name can be added to the account as a courtesy, in instances where the spouse doesn’t want to be involved in the business. Q: Can my business partner be a co-applicant? A: No, Conklin accepts only a legal spouse as co-applicant on the IBO agreement. Q & A Continued… Q: Can a business name be listed on an IBO agreement? A: No, the IBO is required to personally complete the IBO agreement using first and last name. To include your company name a Business Supplemental Agreement is required. The purpose of the Business Supplemental Agreement is to allow an IBO to assign commissions, earnings and bonuses paid by the Conklin Company, to their corporation, partnership or LLC for tax reporting purposes. The Business Supplemental does not transfer ownership of the agreement to the business. Q: Where can I locate a Business Supplemental Agreement? A: Please contact Business Marketing for this document. Q: Can a prospect complete the IBO Agreement and Business Supplemental Agreement at the same time? A: Yes, please document on cover letter that the Business Supplemental Agreement is attached. Q & A Continued… Q: What is the difference between “resell” and “retail”? A: Resell is when an IBO sells Conklin products at retail price. Retail is when a store or business retails Conklin products at retail price (noted on front of IBO agreements). IBOs are welcome to purchase products from all Conklin product lines for personal use and for resale. Retailers are required to complete a Commercial Purchaser Agreement. Q: Where are tax exempt forms on the IBO Information Center? A: You can find both the agriculture and reseller’s tax exempt forms in the Business Marketing section under Tax Exempt Forms by state. Q. How can I receive a Commercial Purchaser Agreement? A. Please contact the Sales Center. They can offer you a selection of Commercial Purchaser packets, which include our Commercial Purchaser Agreement, a product catalog and literature and instructions on how to order and do business with Conklin. Business Marketing Dept is here to help you… Contact the following people for questions or comments ¾Amy – Marketing Plan Lead Voice link # 4232 or [email protected] ¾Crystal ‐ Marketing Plan Specialist Voice link # 4231 or [email protected] Thank you for joining us for today’s presentation. Have a wonderful day!
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