Now That You re a SHAKLEE DIRECTOR

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1 Now That You re a SHAKLEE DIRECTOR

2 Dear New Shaklee Director: On behalf of everyone at Shaklee Canada Inc., I would like to take this opportunity to congratulate you on your appointment. As you enter this new phase of leadership, the Home Team will do everything possible to offer you the personal service and support you may need to build your independent business and help the people in your sales group. We ve always felt that working as a team is essential to achieving success. In having obtained Director (i.e., Business Leader) status, you ve realized the importance of the team concept in attaining your goals. You re now responsible for your own sales group, whose members will be looking to you to provide them with assistance in building their businesses. Just as the Home Team is here to help you, you must be available to guide and educate your people. Your knowledge and skills as a leader will be of great benefit to them. And the new challenges presented to you will enhance your business growth. Now that you re a Shaklee Director, there are additional privileges and rewards you re eligible to start qualifying for, including larger cash bonuses. At this time, I d like you to start thinking ahead beyond the rank of Director. As you move up the Shaklee ladder, you become eligible for even bigger cash bonuses and can eventually earn a high, executive-level income. In order to do this you must take full advantage of the Shaklee compensation plan and work with your business group to build a true multilevel organization. Don t forget that a vision without action is only a dream, but that action combined with vision can change your world. Also remember the significance of the partnership between the Home Team and the Field Team, and that we re here to help you in every way we can. Once again, congratulations on your appointment as Director. Please accept our best wishes for your continued success. Warm regards, Jodi Muraca Executive Director of Operations and Adminstration Shaklee Canada Inc. INSIDE 3 Doing Business 4 Toll-Free Directory 5 Director Benefits 7 Business Tools 9 Your Support Team 10 Ordering Details 11 How You Get Paid 11 How to Pay for Orders

3 DOING BUSINESS WITH SHAKLEE IS SIMPLE STATEMENT OF PRIVILEGES AND RESPONSIBILITIES (P&R) OF SHAKLEE FAMILY MEMBERS The P&R is an important part of the contract between Shaklee Canada Inc. (the Company ) and each Shaklee Family Member. It sets forth the policies and procedures that govern the way the Shaklee Home Office and Shaklee Family Members work together. The document outlines the privileges that you, as a Shaklee Family Member, can experience. The P&R can be found at MyShaklee.com (put P&R into the search field and press go ), or by clicking on the All Tools icon under the Featured section, then clicking on Shaklee Resource Library at the top of this tools page and doing a search for P&R. Please read the document carefully. SPONSORING You can enrol new Members one of five ways: Online through your Personal Website (PWS) Online by simply clicking the Sponsor Someone button on the MyShaklee.com Home Page By mailing applications to Shaklee Canada Inc., 3100 Harvester Road, Unit 7, Burlington, ON L7N 3W8 By toll-free fax: dial any time By toll-free phone: dial Monday to Friday between 8:00 a.m. and 8:00 p.m. Eastern Time and Saturday between 10:00 a.m. and 7:00 p.m. ET; you have the convenience of placing an order at the same time (NOTE: the original application must be received by Shaklee within 30 days of this call; Phone Application must appear at the top) PLACING ORDERS You can place an order one of five ways: Online at MyShaklee.com By mail to Shaklee Canada Inc., 3100 Harvester Road, Unit 7, Burlington, ON L7N 3W8 By to canada@shaklee.com By toll-free fax: dial By toll-free phone: dial Monday to Friday between 8:00 a.m. and 10:00 p.m. ET and Saturday between 10:00 a.m. and 7:00 p.m. ET MEMBER DIRECT ORDERING (MDO) Encourage your Members to place product orders online at MyShaklee.com or by calling Shaklee s toll-free Member Direct Ordering (MDO) service and charging their orders to their VISA or MasterCard. When Shaklee ships product directly to your Members, you don t have to worry about paperwork, placing orders, pickups, deliveries, or keeping inventory. 3

4 AUTOSHIP Sign up for our easy and convenient AutoShip service to manage repeat orders of the products you use regularly. You can set up products to ship to you in 30-, 60-, or 90-day intervals, and easily add, skip, or delete products from your AutoShip, reschedule them for another time, or ship to a different address. And you can meet monthly Point Value (PV) requirements without even thinking about it! PAYING DOWNLINE DISTRIBUTOR BONUSES Shaklee will automatically pay your qualified Distributors and Associates directly when they reach a minimum of 250 Personal Group Volume (PGV) including 100 Point Volume (PV). The price differential between MP (Member Price) and DP (Director Price) will be paid automatically when they reach 500 PGV including 100 PV. This means a lot less work for you! If you choose to pay bonuses rather than have the company pay them, you may contact Field Support for an exception to the policy and refer to the Individual Bonus Policies section of Chapter 2 of the P&R. SHAKLEE TOLL-FREE DIRECTORY (ENGLISH) / (FRENCH) Orders/applications PV updates (TOLL-FREE FAX LINE*) Orders Applications Technical inquiries SHAKLE ( ) Business Leader inquiries Bonus accounting Program qualifications *Please ensure that you write clearly with a black pen and provide all required information. If you require additional support and/or leadership, please contact your upline Business Leader. 4

5 DIRECTOR BENEFITS: ALL THIS CAN BE YOURS! MONTHLY CASH BONUSES Each Shaklee product is assigned a non-monetary value called Point Value (PV) on which bonuses are paid. Business Leaders like you that is, Directors and above must achieve a minimum of 2000 PGV, of which 100 is Personal Volume, each month to maintain rank and receive a bonus. Shaklee pays you this monthly bonus by depositing it directly into your bank account via our EFT (Electronic Funds Transfer)/Direct Deposit Program. (In order to receive your bonus, it s imperative that you complete he EFT/DD form and return it to Home Office immediately. To get a form, please contact Field Support or visit the online Resource Library at the Member Centre at MyShaklee.com.) Once you have one First Generation Dream Business Leader in your group, and you ve achieved at least 2000 PGV, you ll be eligible to receive Leadership Bonuses, which are paid by Shaklee on six generations of Dream Plan Business Leaders that you develop under you. The more First Generations you develop, the bigger your Leadership Bonuses. Here s where the earning potential gets really interesting! DISTRIBUTOR SUCCESS BONUSES New people can now get started sharing the Shaklee products they re interested in and begin earning right away. The Distributor Success Bonus Program also creates a simple, easy-toduplicate path for sustainable growth for new and existing Distributors. Earn a $50 instant bonus each time you sponsor a Qualified Distributor on his or her purchase of at least one Success Pack; a Qualified Distributor is a person who joins with a $49.95 Distributor Welcome Kit and purchases at least one Success Pack within his or her first full calendar month. Earn an additional $150 Success Bonus on products purchased when you sponsor three new Qualified Distributors, with purchase, within three rolling months. Earn a $25 Success Bonus every time you sponsor three Preferred Members, with purchase, within three rolling months; a Preferred Member is a person who joins and places a $150 order on AutoShip within his or her first full calendar month. When you purchase a Success Pack one of seven amazing product packs you save 18% off MP and earn full PV during your first full calendar month as a new Distributor. Receive additional value in Qualified Distributor benefits when you purchase your first Success Pack: eligibility to earn Success Bonuses, participate in the FastTRACK program, and grow your business internationally. LEADERSHIP, INFINITY, AND MATCHING BONUSES To learn more about Leadership, Infinity, and Matching Bonuses and the Shaklee Opportunity, visit MyShaklee.com or refer to the P&R, which you ll find in the online Resource Library. GLOBAL OPPORTUNITY Shaklee Distributors may sponsor Distributors in foreign markets permitted by Shaklee. In order to be eligible to earn bonuses on downlines developed in a foreign market, the Distributor must become a Qualified Distributor by purchasing at least one Success Pack. This entitles you to earn Success Bonuses, as well as FastTRACK rewards and matching bonuses, and to sponsor internationally. For more information about the Global Opportunity, visit MyShaklee.com or refer to the P&R, which you ll find in the online Resource Library. 5

6 OTHER BENEFITS Car Bonus Program Shaklee offers qualified Senior Directors and above the opportunity to earn a monthly Car Bonus. Details of the Bonus Car Program, including qualifications and bonus amounts, are available at MyShaklee.com. Automatic Downloads Because you re a Business Leader, Shaklee automatically downloads any new product or literature item to your backorder file. This ensures that you have an opportunity to try/peruse the product/literature before your Members do. Your Shaklee bonus will absorb the cost of the charge in the month an automatic download occurs. If you prefer not to receive automatic downloads, us at Canada@shaklee.com and ask to be removed from automatic downloads. Personal Group Lists You may create personal group lists and mailing labels at MyShaklee.com under the My Business tab by clicking on My Team. Business Leaders who do not have access to a computer may request a computer printout of every name registered in their personal groups. Two listings per year will be provided at no charge. Any further printouts will cost $25 each. Business Leaders who would prefer mailing labels instead of a list will be charged $25 per set of labels. Member Mailings (Personal Mail Program) On a Business Leader s behalf, Shaklee Canada Inc. sends each Member a complimentary Shaklee Product Catalogue and a Price List every January/February. The Business Leader s name and phone number automatically appear as the contact on the personalized mailing to downline Members, but the name and phone number of that Business Leader s Distributor or Associate may be substituted by notifying Field Support. The cost of this service, called the Personal Mail Program, is only 30 cents per active Member monthly. However, the Business Leader does not have to pay for mailings to Members who have joined in the last 12 months. 6

7 Price Tiers All Members, Distributors, and Associates are eligible for the Member Price (MP) when ordering directly from the Company. Business Leaders, as well as any Members, Distributors, or Associates designated by their Business Leader of Record, are eligible for the Director Price (DP), which reflects a discount of 15% from the Member Price. Shaklee Canada Inc. submits directly to the appropriate government all taxes collected on the MP on your behalf through the alternate collection method. FastTRACK FastTRACK is a supercharged career path in Shaklee that helps new Distributors reach the rank of Master Coordinator in 36 months, and rewards them with progressively greater incentives as they each reach key milestone along the way. To learn more, go to MyShaklee.com. Trips In addition to our annual Global Conference, Dream Incentive Trip, and Top Achievers International Incentive Trip, there are three trips or celebrations that Dream Plan Business Leaders can qualify for: New Directors: New Director Conference at Shaklee World Headquarters in Pleasanton, CA New Key Coordinators: Hometown Celebration (Shaklee comes to your hometown!) New Master Coordinators: Pinning Ceremony in Pleasanton, CA BUSINESS TOOLS At Shaklee we offer a wealth of support material to help you run your business and keep you up-to-date on our products and programs, such as: Shaklee Member Centre This powerful, leading-edge, Web-based communications tool is available at MyShaklee. com and accessible to all Shaklee Members. The Member Centre features the latest Shaklee news, special offers and product promotions, new product and program information, training, downloadable forms and presentations, a great resource library, and more. 7

8 DSA Member Rewards Program The DSA (Direct Sellers Association) of Canada s DSA MemberPerks loyalty program for independent sales contractors (e.g., Shaklee Distributors) provides discounts from a growing list of more than 1,200 brand name and local merchants redeemable at more than 6,000 locations nationwide and online for just $29.99 a year. Buy your membership today at dsa.venngo.com. Annual Shaklee Product Catalogue This impressive catalogue features an easy-to-use format with a detailed table of contents, full-colour photos, descriptions of all Shaklee products, and label information for our bestselling products. It also includes pertinent information about the science behind Shaklee and information about the Shaklee Opportunity. This annual catalogue is mailed to all Shaklee Family Members each February. Bravo! Receive much-deserved attention for your achievements! Shaklee Business Leaders from across Canada are recognized in such categories as new rank, top 10 PV, top 10 personal sponsoring, and more in our monthly recognition piece, Bravo!, which can be found at the online Member Centre at MyShaklee.com. Technical Handbook This manual contains more than 300 pages of vital technical information about all the Shaklee products sold in Canada, from nutritional supplements to Get Clean earth-friendly household cleaners. Also included are ingredient listings, the Shaklee research collection, and Material Safety Data Sheets. Shaklee University Enhance your business! Get certified and learn the best practices and training fundamentals from our top Field leaders. Shaklee University is online training that features information about our products, First-Step Training, and the Shaklee Opportunity. This tool will help you build a successful Shaklee business. For more information, please visit MyShaklee.com and click on the Shaklee University icon near the bottom of the home page. Personal Websites Create an effective online presence with a Personal Website (PWS). Featuring a unique template, a personal biography and photo section, and personalized contact information, a PWS is ideal for any business builder because it allows your customers/members to order directly from you. You can even add videos and links to your personalized pages, and track a variety of visitor activities on your PWS using Google Analytics. We also provide other tools, flyers, brochures, and pamphlets on everything from the Shaklee Dream Plan to new products and promotions. 8

9 YOUR SUPPORT TEAM While every member of the Home Team is here to provide you with the best possible service, a select group has been specially trained to answer any questions you may have about your Shaklee business, as well as help solve any business-related challenges. S U S A N DOLICK Field Support Manager JEANNETTE TALBOT Senior Counsellor B R E N D A ROBSON Counsellor J AY M E E GREEN Counsellor JODI JACINA Counsellor JOSÉE TIBERI Assistant Counsellor ALICE LOK Assistant Counsellor 9

10 ORDERING DETAILS As a Director, you order all products directly from Shaklee. Members and Associates in your personal group are also entitled to order directly from Shaklee through Member Direct Ordering (MDO). Order charges apply as follows: TOTAL MERCHANDISE PLEASE ADD (MP VALUE) Up to $ $12.50 $50.01 $ $13.50 $ $ $16.00 $ $ $17.50 $ $ $18.50 Over $ $20.00 Please note: order charges are subject to change without notice. BUSINESS LEADER ORDER CHARGE SHARING When your Members place orders, you may choose to pay 0% to 100% of the order charge and designate how it s to be applied for any Member in your personal group. Simply complete the Business Leader Order Charge Sharing form, which can be found online in the Resource Library under the All Tools icon on the home page at MyShaklee.com. Or, you may edit each Member s individual profile. The best way to update this information is to log in to MyShaklee. com and click on the My Business tab, then click on My Team. Select the Member and click on Profile ; from there, click on edit and make the necessary order charge sharing changes. 10

11 HOW YOU GET PAID YOUR BONUSES DIRECT DEPOSIT PROGRAM In order to ensure prompt payment, Shaklee will now deposit your monthly bonus directly into your bank account on the 10 th working day of the month following the month in which it was earned. Therefore, it is imperative that you complete a Direct Deposit Enrolment Form with your financial institution (i.e., any Canadian chartered bank, trust company, or credit union) and return it, as soon as possible, to Shaklee Canada Inc. (For a Direct Deposit Request Form or more information, please contact Field Support or visit the online Library at the Member Centre at MyShaklee.com.) HOW TO PAY FOR ORDERS ELECTRONIC FUNDS TRANSFER (EFT) As a Distributor, one of the many special privileges you enjoyed was the Electronic Funds Transfer (EFT) plan. Now that you re a Director, you ll enjoy it even more because Shaklee will withdraw the exact amount from your bank account five business days after you place a product order instead of the following day. NOTE: you have the option of setting up two separate Shaklee bank accounts: one for withdrawals and/or pre-authorized payments, and the other for direct deposit of bonus cheques. CREDIT CARDS All Shaklee Members and above may use VISA or MasterCard when placing orders. HOW TO ACCESS BONUS STATEMENTS ONLINE ONLINE BONUS STATEMENTS If you ve opted into online bonus statements, you can view your bonus statement information at MyShaklee.com. Click on the My Profile link, which is located at the top of every page of the MyShaklee.com site, in the My Profile drop-down menu ( Bonus Recap ). You can also find it on the My Profile page, in the left-hand navigation ( Bonus Statement ). Click on either of these links to view your online bonus statement. All your existing and new Distributors and Associates are automatically opted in for online statements: NOTE: if you don t have a bonus statement, neither the Bonus Statement nor Bonus Recap link will show. 11

12 0 AN AK 10 LE E LES MC 100 Y EA R T FEC EF HE SHAK FT LE E SO SD E L E F F E T SH 100+ Years of Your future will be exactly what you decide to make it. DR. FORREST C. SHAKLEE Shaklee Canada Inc Harvester Road, Unit 7 Burlington, ON L7N 3W8 MyShaklee.com rev. 2/18