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Title - Process.
The following is a generalized process outline on which to add your personal effective methods.
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Ontraport Recording
Video instruction showing how I simultaneously called and made notes.

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Video Example
This video is an example of the Lite Demo Introductory Presentation with a trade and coaching review. A video example of the actual Lite Demo Registration is contained under the Enrollment menu tab.
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Seek to complete this part of the presentation in say 20 – 30 minutes, rather than the more detailed educational timing of this video.
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You will obviously see that this video is not intended to be a perfect example, but a guide for your own learning. As these are not studio recordings, but recorded from phone calls, you may have to adjust the volume from here and there during the video.
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Support Documents And Files
The following links will provide you access to files, documents, and sites associated with the video.
♦  www.TradeSupportDemo.com – Site for Trade Value page.
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♦  Downloads –  [ Click Here ] 
(For any chartbook, simply copy into the c:/Sierra Chart (or Greenchart)/Data folder and then open in Greenchart.)
•  5 Link Charts for March to November and November to March.

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Brief Outline
A summary of Rep actions and sites.
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Call out from a list.  Lists may include people requesting more information by registering or from a list of people who are interested in starting a business and have been sent to a website with a details video.
1. Goal – Generate 2 Lite registrations per day.
2. Out-Bound – Place out-bound calls for Lite Registration:
3. In-Bound – Take In-bound calls generated by your out-bound calls and associated voice messages and emails.
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Verifying Video has been watched as it is usually easier if prospects have seen a detail videos that has already wrapped the price with value. If they have seen the video then continue with the script. If they have not seen the video then send them to a website.
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Direct Upgrade is getting tuition payment for coaching without going through the Trade Demo.  You could use language such as “for those that know they want to day trade and want to get started and into Company funding most immediately, then we can go ahead and get you started with coaching.  Which program is best for you? (presuming you discussed the programs.)  If they do not want to upgrade directly, but need some form of evidence, then enroll them in the Trade Demo program.
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Demo Enrollment is the signing up process for demo education, indicators, and data.
$50 Education (“Fast Start” courses, all software, online trades, …)
$46 Greenchart Data / Indicators
$96 Total
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The above Education and Greenchart costs are taken with one payment, as follows:
a. www.TradeSupportDemo.com – Go to this website for the link.
b. Trade Education Signup – Go to the yellow highlighted tab at the top left’ish.
e. 2nd Panel – Promo Code – Set up the sale with the right pricing:
1. Add the promotion code “only50” or “only16
2. Select “Advanced” Greenchart offering.
3. Apply – Click “Apply” to update pricing.
d. 3rd Panel – Computer Type – Select “Windows” or “Mac.”
c. 4th Panel – Partner Association (Find COD) – Go to the second box down:
1. Click on the line (probably already with a COD Code in it).
2. Type in the first letters or word of the COD Partner associated with the prospect.
(find that COD business name in the “COD Details” Google Sheet).
3. Complete Rep information if applicable.
g. Policies Box – Check the box for policy agreement.
h. Enter Payment Info – Click the “Enter Payment Info” yellow button.
1. Account – Complete requested account information.
2. Address – Complete requested address information.
3. Payment – Complete requested payment information.
i. “Signup” – Click the “Signup” yellow button.
c.  Receipt / Credentials – Mention they will receive an email receipt and login credentials in moments.
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Lite Demo Orientation – Provide the new Lite Member a mental pathway of their Lite Demo.
Demo Guidelines – This puts a simple image of the Lite Demo in their mind.
a. While waiting – Complete the Lite “Demo Orientation” while waiting for the email to be received.
b. www.TradeSupportDemo.com
c. “Demo Guidelines” – Review the page as outlined next.
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Colored Arrow Circle / Lite Demo Representation – Describe the color arrow circle. 
a. Description Example – Your Lite Demo will start with our “Fast Start” video courses to gain needed initial education.  We will sign you for our online webinars. We will also teach you how to trade historical market data and live market data. Finally, you will have access to most of our video library and our chat room.
d. 7 – 10 Days – Make sure to mention that most Lite Members finish their demo in 7 – 10 days.
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Orientation – This ensures that proper expectations are set.
a. Agreement – Summarize.
b. Not The Purpose – Summarize. 
c. Purpose – Summarize.
d. Priority – Skip
e. Demo Trial Completion – Skip
d. Coaching – Summarize and ask if any questions.
e. Coaching Value – Skip
f. Indicators and Waivers – Review briefly and mention the cancellation policy.
g. Greenchart – Review and mention the cancellation policy.
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“Fast Start” Training (after payment then orient and get them started)
Process Review – A website outlining much of the registration process.
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Opening The Trading University Website
a. Emailed Credentials – Go to their email and find the sent email with their login credentials.
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b. Trading University website tab – Get the the Trading University website, by one of the following:
1. Email Link – Click on a link in the email just sent, or.
2. Go to www.TradeSupportDemo.com and click on the yellow highlighted “Trading University link at the upper right. 
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Orientation
a. Courses – “New Student” to “Forex” and click through and showing them the first video and quiz.
b. MentionRec. Vids (Lite videos and Greenchart video) or Recorded Videos – This is an activity they can pursue, but it is their later priority after Courses, webinars, practice trading, etc.
c. MentionChat Room. – Explain that the Lite Chat is available and the other will be available with upgrading into coaching.
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Signups
a. Lite Meeting – Enroll them in the Wednesday Lite meeting.
b. Lite Trade Webinar – Enroll Lite Member in the trade webinar.
c. Lite Trade Coaching – Schedule a Lite Coach trade session.
1. Attending the Lite Trade Coaching session will be considered a completed sale for Lite Sale commission.
2. Determine if the Lite Trade Coaching was completed by viewing the “Lite Coaching Report.”
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Last Guidance
Trading University website tab (website that comes up after the $50 is paid). Follow the sign up with an orientation as to how to start and maximize the Demo.
Courses – Take them back to the “New Student” Courses so they know where to start after the call.
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Lite Demo Enrollment Video
(Older Approach, But Another Perspective.  Adapt As Needed)
This video was created before the current process was established. The only real difference is how to get to different sections. Once in the section then much is the same. There is value in watching the video.
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Install Windows
The following or following type of windows follow with installing the downloaded software during Demo Registration. Simply click through.
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Credentials And Download
it will take between 30 seconds and about 4 minutes for the system to identify the Username and Password for the Learning System and Greenchart.  Notice the Username and Password are the same. While waiting simply click on Download the software and while also waiting on it, begin setting the Lite Demo expectation.
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Install Windows
When clicking on the software download executable file, simply work through the associated installation and permission boxes. There may be others, but simply know there are a few and it will vary based on each computer.
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Software Finalization
Once the software is downloaded, on the windows start menu (Windows and Mac) the software will be listed as new installations.  We will not do a lot with this software at this time, but we will do the following
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Meta Trader – Simply have the new Lite right-click on the icon and “pin to taskbar.” This will put it at the bottom of the screen so they can quickly find it. You or the Lite Coach will set up Meta Trader and a paper account when you get to that part of the training.
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Greenchart – Right click on it and pin it to the task bar for easy locating. Double-click on the icon and open software. Add the Username and Password. Then open the software. It is suggested to close the file that opens and replace it with the Link5 EURUSD file or a like file. That is a file with linked charts and a clean chart for drawing and monitoring.
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Team Viewer – Again, right-click on the icon and pin it to the task bar. There is nothing else to do with this software.
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A little practice will have this part of the Lite Demo Registration becoming a simple process.
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Team Viewer
Follow the intuitive actions of downloading and installing the software.
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The prospect should eventually see a screen as follows. Have them select “Basic” and “Personal” as their choices.
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The next screen to populate will usually be the Remote Control Screen.
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Then direct them to Meeting panel with the icon of a group of three people.
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While the Prospect is bringing up their Team Viewer the Presenter should be doing the same. Simply click on the Team Viewer icon and then click on My Meeting and sign in. Then create a New Meeting or simply click on a meeting that is already created. This will start the meeting.
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Like anything, registering a Lite, using Team Viewer, etc. simply take practice and experience to become familiar and fluency.
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Summary
Thanks for your work as a Rep. It is critical to the success of Trade Company Money and the broader Company. It might be said that this is the driving force of company growth.
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Feel invited and welcome to contact Ralph and Trade Company Money with questions, ideas, concerns, excitement, etc.
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