Direct Selling 101: Learning the Ropes


Expanded Direct Selling 101: Learning the Ropes

We hope you were able to join us in Baltimore. But if not, please plan to attend next year's seminar. In the meantime, you might also be interested in DSA's Direct Selling 101 DVD. Find out complete details by visiting our store and search using keyword "101."

Weren't able to attend? Find out what you missed:

A seasoned panel of direct selling pros with hands-on experience working with successful start-up companies will lead you through the basics of direct selling during our 2007 Learning the Ropes Expanded Program. You’ll gain information on key topics including marketing and compensation plans; building a three-year business plan; basic order processing and customer service infrastructure; management decision-making guides for direct selling; legal musts; salesforce development; communications and much more!

Monday, September 24, 2007

8:00 a.m. - 8:30 a.m.Continental Breakfast
8:30 a.m. – 8:40 a.m.Introduction to Direct Selling
8:40 a.m. – 9:45 a.m.The Search Begins: Finding the Right Marketing Plan
9:45 a.m. – 10:00 a.m.Networking Break
10:00 a.m. – 11:00 a.m.Compensation Plan Design Essentials
11:00 a.m. – 11:45 a.m.Key Operating Indicators
11:45 a.m. – 12:45 p.m.Networking Luncheon
12:45 p.m. – 1:30 p.m.Promotions That Drive Your Business
1:30 p.m. – 2:15 p.m.Five Keys to a Fast Start
2:15 p.m. – 2:30 p.m.Networking Break
2:30 p.m. – 3:45 p.m.Three Principles & Four Questions
3:45 p.m. – 4:30 p.m.Legal Issues
4:30 p.m. – 5:30 p.m.My Story
5:30 p.m. – 6:30 p.m.Ask the Veterans Panel
6:30 p.m.Dutch-Treat Networking Dinner
6:30 p.m.Party Plan Council Dinner

Tuesday, September 25, 2007

8:00 a.m. – 8:30 a.m.Continental Breakfast
8:30 a.m. – 9:30 a.m.Business Plans & Budgets
9:30 a.m. – 10:30 a.m.The 10 Most Common Mistakes in Direct Selling
10:30 a.m. – 11:00 a.m.Stir, Bake, Enjoy! The Secret Ingredients of Success
11:00 a.m. – NoonNetworking Luncheon
12:15 p.m. – 1:30 p.m. Bringing the Dream to Life
1:30 p.m. – 2:30 p.m.Customer Care & Field Communications
2:30 p.m. – 3:00 p.m. Networking Break
3:00 p.m. – 4:00 p.m.Guiding Principles for Development & Growth
4:00 p.m. – 5:00 p.m.Developing Salesforce Leaders
5:00 p.m. – 6:00 p.m. Open Forum

Wednesday, September 26, 2007

8:00 a.m. – 8:30 a.m.Continental Breakfast
8:30 a.m. – 9:30 a.m.Salesforce Tools
9:30 a.m. – 10:30 a.m.Assessing Your Technology Needs
10:30 a.m. – NoonNetworking Roundtables
Noon – 1:00 p.m.Networking Lunch

Monday, September 24

8:00 a.m. – 8:30 a.m. Breakfast
Start the day off right! Check in with the DSA registration desk and grab a bite to eat before we get started with an information-packed day of direct selling basics.

8:30 a.m. – 8:40 a.m. Introduction to Direct Selling
Direct Selling is defined as the sale of a consumer product or service in a person-to-person fashion, away from a fixed retail location. But there’s more to the story than the simple sale of products. This introduction to direct selling will provide you with the foundation you need to carry you through this seminar and into the future of your company.

  • Joseph Mariano, Executive Vice President, Secretary & Legal Counsel, Direct Selling Association
8:40 a.m. – 9:45 a.m. The Search Begins: Finding the Right Marketing Plan
The kind of marketing plan a company utilizes can be the deciding factor in the success of the organization. The plan you select will shape your company and affect every decision your executive team makes as the company grows. How should you go about choosing the plan that will best fit your growing business? Which approaches have the highest success rates, and how have others implemented them quickly and successfully? These and many other questions will be answered in this insightful session.
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
9:45 a.m. – 10:0 a.m. Networking Refreshment Break

10:00 a.m. – 11:00 a.m. Compensation Plan Design Essentials
Compensation plans are designed to encourage and provide motivation for specific behaviors from your sales representatives and their customers. New direct selling companies quickly learn that a winning compensation strategy is critical to their success. In this informative session, you’ll learn how to choose a compensation plan strategy that is right for your business model and how to leverage your compensation plan for aggressive growth.
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
11:00 a.m – 11:45 a.m. Key Operating Indicators
Successful direct selling companies make operating decisions only after evaluating the critical metrics that gauge their success: salesforce turnover, retention, recruitment, sales, incentive success and others. Many corporate decision-making pitfalls can be avoided if your company establishes effective strategies for gathering and evaluating these metrics. This session will provide you with a system to utilize your company’s data, as well as address mistakes commonly made when executives exclusively use “gut feelings” or “intuition” for key business decisions. Successful and confident decision-making starts here!
  • Mark Bosworth, Consultant, Luce & Associates
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
11:45 a.m. – 12:45 p.m. Networking Lunch
Rejuvenate your mind after an information-packed morning and gear up for the afternoon with some good food and an opportunity to chat with your fellow attendees.

12:45 p.m. – 1:30 p.m. Promotions That Drive Your Business
Promotional programs are marketing activities designed to motivate the salesforce to take two basic actions: sell products and recruit others to sell. If your company isn’t selling enough product or recruiting enough distributors, you won’t have a company for very long. Our expert will explore when and why promotions are needed and how to fit them into your regular business structure at the drop of a hat. You’ll also learn the importance of matching promotions to your company’s preferred method of selling and gain essential tips on how to do so.
  • Jan Gilmore, Principal, Jan Gilmore Unlimited
1:30 p.m. – 2:15 p.m. Five Keys to a Fast Start
Ever wish there was an “easy button” to growing your salesforce? Five easy concepts will have new distributors banging down your door. Our panel of experts will discuss such topics as basic order processing and customer service infrastructure, creating the “business in a box” to promote distance recruiting, field services to promote growth, field communications including newsletters, recognition and more; and building the home office team: what is needed, what isn’t?
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
2:15 p.m. – 2:30 p.m. Networking Break

2:30 p.m. – 3:45 p.m. Three Principles & Four Questions
It can make or break your company if your corporate team doesn’t understand the underlying philosophies that guide our industry. Individuals new to direct selling often find its concepts and practices difficult to master. Questions like, “Why do direct sellers do the things they do?” “How do they think?” and “What are they talking about?” can often stop company growth in its tracks. Our expert has developed a decision process tool to help new employees and executives understand how to think about things in a direct selling context and make decisions based upon that thinking. He calls this process the “Three Principles and Four Questions.” Find out how it can keep your company on the right track to growth and success.
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
3:45 p.m. – 4:30 p.m. Legal Issues
The laws surrounding direct selling vary widely, and are sometimes complicated, but staying on the right side of the law is critical to your company’s—and our industry’s—success. In this discussion, we will cover the basic legal topics about which every company should be familiar, featuring DSA’s Code of Ethics, state and federal laws including independent contractor issues, and DSA-produced model anti-pyramid scheme legislation. We’ll also cover the FTC and Internet issues in this layman’s session on direct selling law.
  • Spencer Reese, Partner, Grimes & Reese
4:30 p.m. – 5:30 p.m. My Story
Sit back and enjoy a relaxed hour of story-telling, as executives from two successful direct selling enterprises tell you about their experience getting started in the industry, including pitfalls avoided—or not—and valuable lessons learned. Get a feel for our industry’s wonderful tradition of information-sharing and garner some great tips you couldn’t have learned anywhere else—and won’t want to learn through experience.
  • Jennifer Rivaldo, COO, BabyCrazy
  • Leo Williams, Chairman of the Board, Take Shape for Life, Inc. - Medifast
5:30 p.m. – 6:30 p.m. Ask the Veterans Panel
Digest everything you’ll have learned during the first nine hours of this seminar through an open Q & A session. Ask questions, benefit from the questions others ask and wrap your mind around everything you’re starting to understand about our industry.
  • Mark Bosworth, Consultant, Luce & Associates
  • Jan Gilmore, Principal, Jan Gilmore Unlimited
  • Dan Jensen, Compensation Plan Specialist, Dan Jensen Consulting
  • Alan Luce, Chief Executive Officer, Wildtree Herbs, Inc.
  • Spencer Reese, Partner, Grimes & Reese
  • Jennifer Rivaldo, COO, BabyCrazy
  • Leo Williams, Chairman of the Board, Take Shape for Life, Inc. - Medifast
6:30 p.m. Dutch-Treat Networking Dinner
Gather with other attendees at an area hot-spot for a relaxed evening of good food and conversation.

6:30 p.m. Party Plan Council Dinner
For individuals whose companies will utilize the party plan method of selling, you’ll want to be in attendance at the Party Plan Council Dinner. Enjoy great food and take part in the Council meeting, facilitated by Lee Morgan (Chairperson, Creative Memories), as challenges specific to party planning are discussed. (Separate registration applies.)

Tuesday, September 25

8:00 a.m. – 8:30 a.m. Continental Breakfast
We’ll begin the second day of learning the basics with a great breakfast to get attendees energized before this morning’s sessions.

8:30 a.m. – 9:30 a.m. Business Plans and Budgets
You can’t have a successful company – direct selling or any other kind – without money, and a plan for making more of it. For many companies just getting started, the financial aspects of running a direct selling business may be uncharted waters, but building a solid financial plan is one of the key steps in creating and growing a successful company. This session will answer critical questions including, “Why is a business plan important?” “How much will it cost to get my company launched?” and “What are the factors that will influence my growth and profitability?”

9:30 a.m. – 10:30 a.m. The 10 Most Common Mistakes in Direct Selling
If you fail to study history, you may be doomed to repeat it. Learn from our expert how to avoid the pitfalls others have encountered and capitalize on successful strategies to insure your future.

  • Dan Jensen, Compensation Plan Specialist, Dan Jensen Consulting
10:30 a.m. - 11:00 a.m. Stir, Bake, Enjoy! The Secret Ingredients of Success
Just as your company should study history to avoid mistakes, you should also make sure not to recreate any wheels if successful ones are available. Our industry veteran will provide you with the basic elements that have helped other direct selling companies succeed, including attributes of the ideal direct selling company, variables within your control that will drive company growth and important retention and recruitment activities that will provide your company with a salesforce now and in the years to come.
  • Jay Leisner, President, Sylvina Consulting
11:00 a.m. – Noon Networking Luncheon
Break bread with your peers and enjoy another opportunity to network with others who can provide your company with guidance—now, and in the future.

12:15 p.m. – 1:30 p.m. Bringing the Dream to Life
Direct selling in fundamentally different from other retail industries, and without a firm understanding of those differences, your company will not be able to succeed. Our expert will walk you through everything from product marketing to shipping and distribution to budgetary expectations and much more to provide you with an in-depth understanding of the differences you can expect, and what that means for your company’s operations as you bring the dream to life.
  • Rob Barnes, Chief Executive Officer, Sensaria Natural Bodycare, Inc.
  • Jan Gilmore, Principal, Jan Gilmore Unlimited
  • Lee Morgan, Chairperson, Creative Memories
1:30 p.m. – 2:30 p.m. Customer Care & Field Communications
As you add layers onto your direct selling enterprise – corporate to field to customers—one lesson will directly add to or subtract from your success: communication is key. Whether it’s how you communicate with your salesforce about new product lines or company policy changes, or how your customer service team handles incoming calls, the philosophy around which you shape these communications will make a difference in customer and distributor retention and growth of your company. Our experts will guide you through essential dos and don’ts and provide you with valuable lessons learned to start you on the path to keeping all layers united around one cause: your company’s success.
  • Janine Avila, Director, Field Training, Oxyfresh Worldwide, Inc.
  • Mark Bosworth, Consultant, Luce & Associates
2:30 p.m. – 3:00 p.m. Networking Break
3:00 p.m. – 4:00 p.m. Guiding Principles for Development & Growth
Get the scoop on how to think, plan and address critical considerations in growing your business right the first time. Though there is a high degree of expecting the unexpected in your direct selling venture, this session will demonstrate a fundamental forecasting model that is extremely accurate at predicting sales and recruiting for your company.
  • Richard Wiser, Consultant
4:00 p.m. – 5:00 p.m. Developing Salesforce Leaders
Your company’s sales will be driven by your distributors – specifically those who have generated their share of sales and can show others how to do it effectively. But sales leaders are not all born; some must be created. How do you go about creating a generation of sales leaders who can grow your company and motivate others to do so, as well? This session will provide you with the resources you need to do just that, keeping your company on the right track for future success.
  • Janine Avila, Director, Field Training, Oxyfresh Worldwide, Inc.
  • Mark Bosworth, Consultant, Luce & Associates
5:00 p.m. – 6:00 p.m. Open Forum
More information means more time for more questions. Wrap up this second day of sessions with a Q & A forum to help you process the information you’ve learned.

Wednesday, September 26

8:00 a.m. – 8:30 a.m. Continental Breakfast
Get started on the last day of the seminar with a good breakfast and time to chat with your peers about everything you’ve learned thus far.

8:30 a.m. – 9:30 a.m. Salesforce Tools
Your salesforce distributes your company’s product line because they are inspired to do so. But with more than 200 other direct selling companies that could similarly inspire them, you want to do everything you can to keep that inspiration alive and their business operations simple. Our panel of technology experts will present to you an array of tools all small (but growing!) direct selling companies can afford to offer to their consultants that will make every hour your distributors spend working their business profitable, rather than a drain on energy and inspiration.

  • Peter Benedict, Executive Vice President, iCentris, Inc.
  • Ross Crago, Director, Sales, VideoPlus, L.P.
  • Steve Douglas, National Sales Director, Fionda, LLC
9:30 a.m. – 10:30 a.m. Assessing Your Technology Needs
Compensation plans, budgets, marketing, accounting, distribution …. These are just a few of the elements that comprise the foundation of your direct selling company. And they all need to be tied together with the appropriate software to keep your company operating full speed ahead. Can you use DreamWeaver to assemble your Web site? Will QuickBooks take care of your accounting needs? Can you keep track of your company’s downline in Excel? And when will it be time for an upgrade? This session will cover these important topics and address the pitfalls that exist for the young and growing direct selling company.
  • Bob Hipple, President, Eaglecap Consulting
10:30 a.m. - Noon Networking Roundtables
Experts who have been with us throughout the seminar will lead topical roundtables to provide you with an open forum to ask questions of and gain insights from others in attendance. This is the perfect opportunity to share your challenges with others and gain tips to stimulate company growth.

Noon – 1:00 p.m. Networking Lunch
Grab a bite to eat before you hit the road! Continue previous conversations with your colleagues before you head out of town to put the information you’ve learned into practice!

Hotel Information
Baltimore Marriott Inner Harbor Hotel at Camden Yards
110 South Eutaw Street
Baltimore, MD 21201
(800) 228-9290
(410) 962-0202

Hotel reservations are the responsibility of the individual delegate. Identify yourself as being with DSA for a special rate of $189 per night. Make your reservations by August 30, 2007, before DSA's block of rooms is released to the public. Reservations cannot be guaranteed through this date. Rooms will be given out on a first come basis. Please reserve your room ASAP.