Got this GREAT question from Coach Krystle Blue—”A blog on day-to-day tasks would be awesome. When I get up and sit at my desk, what things/tasks should I be doing to ensure that I’m moving my business forward every day?

I think everyone wants to know what to do every single day. The answer I’m going to provide here is for new Coaches that are looking to build their business. If you are a 5-Star Diamond, you probably don’t need me to tell you what to do (if you do, just get in touch with me and I’ll give you a list lol).

So, let’s start with the basics.

Three Vital Behaviors

We call them “vital” behaviors for a reason. They should be your first and foremost tasks every day.

Every single day you must be inviting people to the Challenge, doing personal development, and working out and drinking Shakeology.

I make time for personal development and fitness each and every day. I often listen to audio books when I’m exercising to kill two birds with one stone. I drink Shakeology DAILY. If you are not, that’s the simple answer why your business isn’t growing as fast as you’d like it to.

Here’s something to think about as you read this post…

People like complex solutions to problems. We always want to look for the exotic answers rather than the simple ones. Why?  Because if the solution is simple, then that usually means we are going to have to change and people fear change.

I see so many people that try to add complexity to the Three Vital Behaviors as an avoidance mechanism. If it is complex, then you don’t have to do it.

Begin a careful examination of your actions and your thought processes here. When things are simple, we run out of excuses why we can’t pretty quickly. Now, that may mean you are going to have to change.

We’ve had to change a lot during the course of our careers as Team Beachbody Coaches. Keep in mind that this is not a complex business. It’s a very simple one.

Being a tax accountant is a complex business. There is a lot to know and every day you run the risk of giving incorrect answers.

We invite people to change their lives. That’s really simple. If you are over complicating it, then you are avoiding it and that’s why your business isn’t growing as fast as you’d like it to.

Breaking down the Invitation process

Adding Contacts

The process of inviting people to the Challenge requires you to have a contact list, so this is another key activity. You should be building your contact list using the Business Activity Tracker every single day. If you don’t add contacts, you don’t have people to invite.

Here are some of my favorite places to find and add contacts:

  1. Beachbody Customer LeadsGet to Emerald and start texting these leads to connect with them.
  2. Your existing customers—They’ve already said yes once, why not ask again? And, don’t forget to ask if they have someone they want to invite to play.
  3. Social groups—What do you do with groups of people? Whether you play golf, like to sew, are a soccer mom, or play chess, there is some activity that you do where there are a group of people. Connect with them and start finding out how you can help them.
  4. Social networks—Where to start with this one? It’s a whole post! People connect in so many places. Pick one or two of them and start connecting. Focus on joining special interest groups where you’ll have more interaction going on.
  5. Friends and family (warm market)—Get out your phone (or whatever you use to manage contacts) and go through the whole thing. Use the Memory Jogger if you need to. You’ve got the contacts if you look hard enough. Way too many people tell me that they don’t have any contacts left. That’s simply not true! If you can honestly (honestly) tell me that you’ve invited everyone in your address book, then I’m going to bet you have already built a successful business.

If you are not adding people to your contact list, that’s why your business isn’t growing as fast as you’d like it to. This business isn’t like a car dealership that simply waits for prospects to walk through the door. You’ve got to go find your prospects.

Five Step Invitation Process

Once you’ve made a contact, and the opportunity to invite that person has come up, initiate the Five Step Invitation Process.

Use the Business Activity Tracker so you know where you are at in the process with each of your prospects. Consult the Invitation Guide for best practices here. If you are adding people to your list and not inviting them to the Challenge using this process, that’s why your business isn’t growing as fast as you’d like it to.

Following Up

This is a must do for your list every single day. If you are adding people to your contact list and inviting them to the Challenge, then you’ve got plenty of follow up to do every day. If you don’t have people to follow up with, that’s a pretty good signal that you are not adding people to your contact list or inviting them to the Challenge. And, that’s why your business isn’t growing as fast as you’d like it to.

Enrolling People in the Challenge

This is “The Close.” If you are adding contacts, inviting using the Five Step Process, and following up, then you should have people to enroll.

They should be easy to enroll because you’ve helped them connect our solution to their problem and you’ve shown them how it will get them where they want to go. There’s a little bit of skill involved here, so you may need to practice this one for a while. Don’t be afraid to do that. Ask. Simply ask people if they are ready to enroll. This may be one of those areas where the answer is simple, but you’ll need to get outside your comfort zone and ask people to enroll. Consult the Invitation Guide for best practices here.

If you aren’t enrolling people in the Challenge, then you aren’t making sales—and, if you aren’t making sales, that’s exactly why your business isn’t growing as fast as you like it to.

Make no mistake, this is a sales business. Yes, it’s about supporting people and helping them achieve their goals, but if you want to earn a significant income, you’ve got to learn how to make sales, then teach other people how to make sales.

Supporting Your Group

In a few rare cases, I see people that add contacts, invite, follow up, enroll and then leave their customers to fend for themselves. You can’t do that.

The first step of leadership in this business happens with your customers. You’ve got to Coach them. That doesn’t require you to be a personal trainer. It does require you to be present and to encourage the group to participate.

Learn how to Support Your Group via the 7 Day Quick Start Training.

Your Challenge Groups are the single greatest source of Coach prospects that you have. You’ve got to nurture those prospects.  You’ve got to help them get results. You’ve got to guide them to success. If you aren’t supporting your groups, you are not setting people up to win and that’s why your business isn’t growing as fast as you’d like it to.


Marketing is important, but be sure you don’t confuse it with inviting.

Marketing is the process of sharing the materials that Beachbody produces or sharing about your experiences using our products. Marketing isn’t designed to invite people to the Challenge. That’s a one on one process. Instead, marketing sets up your potential prospects for the invitation.

I can’t tell you how many times people that I’m inviting say, “Yeah, I saw you talking about that on your page and I’ve been thinking about it.” Oh, really, you’ve been thinking about it? That’s exactly what I intended when I was doing my marketing. If you can get people to think about it, you are setting yourself up for a successful invite.

You can’t rely on marketing to build your business. It’s impersonal and this is a relationship business. Big box retailers and food companies can get away with impersonal marketing because they spend millions on advertising. Unless I’ve misjudged your commitment level here, you don’t have that budget. Even if you did, it would likely fall flat.

Let’s say you spent $1 million on ads. What are you going to train people to do when they become Coaches on your team?

“Just throw a million at it” isn’t going to be a compelling speech. You’ve GOT to invite. That’s what is simple and what duplicates.

If you are not marketing, that’s likely NOT the reason your business isn’t growing as fast as you’d like it to. Marketing isn’t essential. It helps, but it isn’t essential. Inviting is essential.

Be of Service

I don’t know what this looks like for you—whether it is your family, your church, your customers or your Team.

What I do know is that serving others is the path to success. Finding time in your day to give to other people and help them get better is always a good idea.

If you are not spending time in service to others, that’s probably why your life isn’t growing as fast as you’d like it to.