Tools
Application Support

 GoSmallBiz (After the Sale) My Transactions Member to Member Exchange Business Risk Assessment Tool GoSmallBiz Website Builder Directory Listings and Flipchart

Showing GoSmallBiz (After the Sale)
Once you have sold a Small Business Plan, be sure to follow-up with the new member to help them get start using their GoSmallBiz membership. To download the webinar showing you how to explain GoSmallBiz to a new member (after the sale), right-click on the link below and save the file to your computer.

Showing GoSmallBiz Webinar


My Transactions

What is "My Transactions"?

  • My Transactions is a Simple Web-based Tool for Organizing and Tracking basic information required for tax reporting:
    • Disbursements by Check
    • Disbursements by Credit Card
    • Disbursements in Cash
    • Receipts from Customers
    • Barter Transactions
    • Automobile Mileage
  • Standard Reports include Income and Expense reports and Transaction Detail reports for any period of time, either for the business as a whole or for a single account or vendor.
  • My Transactions has logic to track your bank account balance and automate the bank statement reconciliation process.
  • The data remains on the GoSmallBiz secure server and requires member login to record transactions and retrieve data using the Reports function.
  • Should your business need the data downloaded for future use in a more sophisticated system, the Export function is quick and easy.
is NOT for members who:

  • Have already implemented Quicken or some other entry-level accounting software
  • Need to handle payroll, inventory, accounts receivable, etc.
  • Have multiple bank accounts
  • Have multiple businesses
  • Expect their business to become more complex
Should be considered by members who:

  • Have no regular system for organizing business expenses
  • Have a simple business structure like that commonly found with independent sales reps or independent contractors.
To get started:

  1. Login to your account at www.gosmallbiz.com
  2. Click "My Transactions" under Applications (from the main Member Menu)
  3. Go through the setup wizard which will assist you in:
    • Establishing your account
    • Recording an opening balance in your bank account
    • Registering an initial set of income and expense account
GoSmallBiz Member to Member Exchange
What is the GoSmallBiz "Member to Member Exchange"?

  • The GoSmallBiz Member to Member Exchange is a platform designed to give GoSmallBiz members the ability to share ideas and opinions with other members.
  • Members have the ability to post questions and/or comments for the entire GSB community to view (a new way for members to ask questions and receive answers from other members).
To get started:

  1. Login to the GoSmallBiz website.
  2. Click the appropriate section.
  3. Click the GoSmallBiz "Member to Member Exchange" link.
Business Risk Assessment Tool
What is the "Business Risk Assessment Tool"?

  • The Business Risk Assessment Tool is an online prospecting tool designed for you, the Associate.
  • Using this tool, you sit down with business owners and show how their business is exposed to potential penalties, fines and lawsuits as a result of:
    1. not being compliant with FACTA, OSHA, FCRA, GLB, HIPAA & ADA or
    2. allowing Identity Theft of employee or client information to occur at his/her business.
  • A series of simple multiple-choice questions are answered by the business owner that leads to the creation of a report based on those answers. This report can then serve as the lead-in to your Small Business presentation.
  • The Business Risk Assessment is accessed over the Internet. Associates log-in to the program site using a username and password to conduct unlimited risk assessments with business owners.
To sign up for the tool:
  1. Go to www.pplbizplan.com.
  2. Click Tools - Purchase - Business Risk Assessment Program
  3. Click Purchase Now (from the top right box)
GoSmallBiz Website Builder
What is the GoSmallBiz 4-Page Website Builder?

The website builder is included with the PPL business plan membership (BP, LPSE & HBBR). It provides:
  • Home Page and contact form plus 2 content pages and a contact form
  • 50 Design templates to choose from
  • Webpages can contain multiple images of their choice
  • Website will have an easy to remember URL (www.1wp.com/go/yourchoice)
  • Members maintain their own sites through easy to use Edit function
  • Hosting is included

To view a sample, click here.

View a module on creating a 4-page website.
(26 min; Windows Media File; 30MB)

To get started:

  1. Members log-in to GoSmallBiz.com
  2. Select My Website
Directory Listings

Step 1: Introduction
“Hi, (Business Owner’s First Name). My name is (Your Name) with GoSmallBiz. We’re in the area working to expand our corporate Directory of Small Businesses in (City). I’m here to get your information so that we can get your business listed correctly for free. Do you have a business card?” You then complete the information on the front of the listing.


Step 2: Transitioning to the Back of the Directory Listing
“I just need to ask you a few questions…(and flip the listing over without hesitation). Have you ever….” “This completes your 1 year free business listing on GoSmallBiz.”

“But I see you have some yeses here. If there was a way I could show you how we can help you in these areas, would you be interested in the information? It only takes about 15 minutes.” (if yes) Ask, “Do you have someone else that needs to hear the information, like a partner or maybe your wife, or do you make the final decisions?” (if they make the final decisions, pull your flip chart out and proceed)


Step 3: From Directory Listing to the Flipchart Presentation
Be prepared by having your Small Business flip chart, dry erase pen, and Activator on hand. As you go through the flip chart, summarize each page instead of reading each page word for word. The key page to stop and focus on is the Needs Analysis. This page shows why they need the service. (Remember: In order to present the Small Business Plan, you must do a Needs Analysis.)

The whole time you're explaining this to the owner, nod yes so that they begin nodding as you go through the areas of coverage. Again, instead of reading word for word, summarize each page and focus on the areas that they indicated during the Needs Analysis where they have challenges. Relate stories about what others have gone through in the same situation and how we have helped them. (You can get all the stories you need in the testimonial section of your Pre-Paid Legal "Members Only" section of the Pre-Paid Legal website, from listening to conference calls or from using the membership yourself). This process should only take about 7 minutes to do the flip chart.

At the conclusion of your flipchart presentation, go to the final page of the flip chart and ask what they liked best about the plan. Then wait for the answer. DO NOT SPEAK AFTER YOU ASK THIS QUESTION, NO MATTER HOW LONG IT TAKES FOR THE BUSINESS OWNER TO ANSWER! Agree with them no matter what they say they liked best. Have the applications out and then ask if there is any one else that they would like to have access to the plan and begin filling out the paperwork. Assume the sale! You should have such high belief in this membership and how it will help the business owner that you assume they are going to see it like you do. Then, go back during the follow up after the sale and help them get their challenges, which you learned through the Needs Analysis, solved.


Step 4: Overcoming Objections
Always, Always, Always follow these simple steps!!
1. Apologize
When you get the first "no", "I’m not sure", or "I need to think about it", stop and look the business owner directly in the eye and say, "Well let me first apologize to you. I don’t think I have properly explained the information to you because I normally have a 95% positive response." Your goal is to begin a dialog that will allow you to try to close again.

2. Talk about the Law Firm
“You’re probably wondering what kind of Law Firm you’re going to get for $____.” ….Let’s move forward. (try to close)

3. Third Party Endorsements
“Let me show you what has been written about our company. In fact, the American Bar Association endorses the concept of Pre-Paid Legal Services.” ….Let’s move forward. (try to close)

4. Month-to-Month
At this point they are saying to you that you have done a great presentation and explained everything very well but they need to think about it. You should say, "You’re probably thinking of this as a year long commitment.  Let’s try it for a month and if you don’t like it, you can cancel. There is no contract. Let’s get you signed up on a month-to-month program and get started getting (their main business need) taken care of.”


Step 5: Gather all the paperwork together
At this point, you should have started filing out all of the information on the apps to speed up the process then ask, “Where would you like your membership information to come? Here or your home?”

Make sure that they understand what you are leaving with them in the Activator. Set a follow up appointment and make sure that they have your contact information so they can contact you for anything that they might need. You want them to call you when something comes up so that you can help them either get on the phone with the law firm or help with the GoSmallbiz.com, especially in the beginning stages of their membership.




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