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Getting Started

If you need help with any of these Steps, send us an email and we'll be happy to help you!

 

Step 1: Plug into your Back Office

Login to your Surge365 Back Office at my.surge365.com

Your username is the email address you used when you signed up, and your password is the password you created when you signed up. If you forget your login, call Surge365 Member Services at 618-655-2431

 

Step 2: Activate your Widgets

Watch the 'Getting Started' video. This will unlock the widgets for your Membership. Take the Back Office tour that walks you through all the widgets.

 

Step 3: Activate your Mobile App

Take your SBA business wherever you are! Share the latest presentation, enroll a prospect, initiate a 3-Way call with your upline, and so much more! Download the App from your Back Office.

 

Step 4: Begin to Share the Opportunity

Simple Scripts with your Mobile App

 

Step 5: Order your Business Cards

 

Step 6: What is your WHY?

Write out your "WHY' in your Back Office. Your 'WHY' constantly empowers you and acts as a reminder that YOU hold the key to your success. Your Sponsor sees your ‘WHY’, so when you get a little discouraged, they can help remind you of your ‘WHY' and help you to get past any temporary hurdles. Help with your WHY

 

Step 7: Tour your Personal Travel Site

Select the 'Wholesale Travel Membership Access' Icon in your Back Office. (You may also access your Personal Travel Site via members.surge365.com) Then select Support from the top-right menu. Under 'Quick Links' (to the right) select 'Book a Personal Concierge Appointment'. Fill out the form and make an appointment to have a Personal Concierge give you a walkthrough of your Membership.

 

Step 8: Plug into Surge365 Academy Business Training

Select the 'Surge365 Academy' in your Back Office and watch the 100 Series Videos. Note that some of the videos are in production stage, so be sure and check these frequently to watch the videos that have been published and produced.

 

Step 9: Order additional EZ Travel Buttons

Use EZ Travel Buttons as a tool to build a massive Surge365 business! Give EZ Travel Buttons to your Prospects and they'll see the incredible savings they'll be able to get as a Member. Order from your Back Office.

 

Step 10: Listen to replays of Team Calls

 

Step 11: Plug into the Corporate Social Media Sites

Facebook

Twitter

Google+

YouTube

Blog

 

Step 12: Plug into Surge365 Advanced Business Training

Training provided VP Chris Cokley and Coach Tomer. Select 'Advanced Surge365 Training' in your Back Office.

 

Step 13: Set Your Vision

 

Step 14: Take the $30,000 Challenge

 

Step 15: Share the Opportunity

 

Step 16: Activate your Consumer ProTravel Network (PTN) Travel Site (Optional)

Once you’ve achieved Team Builder Level

 

Step 17: Plug into Travel Agent Training (Optional)

Once you’ve achieved Team Builder Level

Goal #1 : 3 assisted Membership Sales in your first 7 days

Goal #2 : 4 Team Builder Sales within 10 more days

Goal #3 : Complete Getting Started Steps

Goal #4 : Teach and Repeat

Team Pages Last Update: July 22, 2015

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