How to Set Up An Account
There are three ways to set up an account for a new customer:
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Paperwork and Calling in the Information
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Online
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Third Party Verification – for Directors and above
These instructions will walk you through all three options.
Items in RED are critical! The enrollment cannot be completed without them.
If you have ANY questions – Call for help!
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Your support team. Their numbers are at the top of your business report.
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Melaleuca. 800-262-0600
Always use the easiest enrollment method.
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If you are sitting with your new customer – use paperwork.
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Long Distance – if you are a Director use Third Party Verification, if not, or it’s after hours, use online enrollment
Please read and follow the instructions carefully
PAPERWORK: Must be faxed to Melaleuca so enrollment counts. 888-528-2090
CUSTOMER MEMBERSHIP AGREEMENT – RED items are critical
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Customer Information
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Check Preferred Customer
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Select 35 or 75 Points
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Most customers start at 35 then move to 75
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Fill out ALL Customer Information – Spouse info optional
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Membership Portfolio #
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If you have a Membership Kit for the customer this is the EN number from the back of the kit. If you don’t have a kit – order one for them when you place the product order.
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IGNORE – $25 membership…..
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New Customer Account Information. It’s best to get 2 forms of payment.
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Credit Card Number and Expiration Date
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Electronic Checking
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Routing Number and account number
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ONLY IF USING ELECTRONIC CHECKING – you must fax a voided check with the paperwork
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SIGNATURE
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Back-up Order
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Select Back-up Order
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Back-up order #2 is a good choice
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CUSTOMER’S INITIALS
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Lead/Enroller
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Name of the person who invited the new customer to hear about Melaleuca
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Presentation By
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Whoever did the presentation
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Either the enroller or a leader who did the presentation.
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Second area for name
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Determines where new customer should be placed in your organization. i.e. Under your mom.
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Can be left blank
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SIGNATURE
INDEPENDENT MARKETING EXECUTIVE AGREEMENT
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Necessary for customer to get a profit sharing check.
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They are NOT committing to work the business.
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If the customer objects they do not need this form to be a customer.
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Independent Marketing Executive Information
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Fill out ALL Customer Information – Spouse optional
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Select Language
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SOCIAL SECURITY NUMBER
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If customer wants to receive a check this is necessary for tax purposes.
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Assisted By – leader who helped with presentation
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Tools for Success and Income
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Participation Level
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Membership Kit Number
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Ignore the rest of this section
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Only used when setting up account by mail
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myMelaleuca.com - optional
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Free for 3 months, then $8.95 / month
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Excellent business and product training
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Career Pack, Value Pack and Pacesetter Pack
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DO NOT FILL THIS OUT
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Only used when setting up account by mail
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If you fill it out AND call it in, the customer will get two of everything.
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SIGNATURE
Fill out the paperwork and determine customer’s product order. Value or Career Pack.
Call 800-262-0600 and give the information to Melaleuca.
FAX COMPLETED PAPERWORK TO 888-528-2090
Enrollment DOES NOT COUNT without paperwork!
Melaleuca will fax you a confirmation immediately after you send in paperwork. Keep that form with completed paperwork.
If you have ANY questions – call your support team or Melaleuca, they will be HAPPY to help! 800-262-0600
ON-LINE ENROLLMENT:
WWW.MELALEUCA.COM
TWO OPTIONS
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Start a Live enrollment. Get your new customer online and fill out the forms together.
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Fill out the forms and submit. The customer will receive an email from Melaleuca with a link that lets them go in later and finish the enrollment.
Live Enrollment – Preferred Method
THIRD PARTY VERIFICATION (Must be Director or above)
The Easiest Option:
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Make sure the customer understands the 35 or 75 Product Point Commitment and has a Back-up Order Selected.
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Explain the call will be recorded and be sure the customer is comfortable with that.
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Three way your new customer to Third Party Verification 800-742-9560
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The Enrollment Specialist will take the customer’s information and ask for their verbal agreement.
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You will also need to provide information.
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Once the call is complete the customer is Preferred.
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Once the enrollment process is complete, the customer can place their order with the Enrollment Specialist.
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Have the new customer ask for their in-house account number, so they can access in website.
THE NEW CUSTOMER MUST SEND IN A SIGNED FORM BEFORE THEY ACHIEVE DIRECTOR 3 STATUS.
While it is not necessary, it is still a good idea to fill out the paperwork while the customer is giving the information to the Enrollment Specialist. Have the customer sign it and fax it to Melaleuca. |