MLM Software & Operations Tools
MLM operations is the machine that delivers the promise. Party Plan operations transport vision and passion. Software selection (MLM software and Party Plan software), standard operating procedures, best practices, forms, checklists, job descriptions, organizational structure, customer service policies, enrollment processing, order processing, payment processing, returns and exchanges, and commission processing all form the essence of the successful MLM company.
ServiceQuest® Master Resource™

What is it?
Using proprietary programming, this unique online resource is a key-word searchable database with more than 1,500 MLM operations and party plan business forms, scripts, standard operating procedures, process blueprints, job descriptions, and company tools that are 24/7 accessible. These are the forms, methods, standard operating procedures, checklists, and business best practices used by the best MLM and party plan companies. Some clients refer to it as a franchise manual for MLM operations. Downloadable for immediate editing and easy adaptation, this powerful system has everything you need to shorten learning curves, sharpen understanding, and create your company's own MLM operations with supporting documentation for your operations manual.
Benefits:
- Provide an excellent experience for distributors by having a company built on solid MLM operations.
- Save time and money by operating efficiently.
- Don’t guess. There’s a right and wrong way to approach every situation. Do it the right way, by following well-defined processes and procedures.
- Don’t reinvent the wheel! This system is based on 22+ years working in and around the most successful direct selling MLM companies in the world.
- Included in LaunchSmart™ Total Success System
Staff Selection & Development Guidebook 
What is it?
We have learned that certain characteristics make the perfect employee for MLM customer service and Party Plan customer service. Combining decades of interviewing and selection experience into a easy-to-apply selection system, this system helps to screen and select the best for your MLM customer service operation. Then, as you shift to development, the system presents the following:
- 3-tier development framework
- Complete with job descriptions
- Behavioral competencies
- Comprehensive training outlines
- Sample training manual (to adapt for your products, compensation system, software selection, company culture, etc.)
- Orientation training checklist with support materials.
Benefits:
- Customer service reps who effectively serve, motivate, and retain your field reps.
- A customer service organization that shines in the world of direct selling.
- The right customer service reps who understand and operate in the mix of speed, accuracy, and attitude.
- Included in LaunchSmart™ Total Success System
ServiceSmarts™ 
What is it?
Direct selling is a relationship business. And to make sure that your staff is unified in building a successful field organization, the three-fold purpose of customer service is the foundation of the ServiceSmarts™ staff training system. The three-fold purpose of customer service is (1) delight the field, (2) improve the company, and (3) develop service professionals at the office. ServiceSmarts™ is an Internet-based training system, giving each employee her / his own training account with access to customized interactive lessons on topics such as the following:
- Handling Cancellation Request
- Increasing Average Order Size
- Consistent Policy Administration
- . . . 25 Web-based Interactive Lessons!
Benefits:
- Customer service reps who effectively serve, motivate, and retain your field reps.
- A customer service organization that actually drives profits.
- Your customer service reps ARE your voice to the field. Make sure they’re saying what you want them to say.
- Words and phrases, thought processes and coaching, for the most crucial discussions.
- Included in LaunchSmart™ Total Success System (1-year subscription)
MLM Software Selection Guide 
What is the software selection guide?
As a result of 20 years in and around direct selling software, we remain convinced that there is no "perfect" MLM software solution, mainly because each company has its own unique requirements. However, there are some excellent applications that provide the important fundamentals, particularly for getting your company launched, and beyond. We keep an internal “report card” of many of the MLM software providers, and we have our favorites; we also keep our eye on the real dogs. Since we receive no commissions or fees for referring MLM software, we aggressively support you in determining the right fit for your company.
Benefits:
- Selecting the wrong MLM software applications can cost you thousands of dollars in the short run and millions of dollars in lost revenue.
- Your MLM software provider can be one of your best allies or one of your worst enemies. Let us help you make a wise choice!
- Included in the LaunchSmart™ Total Success System
MLM Software Requirements System 
What is it?
This tool will help you to identify and organize your requirements before you start shopping for MLM software solutions. Too often, a business owner relies on the knowledge of a MLM software sales representative who can be helpful but who will not know the important needs until they are identified. This tool is designed to aid in two vital aspects: (1) in the decision of choosing of the right MLM software and Party Plan software solution by knowing the company's requirements, and (2) in defining the unique business rules that programmers will have to know (often saving considerable expense that arises from change orders during MLM software implementation).
Benefits:
- If not managed properly, your MLM software can run way over budget, and eat up much of your precious startup cash.
- Up-front planning using this system is the key to success.
- Having the right functionality will make sure you can serve and motivate your field reps like you should.
- Guides you through the creation of your requirements and provides you with a detailed requirements document for use in selecting the best solution.
- Provides documentation for holding the software provider accountable to their commitments, deliverables and timelines.
- Included in the LaunchSmart™ Total Success System
Startup Operations Manual 
What is the startup operations manual?
One of our most popular tools, this is an actual electronic manual that contains the most-used MLM policies and Party Plan policies, written as standard operating procedures for use by staff. It provides a solid springboard for expanding the operations manual as your company grows. From the very first day, your staff has access to the actual best practices, documented and support with forms, for handling these kinds of issues:
- Change of sponsorship requests
- Downline change requests
- Handling registrations for business entities (corporations, LLCs, etc.)
- Document processing and archiving
- Adjusting commissions
- . . . many more!
Benefits:
- Practical reference for instant training
- Easy to edit and adapt to your company’s unique operations
- Easy to expand because the templates can be used for additional procedures that you create or that you pull from the ServiceQuest® Master Resource™
- Included in the LaunchSmart™ Total Success System
Software Consulting and Support
What is software consulting and support?
Depending on your level of expertise, we can help to close the gaps when it comes to software selection and implementation. Our team of experts includes practical experience and skilled handling of the most complex software implementation and support demands.
Benefits:
- Peace of mind knowing that you have an experienced team to turn to anytime
- Savings in time and financial resources as a result of our style of management and support
- Leverage with your software provider as we provide you with advocacy and knowledgeable project management




The system is much more than I had imagined. From strategies to forecasting, compensation design to staff training, you have saved us immeasurable amounts of time and money.