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Consultant Management

Growing your team and building your unit or national area are some of the most exciting challenges of your career, so why not make this process easier? With UnitWise, you can keep the entire list of your team members, unit members, potential recruits, and leads all in one place.

You can make notes for recruiting interviews and create follow-up appointments on your calendar, all without leaving your chair. As a director or director to be, you can collect information about your team members' activities, including weekly accomplishments, consultant production, upcoming birthdays and more.

Our Director Complete package has a unique WAS sync feature in which you can add your team members' accomplishment information to your UnitWise website with the click of a button, even if the report was submitted after the deadline. After you sync the information, you will be able to see at a glance your entire unit's accomplishments. The WAS sync feature enables you to make the best decisions for shortterm and longterm goals.

Follow up with your team members that need extra coaching or recognize those that did an excellent job! The Special Recognition Template (Available for Director Complete package) will give you the ability to quickly share the accomplishments by simply refreshing the reports.

"Here's a great question from Mary in regard to the unit reports


I’m a director of a very big unit. I like to know how many parties and facials my Unit members did and who held the most appointments, so that I can buy prizes for my weekly meetings in advance. Does UnitWise give me this information?

Hero at UnitWise

Shopping for prizes will be fun, Mary! The "At a Glance" feature lets you see the number of parties and facials in an easy to read table format. You can even export it and forward these Unit Recognition Reports to your assistant or take it with you to shop.

Consultant Management Videos

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