The Spreadsheet for Creating Group Accounts

INSTRUCTIONS

After you complete a group purchase for the TKI, an online course, or The Complete Program (which can include a purchase for one or more other persons), download the attachment that's below these instructions. On that Excel spreadsheet, fill in the four columns of information for every member in your group: First Name, Last Name, E-Mail Address, Company Name.

For most group purchases, the number of persons listed on the spreadsheet will equal the quantity you just purchased. However, if you purchased more items than the people on your spreadsheet, we'll credit your group account with those extra TKIs or online courses (which are good until the expiration period for "unassigned" slots has elapsed). But you'll need to submit another spreadsheet when you know the participants who'll be making use of those unassigned slots (which then initiates the expiration period for the assigned product to group members). 

ALERTS: Please don't add any additional columns to our spreadsheet template, since that will result in error messages. It will also help if you don't leave empty rows between any of your group members: That might confuse our computer program. In case you need to send another spreadsheet with additional group members (as they become known), please don't repeat the information you already sent us: Only send us new information on subsequent spreadsheets. And there's no need to rename the spreadsheet after you download it: When we receive your spreadsheet, we'll rename it anyway so we can track our customers and their orders.

E-mail your completed KD_Spreadsheet.xls to groups@kilmanndiagnostics.com

Within 48 hours (but usually in much less time) of receiving your completed spreadsheet, each group member will receive an e-mail that provides a pre-assigned username and password. With this information, he or she can log in to our website and find the purchased item in their username panel (on the top left of our website): "My TKI" or "My Online Courses."

SO WE CAN BETTER SERVE YOU...PLEASE ADDRESS THESE FOUR REQUESTS

1. Double-check the accuracy of all e-mail addresses before you send us your spreadsheet.

2. It would be most helpful if you'd ask all group members to look for an e-mail from KILMANN DIAGNOSTICS (or info@kilmanndiagnostics.com) with one of these two subject lines: TO LOG IN FOR YOUR TKI ASSESSMENT or TO LOG IN FOR YOUR ONLINE COURSE. Otherwise, some members might overlook our e-mail that contains the account information they'll need to take the TKI, an online course, or The Complete Program.

3. MOST IMPORTANT: The best way to guarantee that your members will receive our e-mail is to ask them to add info@kilmanndiagnostics.com to their Contact Folder or Address Book. Otherwise, if the Firewall setting for your company is sensitive, their INBOX might not receive our e-mail. Just in case they didn't add us to their Address Book, please ask them to check their SPAM Folder (also called "junk" mail) if they haven't received our e-mail with their username information.

4. Regarding a group purchase of the TKI, only your group members will be receiving their TKI reports. If you would like them to send you a copy (especially if you're conducting a coaching session or any kind of educational program), please ask them to forward their results to you.

If you have any questions about these instructions and our four requests, please Contact Us.