Contact Status and Preferred Customer Information

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SUMMARY

The discussion focuses on the process of entering contact information for potential hosts and preferred customers in a direct sales context. Hosts receive their "Host Number" via a card included with their order, and it can also be found using the "host lookup" feature in Consultant's Corner. The designation of a "preferred customer" is subjective and typically based on spending habits or interest in the business opportunity. Participants are encouraged to mark individuals as "consultants" if they show interest in the business.

PREREQUISITES
  • Understanding of direct sales terminology, including "Host Number" and "preferred customer."
  • Familiarity with the Consultant's Corner platform.
  • Knowledge of customer categorization strategies in sales.
  • Basic skills in data entry and customer relationship management.
NEXT STEPS
  • Research the "host lookup" feature in Consultant's Corner for efficient management of host information.
  • Explore strategies for identifying and categorizing preferred customers based on spending and engagement.
  • Learn about effective customer relationship management (CRM) tools for direct sales.
  • Investigate best practices for engaging potential consultants in direct sales environments.
USEFUL FOR

This discussion is beneficial for direct sales consultants, customer relationship managers, and anyone involved in managing customer information and engagement strategies in a sales context.

S
Sonia_J
Messages
61
Hi everyone!

I'm entering in the contact information for the people who came to my first show yesterday.

When I'm entereing this information in the top corner under status - I marked Potential Hosts for the ones that said Maybe but
How does a Host get the "Host Number" and what makes a perferred customer?

Thanks!
 
Last edited:
host numberYour host will get his/her host number on a card that comes with the order when his/her party is delivered. You can also look it up yourself by using the "host lookup" feature on CC. I assume that "preferred customer" is something that you will decide for yourself. :)

Have a great day,
Sandy
 
Sonia_J said:
Hi everyone!

I'm entering in the contact information for the people who came to my first show yesterday.

When I'm entereing this information in the top corner under status - I marked Potential Hosts for the ones that said Maybe but
How does a Host get the "Host Number" and what makes a perferred customer?

Thanks!
Click to expand...
The host gets a host number as soon as PC accepts her show. Find it under "frequently visited links" - "host look-up" in Consultant's Corner.

A preferred customer is whatever you decide. Most people choose that designation by the amount she/he might spend on their order. Sometimes it's someone who made the show fun even if she didn't spend or someone who expressed an interest in the opportunity or show benefits but said no when I asked. Another person I would put as a preferred customer is one who is interested in a particular collection.

Mark "consultant" on everyone who might be interested in the business opportunity. If there is no consultant number entered they will be listed as "potential consultants" in the reports section of PP.
 

Frequently Asked Questions

What is Contact Status in Pampered Chef?

Contact Status refers to the classification of individuals in your Pampered Chef database based on their engagement level with your business. It helps you identify whether a contact is a customer, potential customer, or inactive, allowing you to tailor your communication and marketing efforts accordingly.

How can I update a contact's status in my Pampered Chef account?

You can update a contact's status by logging into your Pampered Chef account, navigating to your contacts list, selecting the individual you wish to update, and choosing the appropriate status from the available options. Be sure to save your changes to ensure the updated status is reflected in your records.

What is a Preferred Customer in Pampered Chef?

A Preferred Customer is someone who has opted to receive special offers, promotions, and updates from you as a Pampered Chef consultant. They may also receive exclusive discounts or early access to new products, making them feel valued and more likely to engage with your business.

How do I add someone as a Preferred Customer?

To add someone as a Preferred Customer, you can access their contact profile in your Pampered Chef account and select the option to designate them as a Preferred Customer. This typically involves checking a box or selecting a specific status that indicates their preference for receiving special communications from you.

Can I change a customer's status from Preferred Customer to another status?

Yes, you can change a customer's status from Preferred Customer to another status at any time. Simply go to their contact profile, select the new status you wish to assign, and save your changes. This flexibility allows you to manage your customer relationships effectively based on their current engagement level.

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