How Can I Effectively Manage My Leads and Customers?

[Kathytnt]

My understand is that P3 and the website are now talking to each other - Is this correct

How do you all keep track of leads for mailing - ptential Bridal registries etc.

I a trying to manage my time better and I need something dependable.

Thanks, Kathy

 

[CookingwithMary]

My "other' is a box of 3 x 5 cards, with contact info. Inherited from before home computers (!!), and a different company.I keep it as backup.

 

[legacypc46]

paper system...just my personal preference over the technological options

 

[pampchefrhondab]

I personally haven't mastered this myself yet, but it's improving.

I started w/just the drawing slip sheets, then went to a binder, then started using folders. I now kind of use a mix. I still use a 3 ring binder. I staple the drawing slips to a larger piece of paper. I have the ones to call right away in the front. If they say, "Call in Feb." then I put them behind that monthly tab. I have all 12 months. If they book a show I then create a folder and input their show in PP. I put the show no. on the outside of the folder along w/their name and the date. I created a check-off sheet for the outside of the folder so I know what I have completed and what I have to do next w/a F.U. date (I have attached it). It's kinda like the info from the host info. sheets, which I still put inside my folder for notes. I then have a 30-day f.u. system-a hanging file folder - one for each day (31). When it's time for me to do something else for that folder I put it in the date I need to do something next.

This styem works great as long as I keep up w/it. Right now I'm a little behind getting organized.

 

[KellyTheChef]

I have a follow up binder like Rhonda too! (again, you need to use it each day though for it to work! )

I will attach my checklist for shows. I think this may work better for me if I start a folder for each show like Rhonda was saying. Then I can attach my checklist to the outside of the folder.

 

[wadesgirl]

I use a binder too. If I leave a message for someone, I write it on the page that their doorprize slip is attached to and they get moved to the next month. It's the best way to get track for me!

 

[Kathytnt]

OK So you guys have all these people in your binders or paper system AND in a database somewhere to send out newsletters too?????

 

[wadesgirl]

I only have binders for booking leads and recruiting leads. Then I have my email list that I keep in Yahoo for my newsletter (currently trying to import into my personal website).

 

[stefani2]

my sytemI still use the paper/binder system. I have never been able to figure out how to use any other system effectively, for me. I am always open to new suggestions, but haven't heard any great suggestions..........

 

[chefann]

One of my workshop speakers at Leadership advocates a system much like Rhonda posted, but instead of 31 daily tabs, she uses 3 tabs for the current month: 1-10, 11-20 and 21-31.

I have to confess that I'm really bad about keeping track of my leads, which is why my business isn't as good as I would like it to be. I'm working on that, though.

 

[wadesgirl]

One of my workshop speakers at Leadership advocates a system much like Rhonda posted, but instead of 31 daily tabs, she uses 3 tabs for the current month: 1-10, 11-20 and 21-31.

I have to confess that I'm really bad about keeping track of my leads, which is why my business isn't as good as I would like it to be. I'm working on that, though.

My leads got better and easier to call when I kept the binder system. Learned it last year at conference and wondered why I hadn't thought of it earlier! So much easier to keep track, takes notes, move around to different months.