How Do You Keep Track of Your Contacts??

[Pampered_Ashley]

Ok, I'm new and I am trying to figure out the best way to keep track of my contacts. I was hoping that there was a way to keep track of the person you called, when you called them, and the outcome of the conversation. (I hope this makes sense...)

Anyways I was wondering how all you experienced cheffers have gone about doing this for your businesses. Any help is appreciated. TIA!!!

 

[pampcheflisa]

I usually just make lists on a legal pad, but would love a better way to do it. If anyone has a great spreadsheet to share, I would love to see it. I always say I am going to do that, but never have...hrmmph.

 

[princessmeshelle]

i thought there was a call log availible on the printable materials cds we all have. that is how i'm keeping track until i find something i like better.

 

[vwpamperedchef]

I bought a large card file box and A-Z dividers at the $1 store, and large index cards. Keep them alphabetized that way. An example of what I did is below:

Smith, Joanne
Her phone number here

9/13/08 Called LMOM (I abbreviate Left Message on Machine)
9/14 Spoke to Joanne, call back in Nov.
11/4 Called Joanne Re: hosting a fundraiser Scheduled for 11/12-24

Something like that. You don't have to write a novel. And for me, short and sweet is key.

 

[coriatc]

I have an accordian file ... it's longer than a coupon file...
I have them all labeled by month ... and everyone is either on an index card, or a Host Coaching Form (folded). I write notes on the index cards & the host coaching forms every time I make a contact with them. and then I file them under the month that I have told them I would call, etc.


The accordian file is easy to carry around with me too!

 

[chefmoseley]

I have a binder separated into months. Attached is the form I use. This way I can move them to when I need to talk to them again.

 

[Pampered_Ashley]

These are all great ideas - Thank you so much for the input

 

[mrssyvo]

I do the Janices binder system- i have one binder divided by months(labled Future Hosts, and I take the DPS, and staple it on a piece of paper in the month I should call them back to book. I write notes on the paper, such as where I met them, etc, and then once they book, I remove the page, and fill out a host info sheet, and put it in my current host binder, in the month the show is in. I also have a Recruit leads binder A team Syverson Binder, and an Adjustment/Customer Care binder. This system has enabled me to be so organized, no longer looking for slips of paper,. etc. Attached is some info that might help.

 

[Grandmarita]

Thank you, ladies, for sharing all that great information. It's like being at Conference to
have your great handouts. I'm impressed with 300 shows in 3 years! That shows our new consultants the wide range of possibilities. I would have loved to have that many shows but I am weak on getting bookings.

 

[Grandmarita]

Question about keeping track of our Contacts??? Yesterday, I was checking out the Merrill site for LOGO items. I happened upon the Customer Contacts in the menu, and
it looked like a place for us to enter all our customer information. Since I have not switched over to PP Plus, I had thought it had a feature for Customer Contacts that
would allow us to send Newsletters by going to it. Now, I am wondering if the place
is in the Merrill site which does not make any sense to me. I really don't want to give them my customer contact list. Aren't they merely a vendor for PC?

 

[baychef]

Not sure about the contacts. I am still learning P3 myself.

I have been using a binder. Very similar to the "organize your business in a day". I have the Jan-Dec dividers and just add filler paper to keep track of who I called and what I promised!!!

I have a Bookings, Recruiting, Coaching binder. Since I have started back up at work I have not been using them as I should and yes, I am getting disorganized again!

Organization to me difficult. I am visual and I am a piler. This equates to a desk that looks like World War 3 was fought and lost on it. What bugs people is that I can find most anything on it. Sweet revenge when they complain about it!!

 

[CABean03]

One of the directors in our cluster shared this idea for customer contacts/customer care:

Using a shoe box or photo box:
- label dividers by month
- use your drawing slips and put them in the month from the show, then keep notes on the back of the drawing slip and use it to continually have a revolving customer base you can call

I haven't tried this yet because I am overwhelmed in trying to get very organized with all of my PC stuff and I don't feel I have that many contacts yet, but it seems like a good system that wouldn't clutter up my office too much.

 

[crystalscookingnow]

Not sure about the contacts. I am still learning P3 myself.

I have been using a binder. Very similar to the "organize your business in a day". I have the Jan-Dec dividers and just add filler paper to keep track of who I called and what I promised!!!

I have a Bookings, Recruiting, Coaching binder. Since I have started back up at work I have not been using them as I should and yes, I am getting disorganized again!

Organization to me difficult. I am visual and I am a piler. This equates to a desk that looks like World War 3 was fought and lost on it. What bugs people is that I can find most anything on it. Sweet revenge when they complain about it!!

This is SO me! Bugs my DH most of all b/c he has to look at it. LOL I'm not a great contacts person. I've tried binders, accordian files, shoe boxes & recipe cards. I just don't keep up on it. I have been using microsoft outlook though as my contact system. I just make a note in their contact record.

 

[gingertannery]

I also used "binderize" That has been the easiest way to keep up with leads. A section for each month.. Tape lead form to notebook paper. Log contacts and relavant info...move it where you need it.
Example: I went to a church bazaar last week. I had a give away item so I had leads. I wrote on each lead page where I got it. St. Helen's Church bazaar 10/11/08. I put it in October section. I will finish calling them. If Mary says no party now.. but call in January.. I switch her to the January section. She'll be there waiting when I make January calls. The notebook paper has lines.. So I jot info down as needed. And it is all together.