Manage Leads Efficiently: Tips for Creating a Book for Each Customer

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Discussion Overview

This thread explores various approaches to managing leads through the use of lead books or binders among Pampered Chef consultants. Participants share their personal experiences and methods for organizing customer information and tracking interactions.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Exploratory

Main Points Raised

  • One participant, identifying as a consultant, mentions they create a page for every customer who expresses interest, while others note they only include those who mark "yes" or "maybe" on drawing slips.
  • Another participant shares their experience of consolidating "no" responses on a single page for easier reference during customer care calls.
  • Some participants describe their lead books as tools for tracking recruiting leads, detailing interactions and interests of potential recruits.
  • Several users mention using different formats for lead management, such as lead boxes or planners, to enhance organization.
  • One participant discusses the importance of keeping leads visible to avoid forgetting about them and to facilitate follow-ups.
  • Another participant expresses confusion about the concept of a lead book and seeks clarification on its contents and purpose.

Areas of Agreement / Disagreement

Views differ on the specific organization and purpose of lead books, with no clear consensus on a single method or approach.

Contextual Notes

Participants share varied experiences based on their individual customer bases and preferences for tracking leads, reflecting a range of organizational strategies.

Who May Find This Useful

Consultants looking for insights into lead management techniques and those interested in different organizational methods for tracking customer interactions.

S
sfdavis918
I was just reading the thread about the door prize slips and the lead books and wondered, do you make a page for your book for every customer you come in contact with? I can see where it would get to be a lot of pages, but also I want to keep track of who I call.
 
sfdavis918 said:
I was just reading the thread about the door prize slips and the lead books and wondered, do you make a page for your book for every customer you come in contact with? I can see where it would get to be a lot of pages, but also I want to keep track of who I call.
Click to expand...
I do one to a page.:)
 
I don't put every customer on their own page, unless they mark maybe or yes on their drawing slip. I keep all the ones mark yes or maybe in it's own page. Anyone who puts yes to anything else gets their own page. Anyone that I have contacted and seem interested in the opportunity or a show, or mentioned that they have done shows in the past or getting married, I put on their own page.


Since I don't have a big customer base yet, I have started something new with the no's. I am putting them all on one page per show marked NO at the top. If I need to contact some people, then I have that to fall back on or using it for customer care calls.

Is this the thread you were reading? If not, it is one kind of lead binder.
Lead Binder - http://www.chefsuccess.com/showthread.php?t=18044

I also started to keep the phone call log in there also, so I have the list and all the numbers that I need in one place.
 
What the heck is a lead book? and what do you put in it????
 
The link that I know about is in the thread above yours.

Basically it is a binder or box that keeps track of your drawing slips, and any leads you may have.
 
mommyhugz1978 said:
What the heck is a lead book? and what do you put in it????
Click to expand...
What I consider a lead book (and hopefully I answered the question right) is a RECRUITING lead book. I'm not talking about every single person I meet at a show. I staple drawing slips of any recruiting lead to one page in my lead notebook. If I don't have slip for someone, I just write their name at the top of the page. I then keep track of where I met them, what their attraction to PC is and all of the contact I have with them. Whether I send them an invite to a cluster meeting, do a recruiting interview with them or just have phone contact with them.

So, hopefully the original question was about a recruiting lead book. If not, that's what I answered it as.:o
 
We actually just made lead boxes at a cluster mtg. Working out A LOT better than trying to organize everything all at one time. :D
 
My DH bought me a Covey Planner, the thing is huge! It has papers that are titled Client File. It has lines for how you contacted them, when you contacted them, the gist of the contact and a date box for when you need to follow up with them. Now if I can just figure out who in the heck to put in it I will be cruising.
 
pamperedbecky said:
What I consider a lead book (and hopefully I answered the question right) is a RECRUITING lead book.
Click to expand...

You can make as many lead books as you wish or use a different one for different things. I keep all the following leads:
Past hosts
inactive consultants
Individual order customers
bookings
recruits or possible recruits
wish lists (for those waiting for special items to be the host special)
Wedding potentials
and my list of 100 (since it is also a list of possible leads)


Personally my lead book is still small enough that I put them all into one book. I like the book because it keeps their name in front of me, so that I don't forget. I also write down when I talked to them, what resulted from the questions or show, and if I sent anything, and what they say.

If I am looking for bookings, then I get the lead book out. If I am looking for recruits, then I have their contact info handy. It's not on a piece of paper somewhere, that I cannot find.

I like the fact that it is in a book form, because sometimes I take it to work with me, and call if I have time on break or end up with free time.
 
Last edited:
Yes to both of you that answered my question.
 

Frequently Asked Questions

What is the purpose of creating a book for each customer in direct sales?

Creating a book for each customer helps you organize their information, preferences, and purchase history. This allows you to tailor your communication and offers, enhancing customer relationships and improving sales efficiency.

How can I effectively gather information to include in each customer's book?

You can gather information through conversations during parties, follow-up calls, and customer surveys. Ask about their cooking habits, favorite products, and any specific needs they may have to build a comprehensive profile.

What key elements should I include in a customer book?

Each customer book should include their contact information, purchase history, preferences, special dates (like birthdays), and notes from previous interactions. This will help you personalize your approach and remember important details.

How often should I update each customer's book?

It's important to update each customer's book regularly, ideally after every interaction. This ensures that you have the most current information and can adjust your strategies based on their latest preferences and feedback.

What tools or methods can I use to manage customer books efficiently?

You can use digital tools like spreadsheets, CRM software, or dedicated apps designed for direct sales. Alternatively, a physical binder or notebook can work if you prefer a more hands-on approach. Choose a method that you find easy to maintain and access.

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