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I do one to a page.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.
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.mommyhugz1978 said:What the heck is a lead book? and what do you put in it????
pamperedbecky said:What I consider a lead book (and hopefully I answered the question right) is a RECRUITING lead book.
As a scientist, you should approach this question by analyzing your current customer base and identifying the ones that have the highest potential for future business. This could be based on factors such as their purchasing history, level of engagement with your company, and their needs and interests.
One way to manage the high volume of pages is to use a digital platform or software that allows you to create and organize customer books efficiently. This will also make it easier to update and access the information as needed.
Creating a book for every customer you come in contact with may not be necessary. Instead, focus on creating books for customers who have a high potential for future business or those who have shown a strong interest in your company. This will help you prioritize and manage your leads more efficiently.
A helpful tip for keeping track of called customers is to use a color-coding system or status labels in your book. This will make it easy to see which customers have been contacted and which ones still need follow-up.
Absolutely! Lead books can be used for various purposes such as tracking emails, meetings, and other forms of communication with the customer. You can also use it to store important documents and notes related to each customer, making it a valuable tool for managing leads efficiently.