Need Help Getting Organized With My Cc Calls

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Discussion Overview

This thread centers around the challenges and strategies consultants face in organizing their customer contact calls. Participants share their personal experiences and methods for keeping track of customer interactions and order histories.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Exploratory

Main Points Raised

  • One participant, identifying as a consultant, expresses difficulty in organizing contact calls and seeks suggestions for managing customer order histories effectively.
  • Another participant shares their experience of using a printed customer contact list and marking results directly on the page during calls, which they find manageable.
  • Several users mention the practice of keeping receipts for a limited time, with one participant noting they discard receipts after making follow-up calls.
  • One participant discusses using a Show Report from P3 to have customer order information readily available during calls, which they find helpful.
  • Another participant mentions printing receipts from their largest show to facilitate conversations about specific products with customers.
  • Some participants express a desire to find a balance between organization and simplicity, with concerns about creating a maintenance burden.

Areas of Agreement / Disagreement

Views differ on the necessity of keeping customer receipts, with some participants advocating for their retention while others suggest discarding them after follow-up calls. No clear consensus emerges on the best organizational method.

Contextual Notes

Participants share various organizational strategies based on their personal experiences, indicating a range of approaches to managing customer interactions and follow-ups.

Who May Find This Useful

This discussion may be useful for consultants looking for diverse strategies to enhance their organization and efficiency in making customer contact calls.

P
PChefRenee
Silver Member
Messages
100
Help! I am really trying to make my 3 contact calls a day, but I can't seem to get organized. I am curious as to what other consultants do. When I call the customer, I want to have their order history in front of me so I can ask them about specific products, etc. The problem is I have a lot of customers, I can't imagine printing an order history for each customer, because you can only print 1 customer report at a time. I know I can see it in it in P3, but I am not always in front of my computer when I make my calls. The log that PC has doesn't seem to work too well for me. I am thinking of some kind of tickler file notebook and have dividers by date then put my call backs behind the date I when need to call them back. Am I trying to make this too difficult? Would you keep a page for each customer? I don't want to make this a maintenance nightmare, but on the other hand, I would really like a well organized system that is easy to keep up with. I am open to all suggestions.
 
Here is my suggestion based on what I do:
To begin with I printed out a customer contact list
When I did the calls I dated the page where I started, marked results right on the page and then marked where I ended. Any recruits/shows/etc. went into my care notebook or into their appropriate spot...recruit rolling contact list or host sheet.
For new customers that were not in the original contact print (done in January) I keep the reciepts from the show stapled together with the hosts name written on the front in black marker. That is in a current working pile. Every Tuesday I check that pile and make the Out of the box/follow up calls for whatever show I know has been delivered. When I am done with the calls I throw out the reciepts.
I am still not finished calling all the customers on my original print out. It was close to 100 pages and I am about half way thru. I am looking to finish it by conference and then print a new sheet each January. It is easy to use and portable :)
***That being said, I do not have all their purchases in front of me when I do my calls. I have found that if they have a problem or a question they tell me what it is. I just ask if they are enjoying their products if they have any questions or if they would like any recipes. That usually gets all the information out of them that I feel I need.
Sorry, this is long but I love CCC and I have seen too many people make them so hard for themselves that they just don't do them. I feel like I call to connect and let them know I am thinking of them and I have a nice conversation that leads to good things.
I hope that helps!
 
I thought we were supposed to keep our customers receipts - I never thought of throwing them away? - Can we do that? (that would make my office WAY less cluttered - and about 3 binders less! )
 
We don't have to keep them, if you submit shows electronically. You can always reprint a receipt from PP/P3 if the customer needs one.
 
If you go to the files section an search "lead" there is jpg file that has "gibson" in the file name, and their is a file named "lead binder". This is a combination similar to what I do.
 
I keep receipts for 3 months. That way (if I remember) I'll do OOB calls, follow up for anything else, etc.
 
I'm with Becky - of course I have to say that because she's my upline! hee. Just kidding, Becky!! :p But what I have done is print out a Show Report from P3 instead of copies of their receipts, which has all the orders, but saves a little paper. I keep that in my host binder behind the host/show info sheet so I can do my OOB and follow up calls with that info there. For later, I think the idea of calling from your list is a good one too! I haven't gotten that far yet, as I'm still in my first 90 days. :blushing:

I'm trying to get organized too - scary!!
 
I printed all the receipts from my biggest show ... all 24 customers. I found it helps to have their order in front of me when I say, "How is that food chopper working for you?" or "If anyone asks about those party sticks, please let them know they're a host special in July."I am folding them up and putting them in my brand new bookings box.
 
  • Thread starter
  • #9
Thanks everybody for your suggestions...I got a few good ideas, now I just have to see if I can make them work for me.
 

Frequently Asked Questions

What are CC calls in the context of Pampered Chef?

CC calls, or Conference Calls, are regular meetings held by Pampered Chef consultants to discuss business strategies, share tips, and provide support to one another. These calls can help you stay connected with your team and learn from experienced consultants.

How can I organize my schedule to ensure I can attend CC calls?

To organize your schedule for CC calls, start by marking the dates and times of the calls on your calendar. Set reminders a day in advance and consider blocking off that time on your schedule to avoid conflicts. Prioritize these calls as part of your business commitments.

What tools can I use to keep track of CC call notes and action items?

You can use various tools to keep track of CC call notes and action items, such as digital note-taking apps like Evernote or OneNote, or even a simple notebook. Make sure to create a dedicated section for CC calls where you can jot down important points and follow-up tasks.

How can I prepare for a CC call to make the most of it?

To prepare for a CC call, review the agenda or topics that will be discussed beforehand. Write down any questions or topics you want to address. Having your materials ready, such as product information or sales reports, can also help you contribute effectively during the call.

What should I do if I miss a CC call?

If you miss a CC call, reach out to a team member to get a summary of what was discussed. Many teams also provide recordings of the calls, so check if you can access that. Make sure to follow up on any action items or questions you may have missed to stay informed.

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