Need Help Getting Organized With My Cc Calls

[PChefRenee]

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.

 

[Koolotus]

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!

 

[stefani2]

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! )

 

[chefann]

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.

 

[Bren706]

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.

 

[jbdowd0798]

I keep receipts for 3 months. That way (if I remember) I'll do OOB calls, follow up for anything else, etc.

 

[krismaur]

I'm with Becky - of course I have to say that because she's my upline! hee. Just kidding, Becky!! 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!!

 

[Intrepid_Chef]

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.

 

[PChefRenee]

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.