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Suggestions for a filing system??


Jul 13, 2005
I need a better system. Please post what works for you.
I have folder for each show; which I was putting into a monthly show folder.
However; I was trying to think of a way to have a folder for each client.
I know I have the info in PP, but I would like to have client folder with me when making phone calls.

Any suggestions would be appreciated.



Legend Member
Gold Member
Jan 21, 2005
There's a great host information sheet in your Recipe for Success and also available as a download on CC. It puts all the information on one sheet. I have used it for preferred customers as well as hosts. It can be kept in a binder alphabetically and right at your fingertips when you're waitingin that car pool line.


Veteran Member
Jun 20, 2005
That's what I do!!

I have a large binder that I keep information in. I have a section for Recruits, Hosts, & Customers. I keep a record of the days that I've called to them. I then record if I got to talk to them or if I left a message. This way I know when I've last called and the response I received. I use the Potential Consultant Sheet, the Host Info Sheet, and a Copy of the PP Sales Receipt. I print a copy for myself on regular paper to put in my Binder! This way I have the whole back side to write on, plus their order and contact info!



Legend Member
Silver Member
Oct 11, 2005
I keep a folder by date for each show, with the Host Contact Info sheet on the front. The other info is also in PP as well.