Suggestions for a Filing System??

[cbord]

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.

Charlene

 

[BethCooks4U]

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.

 

[DZmom]

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!

HTH

 

[AJPratt]

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.

 

[proudmama02]

What is that download sheet called on CC??