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Pampered Chef: Suggestions for a filing system??

  1. cbord

    cbord Member

    286
    1
    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
     
    Oct 5, 2005
    #1
  2. BethCooks4U

    BethCooks4U Legend Member Gold Member

    13,053
    41
    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.
     
    Oct 5, 2005
    #2
  3. DZmom

    DZmom Veteran Member

    1,070
    2
    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
     
    Oct 5, 2005
    #3
  4. AJPratt

    AJPratt Legend Member Silver Member

    6,702
    4
    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.
     
    Oct 23, 2005
    #4
  5. proudmama02

    proudmama02 Member

    159
    0
    What is that download sheet called on CC??
     
    Oct 23, 2005
    #5
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