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Organization is not a strong suit for a lot of us, so you are not alone. Take a deep breath and we will get you on the right track.
You are going to need your old orders or contact cards or whatever you have with these people’s information on them.
You will need a lead sheet as well which I am going to talk about next.
A lead sheet is full of information. It is an entire 8 ½ by 11 sheet that you fill out when you are talking to people on the phone. These are the people who are interested in something. Whether they are looking for a certain product, to do a party, or to join your team, you want to keep track of them.
You may want to create a generic lead sheet that incorporates all these elements as you never know when someone may escalate from one area to the next.
Start your lead sheet with their contact information – name, address, phone, email, preferred contact method, preferred time of day.
Next, you are going to want to record other information. I like to record where I have met them so you may want to leave a line or two blank here and call it “How we met” or something else similar.
From here, you want to get to the purpose of this sheet. How you organize the data is up to you and what makes the most sense to you. You may want to set up the following categories and then different checks after them.
- Looking for Product
- Wanting to Host
- Considering Joining
Regardless, make sure you leave a spot to put general notes. For instance, I have had people that want to host a party three months down the road because they are moving next month. I will put a note “moving in Sept, call in Oct for Nov booking”. This way, when I get in touch I can ask them how the move went. This typically will get people talking and more receptive to your idea. Or in this situation, you can ask if they were still considering having a party and giving it an open house theme for people to come over and check out the new place.
As to how to organize these, I put the “Wanting to Host” in tabs for each month. They get filed in the month I need to call them. I have seen people put multiple potential hostesses on a page, but then it gets messy when they require calls in different months.
When you are talking to a “Considering Joining” you can ask them at the end of the call when they want you to call again. If they are putting it off due to a life event, as permission to call them after that event (if there is a date for it) and file the same as “Wanting to Host”.
I would set up a special area for the “Looking for product” people that you will check each time there is a new book to see if you have that product yet.
I hope this helps you get started. Your company may already have some lead sheets created so that you do not have to create your own. If you are not sure, ask your upline.