Contact Tracking Mini Binders What You’ll Need:

Contact Tracking Mini Binders
What You’ll Need:
• 2 Mini Binders or “Half Binders” (Wilson Jones makes colored ones)
• 1 Mini 3-Hole Punch
• Numerous copies of Customer Tracking Sheets (front & back)
• Stick-on tabs (Post-It® brand, etc.)
• 1 Print each of the following:
★ Small Covers (2pp) or whatever you prefer
★ Customer Contact Tracking Dividers (print on a loud colored paper)
★ Months for Contact Tracker (print on loud colored paper)
How to Use Them:
Binder 1: Contact Notebook
This is where you will keep all your current, HOT contacts! Any new lead or new
booking goes in here as well as customer service and all others.
Includes:
• 1 Mini Binder
• “Contact Notebook” Small Cover
• Customer Contact Tracking Dividers
• Numerous Customer Tracking Sheets
This is your “everyday, everywhere” binder. Always have it with you with extra
blank Customer Tracking Sheets. EVERYTHING goes in and through this binder!
Section Breakdowns:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Hot & New Leads: All new leads go here.
BOOK: All prospective bookings and in-process of being booked go here.
COACH: All current hostesses and bookings go here.
Customer Service & Follow-Ups: All Customers you need to contact in the current month as well as 2x2x2 contacts.
Reschedule/Call Back: ...
Personal Prospects: Recently interviewed, people you’re layering, people scheduled for interviews, etc.
Unit Prospects: (Directors)
HOLD: After contacting a customer or within the 5 contacts (see Ultimate Scripts) and waiting on a response.
Return to Monthly: Completed contacts or non-responses from HOLD who need to be cycled into the Monthly
Binder. Follow the “Contact Frequency” (explained below) on the Customer Tracking Sheet accordingly.
Binder 2: Monthly
This is where you will keep all your customers and other leads or
contacts who have requested to be contacted in a later month,
not the one you’re currently in. Keep this at home.
Includes:
•1 Mini Binder
• “Monthly” Small Cover
• Months for Contact Tracker
• Filled out Customer Tracking Sheets
Loud Paper
offsets the white
Tracking Sheets
to easily look
ahead!
Check off her
preferred frequency
of contact and cycle
through your Mini
Binders accordingly
Her Level of Interest in
the Business
Opportunity
The way(s) she would
like to be contacted.
Pay attention to this!
In the circle write 1 of the
following:
G = Guest of
R = Referral of
L = Lead of
and write on the following
line accordingly
Use letter codes:
D = Dry
C/O = Combination Oily (Ranges)
Etc.
Use letter codes to
itemize products:
LG = Lip Gloss
BasicMS = Basic
Miracle Set (Cleanser &
Moisturizer)
LWF = Luminous-Wear
Foundation
Etc.
All of her Foundation
Shades
All of the products she
listed on her Wish List or
Profile Card (however you
do it) that she didn’t take
home with her already.
You may want to use the
letter codes so you can
squeeze a lot in over time.
On the Notes on the reverse side,
document anything you like! Make
sure to note specifics like if she
has children or shares a story with
you and you want to follow up
with her about it! So on!
Form those relationships!!!
Reverse Side:
List all the times you
contact her as a record.
the Code is listed at the
bottom. Check off when
you’ve made contact or if
she returns the call/text
later.