I am always looking for ways to save time in my Thirty-One business. If you are too, then you’re going to LOVE what I discovered when organizing your direct sales leads!
I’ve broken it down to 3 insanely simple steps… here they are:
1. Put your Prize Drawing Slips in alphabetical order
I have a sheet protector just for them in my party binder so they don’t get mixed up with order forms. (I invite you to Subscribe to my YouTube channel here so you can be the first to see the video about what I carry in my party binder. That one’s coming soon). I keep my slips forever so I also write where I met them at the top.
2. Enter all the contacts into your Gmail Contacts.
Put all the info you have from the Prize Drawing Slips into Gmail Contacts. (If you’ve never done this before go to Google and search “Create a new Gmail Contact”.) Use the “Notes” section for any details you might have learned about them. Ideally, you want to have at least these 5 things:
their full name
Be really meticulous. In the “Notes” section include where you met them, what’s the best way to reach them, family stuff they mentioned in the conversation, where they work… anything & everything that will help you build a relationship with them. Trust me, you will stand out from your competition when you get to know your customers really well. 🙂
3. Create Your Contact Groups and Sort your Contacts Into Them
This is really simple. Create Groups and then add your Contact to the ones that are relevant. If you’ve never created a Group before, click here for step by step instruction (from Vivian, an expert at Gmail)
Here are some examples of the Groups I have:
Birthdays – If they are in your Birthday Club. Watch my video here on how I run my Birthday Club.
January thru December – So I know who all my January birthdays are, my February birthdays, etc. when they’re in a month group I can pull that up to see who’s in it and reach out to them on their birthday to make them feel special.
Text – it they prefer to be contacted by text message
Facebook – if they’re on Facebook
Mail marketing – when you mail fliers, mini catalogs or packets.
Email marketing – when you add them to your email campaign.
Booking lead- anyone who says maybe, more info, or yes to booking a party.
Recruit Lead – anyone who says maybe, more info, or yes to your business opportunity.
Follow Up – Have a Contact Group for each month of the year for follow ups. It could look like this: “Follow Up January” or “FU Jan”. Use whatever way you want. When someone asks you to follow up with them, add them to the Contact Group for that month. At the beginning of each month, search that month’s Follow Up Group so you know who to contact. Sync with Google Calendar too.
Customer VIP group – When I add new customers to my VIP group on Facebook.
Team – all current team members on my team. You could go one step further to include a Contact Group for your Downline and Upline and inactive consultants.
Getting excited to organize yet?!? You don’t have to stop here… you could pull out all the stops and have Contact Groups for a lot of different things like:
Backorders/Returns – if they’re waiting for product or if you helped them with a return
New baby – include baby’s name & birthday in the “Notes”
Just married – include anniversary in the “Notes”
Secret Santa – if they bought a party gift from you
Vendor Show – if you met them at a craft fair, flea market or vendor show
I could go on and on and on..
Have an idea for a Contact Group? Let’s help each other. Post your ideas in the comments. I’d love to hear from you! 🙂
Sarah Krug, Independent Senior Consultant
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