Re-Order Binder

Looking for a way to make client follow-up simple easy and valuable? I've got a great solution for you! I've used several different systems including Nutshell, Consultant Office which are great for storing client information but I still struggled with client follow-up. What I've adapted recently keeps my client information organized AND makes it simple and easy to get my client follow-up organized.

All you need to build your re-order binder is a 3-ring binder, a set of A-Z dividers, copies of the client call list and clients. The client call list is your 'at-a-glance' record of who ordered what and when do I need to follow-up. Place the client call list in front of the dividers. Choose from the Dramatic Binder Cover and the Classic Binder Cover or make your own. :-)

Here's how it works. TIP - print this and add it to you binder

FIRST - After each spa

• For new clients – file your copy of their order form in your re-order binder (alpha by last name). This way you've got all your client's key information organized for instant access AND you didn't have to use your valuable time re-writing or typing it in some other place! TIP - I use a 3-part order form so I can also leave a copy of each order in the spa envelope for my financial records.
• For existing clients – add a summary of this new sale to their order form already in the binder. When you need more writing space, print and use a copy of the ‘client re-order tracking form’. TIP just summarize the clients product ordering history, example
• Write EACH client’s name on the ‘client call list’ 1 month later and indicate products purchased or other note. Now you know who to call when and its all on ONE PAGE!

THEN - Client follow-up TIP - I strongly suggest designating one day each week as your 'client follow-up day'

• Place a courtesy calls at the appropriate time (according to the ‘client call list’). i.e. if they purchased products on February 5th then you know to call them around March 5th. Make sure they are happy with the products they’ve purchased and ask if they are in need of anything else at that time.
• If not, add their name to the call list 2 months later. Then call again.
• If yes, add their name to the call list 1 month later. Then call again to check on that sale.
• Housekeeping - After one year of not reordering, remove client form from re-order binder and file in another binder or folder labeled inactive clients.

That's it!

Here are some other valuable things I keep in my binder.

• blank order forms
• a current BeautiBook
• information on current sales/specials (BC & personal)
• hostess benefits summary
• a current consultant agreement