Organize your direct sales business with this cute and EDITABLE party checklist! This planner is great if your just starting out in direct sales or are a pro.
There are 9 pages - use them all or only those that work best for you!
Page 1 - Information about the hostess and a plan for the party
Pages 2 - Pre-party checklists - 10-14 days before the party, the week before, day before (filled in and with space to add your own tasks)
Page 3 - Party checklists - I need to bring to the party, hostess packets, miscellaneous, checklist for the day of the party
Pages 4 - Samples put out, sold, remaining and if your need to restock
Page 5 - Party notes (lined)
Page 6 - Follow ups (bookings, potential bookings, recruits and potential recruits - including name, phone, email and possible coaching/party dates
Page 7 - Guest list - name, contact details and record whether they actually attended
Pages 8 - Party summary including expenses, sales, recruits, bookings ect., review of the party including was works and didn't work
Page 9 - Post party checklist (filled in with plenty of space to add your own tasks) and notes
* Pages can be printed in any order. Included in one file so you can also do duplex and/or half size printing. See this post from my blog for printing tips
Perfect for ANY direct sales consultant such as:
- Origami Owl
- Thirty-One Gifts
- Perfectly Posh
- Mary Kay
- The Pampered Chef
- Body Shop
This listing is for the PURPLE version (hover your mouse over each photo to enlarge). Files will be available for INSTANT DOWNLOAD after payment is received. Please check your emails for a link to the download page. Currently only the PURPLE version is available. More colours will be added soon! Message me if you would like another colour and I will put that colour at the top of my to do list.
Each page has plenty of room to write and there is room for hole-punching or binding on each page. Once purchased, these sheets can be printed as many times as you like! (for personal use only).
These planner pages are from the Direct Sales Planner (shown in photo 2) which can be purchased separately HERE
For more information about this planner and a closer look at the included pages, see THIS POST from my blog.
- When you open the file there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
- You can still print and hand-write on the sheets (the blue boxes won't appear on your printed copy)
- The fillable font is helvetica in black
- The checkboxes are not editable. The sheets are intended for filling out on your computer and checking off by hand
How to add your own text & print the planner pages:
All printables are in PDF format. You will need to download adobe reader (it's free!). These sheets can be printed on 8.5" x 11" and A4 size paper.
There are 2 copies of each sheet allowing you to do 2 per page page printing then cut in half for half size pages, or you can do duplex printing. See here for printing tips. The pages are set to 'full bleed' or 'borderless' if you do not have a printer that can do borderless printing, the pages will print with a thin white border.
The watermarks will NOT appear on your copy.
Please note that this is a digital product and no physical product will be sent.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
See here for printing tips
© AllAboutTheHouse - For personal use only!
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