Organize your direct sales business with this cute and EDITABLE planner! This planner is great if your just starting out in direct sales or are a pro.
I've tried to think of everything so you don't have to. There are 150 pages (probably more than you need allowing you to mix and match and choose which pages work best for you!).
Perfect for ANY direct sales consultant such as:
- Origami Owl
- Thirty-One Gifts
- Perfectly Posh
- Mary Kay
- The Pampered Chef
- Body Shop
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).
For more information about this planner and a closer look at the included pages, see THIS POST from my blog.
PLEASE READ: These are many printables in this bundle so the file folders are zipped. Please ensure your computer can open zipped folders before purchasing!
INCLUDED (hover your mouse over the photos to enlarge):
- Cover Page & Spine (this can be personalised with your choice of text, just mention your cover wording in the notes to seller when checking out e.g. Taylor's Direct Sales Planner')
- This belongs to page to record your contact details in case your planner is lost
- Dividers (34) – Contacts, time management, Finances, products, parties, business cards, clients, Catalogues, Miscellaneous, Marketing, Goals, Personal, Inventory, Orders, Income, Expenses, Calendars, To Do, Weekly, Receipts, Coaching, My Team, Notes, Tax, My Business, Hostesses, Sales, Customers, Week 1, Week 2, Week 3, Week 4, Week 5 (have so many parties you can’t keep up, organize documentation by week to help you find it easier, also good for weekly goal setting, organizing to dos ect .),
- January to December Dividers (12 pages - writing is on the side so you can easily find what month you are looking for)
- 2 page calendar with notes, goals and to do’s for the month. Sunday and Monday start versions are included (4 pages total)
- 2 Page Weekly planner – weekly summary including number of parties, income expenses, sales ect. a checklist for common tasks such as recording mileage, social media checklist and a blank checklist & goals section. Plenty of writing space for each day with a separate section down the bottom you can type in the title for e.g. meals, personal, checklist, daily tasks ect. The file is set up for duplex printing. Sunday and Monday start versions are included (4 pages total)
- To do checklist
- Monthly to do checklist (blank and filled in – 2 pages)
- Daily Planner – includes: schedule from 6am to 9pm, glasses of water tracker, checklist, stats (e.g. income & expenses), lined notes and dinner.
- Undated perpetual 12 month calendar (landscape orientation - one month per page so 12 pages) – use for anything you like e.g. social media calendar, record income and expenses for each day, parties, personal ect.
- Weekly planner (portrait) – lined - space to plan each day, a weekly checklist (e.g. post thank you cards, follow up calls ect.), goals and notes. Sunday and Monday start versions are included (2 pages total)
- Weekly planner (portrait) - same as above but with a blank checklist for each day (instead of lined writing/typing space). Sunday and Monday start versions are included (2 pages total)
- Business Ideas – a page that can be used for goal setting and/or business development, includes idea, goal completion date, steps to complete and notes (2 ideas/goals per page)
- Goal planner - can be used by you and/or your team. Breakdown your goal into steps to complete, goal completion dates for each step, supplies needed, motivation for completing the goal and reward
- Goals – 3 goal planning sections per page - record your goal, due date, steps to complete (with due dates for each step) and your reward
- My Progress – can be used weekly, bi-monthly, monthly or any period you choose. Record your top 3 goals and stats including goal number of party bookings versus actual, record a list of each event/party you held as well as the number of sales, profit and bookings from that event/party, incentives earned, commission, what worked, what didn’t work, coaching & training, the latest catalogues and special offers, ect. (2 pages)
- Important Dates – Use this for writing team member birthdays or for annual planning, goal setting ect.
- Inventory – record the item name, product number and quantity you have on hand so you know when to restock
- Giveaways summary – have so many parties and just want to know how much product you’ve given away? Summarise all your giveaways held at each party on the one page and also include if the item was shipped, or, if claimed at the party, then record the party date
- Giveaways – record giveaways in more detail, including personalisation if applicable
- Mail tracker - 2 versions - one for recording when you have shipped customer orders and one for all other mail (e.g. to team members)
- Free Products
- Replacement orders
- Missing items
- Samples and Display Inventory – keep track of how many samples you have for each product, re-order date, quantity, cost and when received
- Wish list – use this yourself or give to your customers to fill out!
- Re-orders –product, product code, qty, re-order date and received
- Backordered Items - list items that are on back order and when they are expected to be back in stock – take this with you to parties for reference.
- Backorders - list customer orders for items on backorder, as well as when they are sent and received by the customer (tick column is to write the date the customer received the item)
- Comprehensive 9 page party checklist - use all of the pages or only those that you need - includes: guest list, before the party countdown to do lists, information about the hostess and a plan for the party, samples put out at parties and when need to be restocked as well as a review including what worked, what didn't work ect., party summary including expenses, sales, recruits, bookings ect. I recommend using in conjunction with the contacts pages, notes page, the wish list and any other pages that work for you. Can be purchased separately HERE
- Follow Ups - Hostesses (2 pages) - keep a running list of past hostesses and record when followed up regarding future parties. Second page can be used for any type of follow ups required e.g. hostesses, customers, recruit leads, coaching ect.
- Customer Information
- Upcoming Events - use the week before when you have multiple parties/events
- Event summary - list all your events and the profit, sales, bookings and recruits from each event - can be used for any duration e.g. weekly, monthly, annually
- Mileage tracker (portrait page orientation)
- Mileage tracker (landscape page orientation)
- Income log - can be used weekly, monthly ect.
- Direct Selling Expenses - (2 pages - blank & filled in) with categories such as fuel and car expenses, parties, office supplies, hostess gifts ect. – compare budgeted with actual and note whether they are tax deductible – designed to use annually as a yearly summary but could be used monthly if you prefer
- Team Contacts
- Hostess contacts
- Lead contacts
- VIP Customers
- Potential recruits (summary contacts page)
- Potential hostesses (summary contacts page)
- Potential Recruits Checklist Summary – keep track of all potential recuits on the one page (blank and filled in - landscape page orientation - 2 pages)
- New Consultant Checklist – to do’s for new consultants with space to add up to 5 consultants per page (blank and filled in – 2 pages)
- New Consultant (one page for each consultant)
- Consultant Info – record contact details, favourites (e.g. colour) for rewards, goals and how you will work together to achieve them and training checkpoints
- Team Meeting Notes
- Team Meetings summary
- Team Recognition – keep details of rewards and incentives
- My Team – can be used weekly, bi-monthly, monthly or any other time period you like. Record incentives, new recruits, what worked and didn’t work, list upcoming meetings and new recruits
- Team Coaching - Summary page
- Bookings - if you prefer not use calendar format - can be used for any duration e.g. monthly, weekly
- Order invoice – record details about each sale including payment method, if they used a gift certificate, contact details, items they ordered, your material cost and profit, shipping details ect. (1 page for up to 8 items and an add on page for larger orders - 2 pages)
- Sales Record (landscape page format)
- Orders tracker - if you prefer to organize your your sales with orders from multiple parties on the one page. Includes sections for: order #, order date, party, customer, shipped and received
- Lined notes page
- Password Log
- Supplies list - blank and filled in (2 pages)
- Direct selling tips - keep a running list of tips, game ideas ect. you get from other consultants or ideas you come across on the internet, from coaching sessions ect.
- Social media calendar
- Newsletter Subscribers
- Gift Certificates
- Shopping lists (2 pages)
- Hobby or business? Rate stats such as number of parties and sales to assess whether you have a hobby or are running a business and areas that may require more attention. If you prefer you can also record your monthly stats here
- Vendor Shows
- Vendor Shows - Landscape (summary page if you do a lot of vendor shows)
- Direct Sales Expenses by month (landscape, 2 pages) – record the totals for each month
- Spending Record (landscape)
- Spending Log - portrait page orientation - includes section for recording if item is tax deductible
- Tax – Record your income (e.g. parties, wholesale, blog ect.), deductions and tax paid to determine your after tax income
For a closer look at these sheets, see THIS POST from my blog
This set comes in 7 colours: purple, dark blue, light blue, green, pink, black and grey (refer to photo 5). This listing is for the PURPLE version. Message me if you would like another colour and I will put that colour at the top of my to do list.
This set is part of the GET IT ALL bundle.
- 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
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
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