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Organization

You can either use the paper form (1 sheet for each month) or you can use this excel sheet electronic format for your cash flow management! 

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Forms are available for download and printing

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Put every customer and their sales slip into your MyCustomers+ app (or MyCustomers on Intouch).

File each profile card, alphabetically, into a large 9x5 index card box (can be found at any office supply store).

Using a small paper organizer, label each section with "Order", "Deliver" "Needs Paid". File the sales slips that need attention in their respective slot. Once delivered and paid, attach last copy to your paper Weekly Accomplishment Sheet.

Make fake customers on MyCustomers+ called "Personal Use" and "Demo Product". Each time you pull out a product for either use, simply put the product in as an order under that "customer". Make sure not to file in your Weekly Accomplishment Sheet. This is for end-of-year & tax filing purposes. 

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For loose lead slips, simply tape each one into a note book with enough space next to each one to take notes. (Such as where you met them, and the dates you contact them.)​ For larger, full-size sheets such as the Fabulous Game, simply 3-hole punch each sheet and place inside a labeled 3-ring binder.

  • Use highlighters to keep your leads organized!

  • Use one color to signify each thing:

    • Contacted 

    • Responded

    • Booked

    • Postponed

    • Follow up at a later date

The Preferred Customer Program (PCP)

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Quick

Enroll

Sign your customers up for a quarterly mailing of The Look! Sign up dates are posted on InTouch under Business tools > Preferred Customer Program.

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Did you know that 55 percent of Independent Beauty Consultants who use the program are contacted by their customers, and 33 percent receive orders from their customers after The Look arrives in the mail?

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​Following up with your customers is one of the keys to success with the Preferred Customer Program℠. Contacting your customers 2-3 days before & 3-4 days after The Look begins mailing is key to providing quality customer care. Combined with your customers' excitement, it could mean increased sales and more success for you!

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