Wednesday, May 4, 2011

A Small Change... A Big Difference....

I'm pretty good at follow-up after shows, but I've just gotten better.

Old Process

Print out order summary. Put it, door prize slips and order forms into a sheet protector sleeve. Put sheet protector sleeve into binder. Look through binder in future to follow-up with hosts and clients.

New Process

Print out order summary. Put it, door prize slips and order forms into a sheet protector sleeve. Put sheet protector sleeve into active show follow-up folder. Follow-up with host on the delivery. Call all clients once the order has been received. Then put sheet protector into binder for record keeping.

NOTE: Never throw away order forms unless you have shredded them. Especially when they have credit card information on them.

2 comments:

  1. Hi Wendy, so you call each customer once order delivered? What do you say to them? I'm fairly new and trying to improve on the way I do things! Thanks

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  2. H. I simply reintroduce myself, ask if the have a quick minute, ask if they enjoyed the party and then make sure they're happy with everything they purchased. It uncovers great conversations.

    Thanks for asking! Hope this helps. It's easy, you just have to be brave.

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