| If you are involved in sales, fundraising
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| | years day and you have been working hard
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| or just an active networker, you have
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| | to create your new sales system and you
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| probably tried a variety of tools to
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| | attended a networking event.So, you
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| manage your contact list and remind
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| | arrive at work on January 2nd. and open
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| yourself to stay in touch with all of the
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| | up your tickler file. The first thing you
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| prospects and people you meet. This
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| | should do is move the "1" tab back behind
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| tickler file is designed to be an
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| | the February tab. You will always be
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| inexpensive, effective, tool that can be
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| | rolling the system forward like this, so
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| used by salespeople in a variety of
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| | that the first tab you see in the box
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| different types of organizations.This
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| | represents the most current month, then
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| tickler file uses inexpensive index cards
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| | the most current day.Now, you go to the
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| and a simple file box. You will need the
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| | tab for today (Jan 2nd.) and find the
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| following items to create your own index
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| | card for the lead that you met at the
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| card sales tool. I found everything I
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| | networking event yesterday. You call the
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| needed at my local office supply
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| | lead and learn that he/she is out of town
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| store.The total cost was around $25.00.
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| | until January 6th. so you make a note
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| - A box to store the index cards
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| | which says, "1/2/05 - Mr. Lead is on
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| - Monthly 3" by 5" index tabs
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| | vacation till 1/6". Now you drop the card
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| - Daily (1-31) 3" by 5" index tabs
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| | behind the "6" tab for the month of
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| - Alphabetical 3" by 5" index tabs
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| | January.You will continue to roll this
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| - A ton of white ruled 3" by 5" index
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| | lead forward in the system, making notes
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| cards (you don't need a photo, right?)
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| | at each step, until the lead either turns
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| - A bunch of colored 3" by 5" index
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| | into a customer or asks you to leave them
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| cards (pick your favorite color)
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| | alone.When the lead turns into a
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| - A small case to carry your in your
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| | customer, I staple their business card to
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| pocketOnce you have purchased the
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| | a colored card and place it behind the
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| required supplies, you can organize your
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| | appropriate alphabetical tab. If their is
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| 3X5. For the sake of simplicity, let's
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| | another opportunity with this client, I
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| assume that you are assembling your 3X5
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| | move the colored card back to the dated
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| on January 1st. If this is the case you
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| | section and move them through the process
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| would first organize your tabs in the
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| | again.Of course, as you add more people
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| order below (front to back):- January tab
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| | to your pipeline, you might not get to
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|
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| | contact everyone on the day you have them
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| - Daily tabs 1-31
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| | slotted for. Just move them to the next
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| - February - December monthly tabs
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| | day's slot at the end of the current day
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| - A-Z alphabetical tabs
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| | so you contact them tomorrow.You will not
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| - Blank index cards - white and your
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| | want to carry around a huge metal box
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| favorite colorAll of your cards should
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| | full of index cards, which is why you
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| now be in the file box and the first
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| | want to have a small index card wallet or
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| thing you should see is the January
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| | box, so if you are going to be on the
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| tab.Next, you should start creating cards
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| | road or out of the office, you can simply
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| for your leads. In the beginning, this is
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| | grab your cards for the day and go.Not
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| going to take some time (assuming you
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| | just for salespeople.While the system is
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| have a lot of leads). You might choose to
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| | great for salespeople, it also is a great
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| use one color card for prospects, one
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| | tool for those of us who are focusing on
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| color for customers, another for personal
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| | networking. I actually use three
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| contacts, etc. If you are not going to
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| | different colored cards and use white for
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| organize your contacts by color, you will
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| | leads, blue for clients and red for my
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| only need white cards. Nonetheless, you
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| | networking contacts (patriotic, I know).
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| can either copy your contacts information
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| | On the red cards, I write either 7, 14,
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| onto the cards or simply staple their
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| | 30, 45, 60, etc in the upper right hand
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| business card to one of the index
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| | corner of the index card to remind myself
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| cards.The system works like this.Let's
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| | how frequently I want to contact the
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| imagine it is January 1st. and you attend
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| | person, so I simply move the card forward
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| a networking event where you meet a
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| | based on the number on the card. If I
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| potential client. You get this lead's
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| | want to contact someone every seven days,
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| business card at the event and you want
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| | I move the card ahead a week after I make
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| to contact him/her on the 2nd., so when
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| | contact.More information about Stephen
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| you get to your office, you staple the
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| | can be found on his blog at Stephen is
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| leads business card to a white index card
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| | also a frequent contributor and
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| and drop it behind the "2" tab and then
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| | consultant to where you can find tons of
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| go home for the day. After all, it is new
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| | sales articles!
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