Loading... Please wait...The File It! Pro Business Management System makes a wonderful companion to the File It Pro Customer Filing System. Everything you need to get organized is included in the Starter Kit! Even the most disorganized and frazzled consultant can do this easily!
The Business Management System is a TRACKING TOOL. It was created using color-coded cards to make it oh-so-easy to keep track of your day to day income producing activities. Activities are easy to separate with our specially sized dividers, which are tall enough to see above your profile cards. Divide out calls, tasks, and customers by day, month or alphabetically. And it's mobile! Just grab your cards for the day and GO! Get out of that office and in front of people. There's no money in sitting at your desk all day. Simple. Easy to use. Created by consultants for consultants.
Starter Kit Contents:
50 Customer History Folders
50 Customer Contact Records
25 Warm Chatter Contact Records
25 Class Information Records
25 Team Building Records
60 6 Most Important Things List
Specially-sized Divider Cards and Tabs
Complete Instructions
Posted by Unknown on 31st Jan 2012
I struggled finding a way to keep all my customers organized on the go and track contacts. This is a wonderful way to organize them and look quickly to find who it is I need to call on what day and quickly organize future calls on future dates. Great system!