File the copy of the Customer/Client Profile Card in this folder. Behind the profile card, file the consultant copy of every sales ticket for that customer. As a customer makes re-order purchases, you can file her receipts with her profile card. When a customer w..

Price: $6.99

The perfect container to carry parts of your business management system with you on the go. Designed to hold the index tabbed cards, customer file folders, customer contact records, and action cards. Made of heavy duty nylon with carrying handles and Velcro closing, it has a slot for blank sale..

Price: $15.99

Simply fill out the Prospective Client Record when you meet a client prospect. Then file it in tomorrow's daily tab divider. If you do not reach her with that first call, record that on the card, and re-file for the next day.

Price: $4.75

Fill Open House Information Record out as you book an open house, then file it in the date when you need to call back for the guest list. A print out of the guest list can be stapled to the back of the card. The Open House Information Record may be moved from dat..

Price: $4.90

These cards may be filed in the daily (or even monthly) tab dividers according to the next time you are to contact that potential recruit. At a glance, you will be able to see where she is in the "layering" process. Managers, take a peek at your partners' cards. ..

Price: $4.75

Keep track of all the important steps in helping a new partner get off to a good start. Keep track of her training, first goals and what you have coached her on. (50/pk)

Price: $4.75

You (or your office assistant) can easily track the secretarial types of duties needed to enter a new partner's information into your office systems. Accomplish these steps during non-income producing hours! This convenient checklist will allow you to continue bu..

Price: $4.75

Present a professional image with your customer by having her fill out the Client Profile card. Designed to fit in the Customer History Folder, this card includes all the important information about your customer. (25/pk)

Price: $4.75

This card will help you keep track of the calls you make to your customers, and when the next call is due! File the Customer Contact Record in the daily or month tab dividers. For example: You had an appointment with Jane today. Fill out a Customer Contact Record..

Price: $4.75