File It! Pro : New Products - Story Time Felts

Business Management System Starter Pack (STF)

Sat, 19 Dec 2009 14:34:24 +0000

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, whic..

Price: $36.99

Customer Profile Card (STF)

Sat, 19 Dec 2009 14:34:24 +0000

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

"Hot Shot" Consultant Record(for Managers) (STF)

Sat, 19 Dec 2009 14:34:24 +0000

Stay in touch with all the "hot shots" in your unit! Track in one place her contact information, goals, achievements, team building prospects and all of your contact with her. File this card in the daily or monthly tabs to know exactly when you need to follow up ..

Price: $7.25

Prize Record(for Managers) (STF)

Sat, 19 Dec 2009 14:34:24 +0000

Every time a consultant earns a prize that you give or send to her, simply list it on her Prize Record! Every tax consultant will tell you something different, but mine suggested I keep track of what prizes I actually give away. She said that just purchasing them..

Price: $4.75

New Consultant Tracking Record (STF)

Sat, 19 Dec 2009 14:34:24 +0000

This card will help you keep track of all the important steps in helping a new consultant 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

Team Building Prospect Record (STF)

Sat, 19 Dec 2009 14:34:24 +0000

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 consultants' card..

Price: $4.75

Party Information Record (STF)

Sat, 19 Dec 2009 14:34:24 +0000

Fill this card out as you book the party, then file it in the date when you need to call back for the guest list. There is even a place to write the guest names, phone numbers, invited/confirmed and notes about each guest. The Party Information Record may be move..

Price: $4.90

Lead Contact Record (STF)

Sat, 19 Dec 2009 14:34:24 +0000

Simply fill out the Lead Contact Record when you meet a customer 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. Statistics show that 80% of sales contact..

Price: $4.75