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If you’ve ever ran a Direct Sales business, I’m betting at some point you’ve cluttered the house with a dozen or more binders, notepads and planners. I’m a bit of an organization geek and I could never find the perfect direct sales planner or paper system for all my notes on customer follow up, trainings, team members & to do lists. I asked all of my direct sales friend what they were using. I tried all the systems. And was still dissatisfied.
I’ve always said I wanted to make my own planner for my directs sales business. None of the ones on the market were a perfect fit. I tried other “direct sales planners”. They were way too generic so they didn’t offer enough room to track the things I needed. I tried a teacher planner- I thought using the subjects would offer me some sort of way to organize the information that was important to me. That almost worked. But the downfall of a bound planner was when I needed to enter information on a vendor show, there wasn’t enough room in the box and I couldn’t just slide the application into the rings to hold it! Each year I’d spend hours researching new planners, even buying more than one per year, trying to find one that I could “live with”.
I was tired of compromising.
I always made my own tracking sheets for other things, like shows, sales, team member trainings, etc. So why not a planner? I tried the bullet journal thing, but, while fun and a bit therapeutic, it requires a lot of work to set up each week! When you’re trying to build an empire, who has time for that?
Coming into 2019, I decided it was finally time to do the thing I had always wanted to do- make my own planner to fit what the direct sales consultant really needs. I had just gotten an iPad and was reveling in the world of a paperless office. No more notes all over the dining room table (aka my desk). No more huge binders of info making for utilitarian, but not very pretty, decor on my living room shelves. But there still wasn’t a great system for organizing these things in my iPad. I needed a planner and a notebook to hold #AllTheThings.
This is why the Now What Direct Sales Planner was born!
I was using the GoodNotes app to store all my PDFs and notebooks, but I didn’t always remember which notebook I put things into. They were all essentially that “safe place” that everyone puts stuff so they can remember where it is. That only works if there is ONE safe place! That’s why there are 17 tabs in this planner. Each tab can be labeled and treated as a mini notebook to store your most precious thoughts & ideas in one spot.
Another bonus: You can CHOOSE what goes under each tab! I was tired of being told by other planners what I had to have in there (like a diet and exercise tracker….I’m a Pampered Chef Consultant….I like to eat, mmkay?). I was also sick of being forced to work the way *their* mind works! It doesn’t always make sense to just have goals on the month pages. I like to see them every week! Each planner comes with tutorials to be able to utilize the system the way it was designed. We’ve all been looking for systems. If you finally get one, doesn’t it help to know how to use it? These tutorials explain not only how to move pages around in your planner, but also how to use them in your business! #SystemsYo
Sliding new pages into planners wasn’t impossible before. But if you added a new page, it wasn’t styled the same way as the rest of your planner. It just looked like a random sheet of paper. I don’t know about you, but I choose a planner based not just on functionality, but I want it to be pretty, too! So, all of our Add Ins look just like they’ve been in the planner all along. That was strangely important to me. Don’t judge.
There’s a million more things I wanted to change about the so called “direct sales planners”, and I really think we did it. Undertaking this task was not for the faint of heart. It was going to be a big job and The Husband offered to help. He got to work on this beautiful website! He has more of a technical brain, and that allowed me to be creative making the planners, stickers and Add Ins. I also got to call on the input of some friends in different Direct Sales fields to get their input on what they’d want in the planner and industry specific Add Ins! When I started telling a few people about what we were doing, the response was overwhelming!! Turns out, I’m not the only one with a problem with finding the right planner for direct sales.
We have big plans for Makin It Social. Keep your eyes open.
This is just the beginning…
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