TupperGal
04-27-2005, 07:26 PM
Party Information Form
The Party Information Sheet is a handy way to summarize all the information for one party, and keeps your lead information in one place for easy follow-up. The attached pdf file contains the Party Information Sheet and complete instructions.
Before your party, fill out as much as you can.
At the party , circulate the Sheet on a clipboard and ask everyone to fill in their contact information; or ask an individual to do it as your “recording secretary”, and give them a special gift.
As you take each order, fill in the rest of the columns (Product Total, Order Total, etc.) as each customer places their order. Use the Code column listed on page two of this document to code customers for follow-up,
The Party Information Sheet works best when used together with your Order Forms. Remember to distribute each Order Form in this way:
• Tear off the bottom section of the yellow sheet and give it to the Customer. This is their receipt and notice of their right to cancel.
• Give the rest of the yellow sheet to your Host, for their use in packing out orders.
• Keep the white sheet for your records.
At the end of the party , let your Host know what the party sales are and what she/ he needs to do to achieve her/ his goal.
After the party , place your personal order in the “Consultant Use Only” section. Write the customer payment amounts in the appropriate columns (Check, Cash, or Credit Card). Then total each column. Add the columns together and write that amount on the Payments total line, making sure the amounts written match the actual payments.
Staple the completed form on top of the customer order forms from that party. It's both a quick and easy “party at a glance” summary, and very useful when you follow up on your party leads.
:cool1:
The Party Information Sheet is a handy way to summarize all the information for one party, and keeps your lead information in one place for easy follow-up. The attached pdf file contains the Party Information Sheet and complete instructions.
Before your party, fill out as much as you can.
At the party , circulate the Sheet on a clipboard and ask everyone to fill in their contact information; or ask an individual to do it as your “recording secretary”, and give them a special gift.
As you take each order, fill in the rest of the columns (Product Total, Order Total, etc.) as each customer places their order. Use the Code column listed on page two of this document to code customers for follow-up,
The Party Information Sheet works best when used together with your Order Forms. Remember to distribute each Order Form in this way:
• Tear off the bottom section of the yellow sheet and give it to the Customer. This is their receipt and notice of their right to cancel.
• Give the rest of the yellow sheet to your Host, for their use in packing out orders.
• Keep the white sheet for your records.
At the end of the party , let your Host know what the party sales are and what she/ he needs to do to achieve her/ his goal.
After the party , place your personal order in the “Consultant Use Only” section. Write the customer payment amounts in the appropriate columns (Check, Cash, or Credit Card). Then total each column. Add the columns together and write that amount on the Payments total line, making sure the amounts written match the actual payments.
Staple the completed form on top of the customer order forms from that party. It's both a quick and easy “party at a glance” summary, and very useful when you follow up on your party leads.
:cool1: