After falling in love with Levengers shirt pocket and PDA bag of love, began to become increasingly dependent on the 3 "by 5" cards. They are ideal for taking notes on the road and keeping systems in my office, so I naturally began to think of ways to use the cards to automate the process of my sales. From this I was born "3X5". I may not be the first person to use index cards and in this way, but I think a lot of sellers is the system easy to use and very effective.
Will need the following tool to create your own 3X5 sales. I found everything I needed in cities and Staples all cost me about $ 25.00.
* A box to store cards
* Monthly 3 "by 5" tabs
* Daily (1-31) 3 "by 5" tabs
* Alphabetical 3 "by 5" tabs
* After tons of eggs 3 "by 5" cards
* Bouquet colorful 3 "by 5" cards
* Small enclosure cards to carry in your pocket
Once you buy the necessary supplies, you can organize your 3X5. For simplicity, suppose that you are meeting your 3X5 on January 1st. If this is the case, it would be to organize one of the tabs in the order below (front to back):
* January tab
* Tabs 1-31 days
* February-December monthly tabs
* A-Z alphabetical tabs
* Data virgin - white and color of your choice
If your cards are now in the box and the first thing you should see the January tab.
Then you should start creating cards for your leads. At the beginning, it will take some time (assuming you have a lot of tracks). I used to drive the white cards and color cards for my clients. You can do whatever you prefer, but I think it would be helpful to pause and clients.
The system works as follows.
Imagine that from January 1. And attend a networking event where you meet potential clients. The advertising business cards at this event and you want to contact him / her on the 2., So when you arrive at your office, you can lead heart card on a white sheet and place it behind the tab "2", then go home for the day. After all, it is New Year's Day, and you have worked hard to create your system and new sales network attended the event.
So you get to work on January 2nd. And open your 3X5. The first thing you need to do is move the "1" beyond the tab tab Feb. Will always roll forward such a system, so that the first tab you see in the box represents the month, then a day later.
Now go to the tab for today (January 2). And find a trail map, which met at a networking meeting yesterday. Call the lead and you know he / she is out of town until January 6. So you make a note that says "02/01/05 -. M. lead on vacation until 1/6" Now you drop the card behind the tab "6" for the month of January.
You will continue to roll in this advertisement before in the system, take notes at each step, until it becomes lead either to a client or to ask you to leave them alone.
If the thread turns into a customer, I fundamental to their business card colorful card and place it behind the appropriate alphabetical tab. So what is another option with this client, I propose colorful card to the Department dated and moved through the process.
Of course, you can also add people to your pipeline, you can not get in touch with everyone on the day they are for a specific period of time. Just move them an opening in the coming days at the end of the day so that you can communicate with them tomorrow.
Do not want to carry a huge metal box full of cards, and this is the reason why you want to have a portfolio of index cards or small box, so if you're on the road or out of the office, just enter your card for the day and leave.
Not only for the sellers.
While the system is ideal for salespeople, it is also an excellent tool for those of us who focus on networks. In fact, I use three different colored cards and use white wire Walozark Red and customers to my contacts networks (national, I know). On the red cards, or I write 7, 14, 30, 45, 60, etc. in the upper right corner of the index card for the number of times I remind me that I want to communicate with the person, then j 'I just move the card forward based on the card number. If you want to contact someone every seven days, I suggest the card a week ago after I contact.
These relationships are really good at Keith Ferrazzi reservations Never eat alone, and he regularly advises the network Ping. By the way, if you have not read the book, you should. You can get a free book notes blog never eat alone.
Options / improvements.
I was considering adding tabs daily each month so that I can move people to this day before any individual (ie 11 August) in the future.
You can also stay a few sticky tabs on hand so you can add a tab at the top of the plug to the anniversary of communications. If you do, you can simply put a tab on the ground in August of each card name, which is the anniversary of August so it can quickly gather a list of the anniversary of each month. Again, this is probably overkill and probably can add the names of contacts in the calendar and keep it separate, but what fun is that?
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