YAY YOU! I am so glad you are finally ready to get serious about organizing your time, your marketing and your business.This planner will help you with that and so much more!
First... about your time! One of the first things that people always worry about when thinking about “managing” their time is that they will feel constricted and all the joy will go out of the world. I am here to tell you that is not so! I manage my work time so I can spend MORE time with my kids, go out to lunch with friends and attend “out of my home office” trainings. When you don’t manage your time things get out of hand and guilt sets in about anything other than working. Use these planner pages to really start to know where your time is going and what you can accomplish with F-O-C-U-S!
Get to work on your business! Time management is great, but so is making money! I developed this planner with one of the top recruiters nationally for the past party plan company, Passion Parties. Kirsten is the most enthusiastic worker that I have ever seen, but even she longed for the structure of knowing exactly what she should do each day to grow her business. Together we figured out what would work best as far as time planning and marketing checklists for network marketers, direct sales people and party plan peeps.
You get to win! One last thing... as a work from home person, there are many days that no one says we did great work or even notices that we are grinding it out. Our loved ones might be supportive, but they really don’t “get” why we are working so hard. Having your own goals and accomplishing them daily means that you get to win EVERY DAY. Maybe no one else noticed today, but you will know and be a winner-winner-chicken-dinner.
To Dos Today - Daily Schedule Calendar This one is perfect for planning your day. Use the calendar area for all your appointments, family obligations and events. Then use the top right side to chart your contacts with prospects and current clients. There are two versions of this; one for network marketers and one for party plan peeps.
To Dos Today - Game Version - Maybe you are the kind of guy or gal who would rather have fun than be stuck in work. The third calendar page combines getting things done with a points system that let’s you know how your day went based on what you accomplished!
Weekly Planner Spread - This was requested by one of my favorite Mary Kay ladies of all time! She likes to have her week laid out at a glance. (print double sided or duplexed to make the spread)
Monthly Goal - This is great for planning out your month! You can schedule your appointments that are a little far out to calendar right now, pick your theme, promotion days and holidays you are going to target in your marketing and write down your goals for the month.
Two By Twos Lead Sheet - This was a request from a super busy mom who wanted to make sure any of her leads didn’t fall through the cracks! While she couldn’t commit to doing tons of followup, she was super excited to followup with each lead 2 days later, 2 weeks later and 2 months later.
Three By Threes Lead Sheet - Based on Beachbody’s Power of Threes, you can use this sheet to make sure you are contacting 15 people a day, doing a wide variety of different calls, messages and followup.
Party Lead - If you are in a party plan business you know the lifeblood of your work is having parties! This sheet allows you to capture people who are interested and then followup up with them until you book a party.
Business Builder Lead Sheet - This one is awesome for tracking people who have expressed an interest in joining your company. Track their personal info and motivations for joining so that you can talk to them in their language.
3 Months (Sun-Sat and Mon-Sun) - Whether you like to plan your weeks Sunday through Saturday or Monday through Sunday, this three month planner page will work great!
Month At A Glance Planner Page (Sun-Sat and Mon-Sun) - Last but not least is the perpetual monthly planner page that is great for tracking high level appointments, kids days off from school and so much more!
3 Custom Covers To Choose From!
This standard sized paper listing is an instant download, digital product that you can start using right now! There will be no physical product shipped.
Getting Started Sheet - There is a getting started sheet so you don't have to guess how to use the system.
You will receive 1 PDF printable file that you print and start working with immediately.
Video extras - There is a link at the bottom of each of the forms to a video showing how I use mine.
DIY, NOTHING FANCY NEEDED
Works well in ARC disc system planners from Staples or in a letter-sized three ring binder.
All materials for download are the property of Tara L. Jacobsen, and Tara L. Jacobsen, PA. The materials for download are for personal use only and not for distribution. If you would like a license for use with your team or company, please email me.