INSTRUCTIONS

On "MONTH AT A GLANCE" write the month you begin on the space provided. In the small square within each day square, enter the days of the month next to the days of the week starting with the first day of the month you begin. On that sheet enter, on the appropriate days, things you have to do that month, i.e., meetings, days off, birthdays, dental or DR's appointments, etc. You can enter on the months of the year all events you already know, and add items as they come-up.

The first "THINGS TO DO TODAY" is the first of the month, enter 1 on the "DATE" line. The back of that page is the second, enter 2 and continue to number the rest of the pages. On the "DAY OF THE WEEK" line, enter the corresponding day of the week, i.e., Fri., Sat., etc. IT IS IMPORTANT THAT YOU TAKE THE TIME TO SET UP THE ENTIRE BOOK AT ONCE in order to be able to set up future calls and appointments on scheduled dates and times.

On the "THINGS TO DO TODAY" each morning write in what you have to do that day including any information required like time, place, phone #, etc. The spaces are wide so that writing small, you can enter a lot. You can also go ahead and enter future events, you already know about, on the appropriate future "TODAY" sheets. Use a bookmarker for each day's easy access to the current "TODAY" sheet.

In "TODAY'S PROSPECTS" enter the real prospects you obtained that day and set up future actions and calls on the proper day's pages. When you come to each day sheet, those will be "things to do that day."

"TODAY'S SALES" Enter the sales that were actually completed that day, i.e., monies in and all documents completed and signed.

OWNER FOLLOW UP. After the sale, on the small squares, enter the day and month you intend to call. Then enter on the corresponding day sheets, all the information you will need to make the call including DOS - date of sale so you can refer to that date for the particulars of the sale. THE FIRST THREE CALLS SHOULD BE IN 3 DAYS, 10 DAYS, AND 17 DAYS. THESE CALLS ARE TO CHECK ON CUSTOMER'S SATISFACTION WITH THE PURCHASE AND TO OFFER ASSISTANCE OR ANSWER QUESTIONS THEY MIGHT HAVE. Only at the end of the third call, when they know you will be there for them should they have a problem, ask for a referral. Afterwards call every six months.

THE END OF THE MONTH RECAP sheet to keep records and averages is self-explanatory. If you sell more than twentyfive units in a month, you may make a copy of a blank recap sheet, attach it to that month and continue filling it in.

NOTE: THIS PLANNER WAS DESIGNED FOR DESK TOP USE. IF IT IS TO BE USED WHILE TRAVELING, IT IS RECOMMENDED THAT IT BE CARRIED IN A PROTECTIVE BUSINESS POUCH. AVAILABLE AT OFFICE SUPPLY STORES.