Direct Sales Planner – EDITABLE

I had so much fun creating this Direct Sales Planner. I’ve tried to think of everything so you don’t have to! There will probably be more pages than you need but you can mix and match and choose which pages work best for you.

This planner is great if you’re just starting out in direct sales or are a pro! Below are some of the 150 pages included in this set (I cannot show previews of all pages as some people have copied pages from my other planner sets).

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Direct Sales Planner -Listing Image v7(1)

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Direct Sales Planner -Listing Image v7(2)

This planner is available in 7 colours (see photo above). To purchase, click HERE. Also available on Etsy – see HERE. Direct links to each colour: purple, pink, green, light blue, dark blue, grey, black. Can’t decide on a colour? Purchase them all HERE

The pages are letter size but can be printed at any size you like (such as half size or 8.5 x 5.5″) by changing a few setting on your printer menu. See this post for printing tips (and helpful screenshots of what to select).

INCLUDED

– Cover Page & Spine (this can be personalised with your choice of text, just mention your title wording when placing your order at the checkout).

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– This Belongs to page to record your contact details in case your planner is lost

– Dividers (34) – Contacts, time management, Finances, products, parties, business cards, clients, Catalogues, Miscellaneous, Marketing, Goals, Personal, Inventory, Orders, Income, Expenses, Calendars, To Do, Weekly, Receipts, Coaching, My Team, Notes, Tax, My Business, Hostesses, Sales, Customers, Week 1, Week 2, Week 3, Week 4, Week 5 (have so many parties you can’t keep up, organize documentation by week to help you find it easier, also good for weekly goal setting, organizing to dos ect .),

– January to December Dividers (12 pages – writing is on the side so you can easily find what month you are looking for)

Time management

– 2 page calendar with notes, goals and to do’s for the month

– 2 Page Weekly planner – weekly summary including number of parties, income expenses,  sales ect. a checklist for common tasks such as recording mileage, social media checklist and a blank checklist & goals section. Plenty of writing space for each day with a separate section down the bottom you can type in the title for e.g. meals, personal, checklist, daily tasks ect. The file is set up for duplex printing. Sunday and Monday start versions are included (4 pages total).

2 Page Weekly Planner - DS - Purple(2)

2 Page Weekly Planner - DS - Purple(3)

– To do checklist

– Monthly to do checklist (blank and filled in – 2 pages)

– Daily Planner – includes: schedule from 6am to 9pm, glasses of water tracker, checklist, stats (e.g. income & expenses), lined notes and dinner. 2 versions – one with blank checklist (see below) and one with pre-filled common tasks. Available individually here

Direct Sales Daily Planner pdf editable printable calendar diary schedule to do

– Undated perpetual 12 month calendar (landscape orientation) – use for anything you like e.g. social media calendar, record income and expenses for each day, parties, meetings, appointments, your personal life ect.

– Weekly planner (portrait) – lined – space to plan each day, a weekly checklist (e.g. post thank you cards, follow up calls ect.), goals and notes.

– Weekly planner (portrait) – same as above but with a blank checklist for each day (instead of lined writing/typing space)

 Goals

– Business Ideas – a page that can be used for goal setting and/or business development, includes idea, goal completion date, steps to complete and notes (2 ideas/goals per page)

– Goal planner – can be used by you and/or your team. Breakdown your goal into steps to complete, goal completion dates for each step, supplies needed, motivation for completing the goal and reward

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– Goals – 3 goal planning sections per page – record your goal, due date, steps to complete (with due dates for each step) and your reward

– My Progress – can be used weekly, bi-monthly, monthly or any period you choose. Record your top 3 goals and stats including goal number of party bookings versus actual, record a list of each event/party you held as well as the number of sales, profit and bookings from that event/party, incentives earned, commission, what worked, what didn’t work, coaching & training, the latest catalogues and special offers, ect.

Direct sales planner monthly weekly stats printable editable chevron

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– Important Dates – Use this for writing team member birthdays or for annual planning, goal setting ect.

Products

– Inventory – record the item name, product number and quantity you have on hand so you know when to restock

– Giveaways summary – have so many parties and just want to know how much product you’ve given away? Summarise all your giveaways held at each party on the one page and also include if the item was shipped, or, if claimed at the party, then record the party date. Also available individually here 

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– Giveaways – record giveaways in more detail, including personalisation if applicable

Giveaways Direct Sales Planner organizer printable editable binder filofax a5

– Mail tracker – 2 versions – one for recording when you have shipped customer orders and one for all other mail (e.g. to team members)

– Free Products

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– Replacement orders

Replacement & Missing Items - direct sales party organizer printable

– Missing items

Replacement & Missing Items - direct sales planner printable instant download chevron editable

– Samples and Display Inventory  – keep track of how many samples you have for each product, re-order date, quantity, cost and when received

Samples & Display Items Inventory - printable pdf direct sales organizer planner binder

– Wish list – use this yourself or give to your customers to fill out!

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– Re-orders –product, product code, qty, re-order date and received

Re-Orders - inventory direct sales personalised planner 2015 2016 perpetual editable chevron instant download

– Backordered Items – list items that are on back order and when they are expected to be back in stock – take this with you to parties for reference.

Backordered Items - Purple inventory direct sales planner organizer pdf chevron editable fillable

– Backorders – list customer orders for items on backorder, as well as when they are sent and received by the customer (tick column is to write the date the customer received the item)

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– Catalogues

Catalogues - direct sales planner editable pdf chevron instant download organizer binder

Parties

– Comprehensive 13 page party checklist – use all of the pages or only those that you need – includes: guest list, before the party countdown to do lists, information about the hostess and a plan for the party, samples put out at parties and when need to be restocked as well as a review including what worked, what didn’t work ect., party summary including expenses, sales, recruits, bookings ect. I recommend using in conjunction with the contacts pages, notes page, the wish list and any other pages that work for you

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– Follow Ups – Hostesses (2 pages) – keep a running list of past hostesses and record when followed up regarding future parties. Second page can be used for any type of follow ups required e.g. hostesses, customers, recruit leads, coaching ect.

– Customer Information

Customer Information -printable planner organizer direct sales hostess party editable

– Upcoming Events – I recommended using this the week before when you have multiple parties/events

Events organizer direct sales planner schedule half size letter size printable editable instant download personalised

– Event summary – list all your events and the profit, sales, bookings and recruits from each event. This sheet can be used for any duration e.g. weekly, monthly, annually

 Income & Expenses

– Mileage tracker (portrait page orientation). Available individually here

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– Mileage tracker (landscape page orientation) Available individually here

Mileage Tracker - Landscape - printable chevron editable

– Income log – keep a running total of income earned from parties, vender shows ect. Can be used weekly, monthly ect.

– Direct  Selling Expenses – (2 pages – blank – shown below – and filled in) with categories such as fuel and car expenses, parties, office supplies, hostess gifts ect. – compare budgeted with actual and note whether they are tax deductible – designed to use annually as a yearly summary but could be used monthly if you prefer. Also available individually, see here

Direct Sales Expenses Tracker - direct sales planner origami owl pampered chef budget business 1

– Direct Selling Spending log – record all your expenses, including whether they are tax deductible. If you have a lot of the same expenses e.g. shipping and wholesale orders, I’d recommend using one page per type of expense

– Direct Sales Expenses by month (landscape, 2 pages) – record the totals for each month – 6 months per page

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– Spending Record (landscape) – date, category, item, payment method, price, shipping, total cost, received. Also available individually, see here

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– Spending log – portrait page orientation – include the date, item, amount and a column for recording if the item is tax deductible (to transfer to the page below)

– Tax – Record your income (e.g. parties, wholesale, blog ect.), deductions and tax paid to determine your after tax income.  Handy if you submit online and/or want to keep a detailed copy of your own records to refer back to (note that tax documents should be kept for 5 years).

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Contacts

– Team Contacts. Also available individually, see here

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– Hostess contacts – similar to the page above. Use the notes section to e.g. write their birthday, when they want to host another party, what products they are particularly interested in ect. Also available individually, see here

– Lead contacts. Also available individually, see here 

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– VIP Customers

– Potential recruits  (summary contacts page)

Potential Recruits contacts direct sales printable organizer half size letter size editable instant download chevron A4

– Potential hostesses (summary contacts page, similar to above)

Coaching

– Potential Recruits Checklist Summary – keep track of all potential recuits on the one page with sections for e.g. initial contact ect. . 2nd page is blank for you to choose your own tasks (landscape page orientation)

Potential Recruits Checklist Summary scentsy direct sales printable letter size half size chevron editable organizer printable agenda business 2015 2016

– New Consultant Checklist – to do’s for new consultants with space to add up to 5 consultants per page (blank and filled in – 2 pages)

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– New Consultant (one page for each consultant). Also available individually, see here

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– Consultant Info – record contact details, favourites (e.g. colour) for rewards, goals and how you will work together to achieve them and training checkpoints

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My team

– Team Meeting – topic, lined notes section for discussion and action steps to do before the next team meeting

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– Team Meetings summary

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– Team Recognition – keep details of rewards and incentives, who earned them, reason and when the reward has been sent

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– My Team –  can be used weekly, bi-monthly, monthly or any other time period you like. Record incentives, new recruits, what worked and didn’t work, list upcoming meetings and new recruits

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– Team Coaching – Summary page. Also available individually, see here

Team Coaching - direct sales planner scentsy origami owl avon business organizer half size and letter size

Sales

– Bookings – Keep a running list of all your bookings (if you prefer not use calendar format). Can be used for any duration e.g. monthly, weekly.

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– Returns – record details including: date, customer, item, order #, amount (including postage and handling) and reason

– Order invoice – record details about each sale including payment method, if they used a gift certificate, contact details, items they ordered, your material cost and profit, shipping details ect.  (one page – shown below – is for up to 10 items, the second page is an ‘add on’ page if customers order more than 8 items). Also available individually, see here

Order Invoice business organization custom form printable planner agenda organizer chevron

– Sales Record (print and take this with you to parties) – sale date, customer, product, product #, order #, catalogue, price, payment method, shipped (this can be used for each party, weekly, monthly ect.)

– Orders tracker – if you prefer to organize your your sales with orders from multiple parties on the one page. Includes sections for: order #, order date, party, customer, shipped and received

Business

– Lined notes page

– Password Log

– Supplies list – blank and filled in (2 pages)

– Direct selling tips – keep a running list of tips, game ideas ect. you get from other consultants or ideas you come across on the internet, from coaching sessions ect.

– Social media calendar. Also available individually, see here

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– Newsletter Subscribers

– Gift Certificates – Record details of all gift certificates issued on one page

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– Shopping lists (2 pages) – 4 mini checklists for party & hostess gifts, business supplies, team supplies, miscellaneous supplies and a second blank page for you to choose your own lists

– Hobby or business? Rate stats such as number of parties and sales on a scale of 1 – 9 to assess whether you have a hobby or are running a business and areas that may require more attention. E.g. 1-3 hobby, 4 – 6 maintaining, 7 – 9 growing. If you prefer you can also record your monthly stats here.

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– Vendor Shows. Also available individually, see here

Vendor Shows Planner printable editable chevron direct sales business organize

– Vendor Shows – Landscape (summary page if you do a lot of vendor shows – includes space to record: date, time, location, contact info, cost, door prize & table giveaway).

In total, there are 150 pages.

All pages (except the covers and dividers) are editable if you want to add your information before printing. There is also enough room if you still want to hand-write on the pages.

EDITABLE means:

– When you open the files there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
– You can still print and hand-write on the sheets (the blue boxes won’t appear on your printed copy)
– The fillable font is helvetica in black
– The actual layout of the printable including pattern, pattern colour, font style, existing text ect. are not editable and cannot be changed

The pages can be printed on A4 and /or letter size (8.5 x 11″) size paper. For tips on printing the pages as half size, A5, filofax or any other page size, please see THIS POST.

To purchase, click HERE. Also available on Etsy – see HERE. Direct links to each colour: purple, pink, green, light blue, dark blue, grey, black. Can’t decide on a colour? Purchase them all HERE

Don’t need the whole set? Some of the planner pages can be purchased individually, please visit the online store HERE

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This set has been added to the GET IT ALL bundle available HERE through Etsy or HERE through the online store.

Get It All printable planner chevron instant download 21 sets 1247 pages pdf some editable multicoloured household binder

 

All pages are (c) AllAboutTheHouse and are for personal use only. Copying, sharing and/or distributing is STRICTLY PROHIBITED.

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Business Planner Printables – Simple Planner Series

Do you have an etsy store? An ebay store? Or other online business?

This business planner is perfect if you are just starting a new business store or want to improve an existing one. The set includes 28 sheets to effectively organise your time, to do’s and expenses. This planner is from the ‘Simple Planner’ series which features a simple, uncluttered and ink-friendly design.

There are 5 colours to choose from: blue, green, purple, pink and black and white. Once purchased you can print the sheets as many times as you like (for personal use only) and can use them for years to come! Go HERE to check it out on Etsy. Instant downloads are available HERE through the online store

Etsy Business - Listing Image - BLACK AND WHIRE(1)

Included in this pack is:
72. Online Auctions
169. Weekly Sales
170. Item Cost Worksheet
171. Monthly Profit and Loss
172. Business Goals
181. Supplies
194. Product Planner (2 sheets)
180. Week at a glance in 30min increments
200. Product Inventory
201. Product Price Index
202. Advertising and Marketing
203. How much should I sell my item for?
204. Perpetual Landscape Calendar
208. Monthly Work Schedule
322. Workday Planner
323. Monthly Plans
324. Etsy and PayPal Fees
325. Work Daily Time Planner
326. Sales Log
327. Newsletter Subscribers
328. Weekly Time-keeping book (2 sheets)
332. Weekly Work Planner
333. Work To Do List
334. To Call List
335. To Email
336. Custom Order Form

LISTING IMAGE2(2)

LISTING IMAGE1(2)

72. Online Auctions
72. Online Auctions - AllAboutTheHouse
169. Weekly Sales

169. Weekly Sales - AllAboutTheHouse
170. Item Cost Worksheet

170. Item Cost Worksheet - AllAboutTheHouse
171. Monthly Profit and Loss

171. Monthly Profit & Loss - AllAboutTheHouse
172. Business Goals

172. Business Goals
181. Supplies

181. Supplies - AllAboutTheHouse
194. Product Planner (2 sheets)

194. Product Planner p.1

194. Product Planner p.2
180. Week at a glance in 30min increments

180. Week At A Glance 30min Increments
200. Product Inventory

200. Product Inventory - AllAboutTheHouse
201. Product Price Index

201. Product Price Index
202. Advertising and Marketing

202. Advertising & Marketing - AllAboutTheHouse
203. How much should I sell my item for?

203. How Much Should I Sell My Item For
204. Perpetual Landscape Calendar

204. Perpetual Calendar - AllAboutTheHouse
208. Monthly Work Schedule

208. Monthly Work Schedule
322. Workday Planner

322. Workday Planner - AllAboutTheHouse
323. Monthly Plans

323. Monthly Plans - AllAboutTheHouse
324. Etsy and PayPal Fees

324. Etsy & Paypal Fees - AllAboutTheHouse
325. Work Daily Time Planner

325. Work Daily Time Planner
326. Sales Log

326. Sales Log - AllAboutTheHouse
327. Newsletter Subscribers

327. Newsletter Subscribers
328. Weekly Time-keeping book (2 sheets)

328. Weekly Time Keeping P.1

328. Weekly Time Keeping
332. Weekly Work Planner

332. Weekly Work Planner - AllAboutTheHouse
333. Work To Do List

333. Work To Do List - AllAboutTheHouse
334. To Call List

334. To Call List - AllAboutTheHouse
335. To Email

335. To Email List - AllAboutTheHouse
336. Custom Order Form

336. Custom Order Form - AllAboutTheHouse

 

This set is available are part of a discount bundle with the finance set which can be purchased HERE 

finance and etsy business value pack kit

UPDATE: The Chevron version of the business kit is available HERE. Instant downloads are available through ETSY and the ONLINE STORE 

chevron etsy business kit - AllAboutTheHouse

If you don’t need all the pages and would like to create your own kit, you can purchase any single sheet HERE.

These sheets can be placed in a binder, arc planner system or bound (e.g. spiral or comb binding). Personalized binder covers and spines are available HERE.

Build Your Own Printable Daily Planner – Perpetual/Undated

 Printable Planner - Personalised Diary Planner -Agenda-2013-2014 Any Year-Build Your Own Planner-Weekly Planner-Day Planner -Product 437

I have tons of new planners in store! This build your own printable planner has no dates so it can be used for any/every year and you can start planning anytime.

Included in this set are 52 unique planning pages:
– personalised cover page
– 12 perpetual monthly calendars
– an annual planning page
– weekly checklist
– weekly family planner
– Daily notes page
– 2 page weekly spread diary page
– shopping list by store section
– shopping list
– to do list
– weekly meals and shopping list
– weekly menu
– weekly planner
– desk planner
– monthly planning 1
– monthly planning 2 (12 sheets)
– landscape notes sheet
– portrait notes sheet

Once purchased, you can print the files endlessly for your personal use!

The best part about this planner is how affordable it is as it can be used for any/every year but you only have to page the one low price. Plus, if you want to mix and match with two colours – the 2nd colour is 50% off (contact me via my etsy store so I can create a custom listing for you)

You can print all the sheets in the set to create your planner, or only certain sheets – this means you get to create a fully customised planner that suits YOU!

There are 5 colours available: Blue, green, purple, black and white and hot pink!

Here are some of the sheets from the set:

Daily Notes page - purple

Monthly Planning  bw

Weekly Meals and Shopping List - Blue

Are you obsessed with chevrons? You might prefer this planner:

Build Your Own Planner2

Build Your Own Planner3

Build Your Own Planner4

Build Your Own Planner5

More undated planners available here