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4 x 6 System
and
Staying Organized

By Lori Kirkham

As heard on the Thursday Night, 01/25/07, conference call.

 

What items do you need:

« 4 X 6 Index cards 1000 cards with a plastic box

« Index of Months January - December

« Index caps of the days 1-31 (move the daily numbers from month to month).

 

Information on the card:

« Name, address, work phone, home phone, cell phone, email

« Who referred customer to you and a check mark that you sent a thank you note

« Serial number of unit

« What kinds of concerns does your customer have? (Memory Joggers)

« Date of first contact and date of scheduled demo (a week later)

« What did you do with the demo? At what sq footage did you set their Fresh Air?

« If your customer has a business card simply staple it to their 4x6 card.

« On the back of the card write the directions to their home (http://www.mapquest.com/) or any other notes that are important to you! If we don’t jot down notes we forget important information about our customers.

 

John Smith

123 Lake Drive,  Orlando, FL    32568

Email: johnsmith123@aol.com

work phone: 407-555-1234

Cell phone: 407-555-1212

REFERRAL: Jane Jones ü

Concerns: smoker, allergies, 2 dogs

Contacted on 01/18/07  --  demo appt on 01/25/07

Placed Fresh Air on planter shelf in living area. Sq footage set on

1700 sq ft with the fan on high.

 

You can take your 4X6 box everywhere you travel and always stay organized.

Follow-up work is a VERY important part of closing a sale and

maintaining a trusted relationship with your customers.

The 4x6 system make a 90 day blitz less stressful and much more organized!

 

1. Move your cards according to the dates scheduled for inital conctact, demo placement, follow-up and sale close. Perhaps your potential person wants to get into business in April; put the card in the April file and follow up accordingly.

2. If you have good records, you don’t have to try to remember all the information of your customer and where your machines are. All information is at your figure tips and most times faster than computer databases!

3. After you have closed a sale, write CLEAN on the card. File it so that a follow-up can be done 30 days later.

4. Always send a thank you letter to your customer. Make sure you also include a highlighted paragraph that instructions the customer to notify you when the perform maintenance display appears. You will then set up an appointment to clean their new Fresh Air.

5. Ask for referrals, send them newsletters, every 6 months 'touch' them and get more referrals.

6. You can teach this 4x6 System to your dealers for under $10.00. This is a VERY easy and organized system to follow.

 

Demo and Follow-up:

« Start off at low settings — Normal setting; 3 bars — Some environments don't need ozone.

« Do not change the environment quickly. Some folks are very sensitive, perfumes, allergies, bronchitis.

« Every time you make contact with your customer make notes on card: Slept well, odors gone. This allows the customer to share with you all the positive results from his Fresh Air.

« You are serving as an Air Professional to resolve their issues.

 

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