business binder

8/9/2019 Business Binder

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Business BinderCallie Sekander ([email protected])

http://www.virtualconvention.biz/Calliei.html

Supplies to gather:

2 inch binder that can be decorated8 1/2 x 11 calendars with monthly tabs

12 dividers - I made my own using CTMH CSStamps and inks as desiredpaper trimmerStaplerTab punch or circle punch

Supplies to print:

Training Academy: workshop sign-up sheet masters

business classCoaching your hostess checklist bachelors business classMaster Supply ListCommission reports since January 2008(managing business online reports commission summary choose dates)

Block Guide found on business board Attached at end:

Scrapbook Hostess clubBusiness Expense Sheet

Party Sales sheetCustomer Phone Log

Directions:

Step 1: Punch out Divider Tags using a tag punch or a circle punch. Attach in a

waterfall format to each of the dividers (top to bottom, and then go back to the top). I

chose different color Cardstock so that if needed I could show customers or unit

members colors we have available. Label each tag with the following categories:

Party Sales

Workshops

Clubs

Onlline Sales

Supply Order

Commission Reports

Business Expenses

Booking

Recruiting

Marketing

Consultant Manual (if you have one)

Misc.

Step 2: Decorate each divider.You can use business stamps that match the

category or just decorate so that you can show different stamps or techniques. Use

tone on tone stamping, versamark, chalk, watercolor, two tone stamping, rock and roll

technique, kissing technique, embossing, etc.

Step 3: Assembly: Feel free to construct your binder in an order that makes sense to

you or copy mine.
https://orders.closetomyheart.com/CTMHConsultants/toknow/excel/MasterSupplyListUS2008.xlshttps://orders.closetomyheart.com/CTMHConsultants/toknow/excel/MasterSupplyListUS2008.xls


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A. I copied the block guide onto transparency so that you could lay it over a stamp

to see whats the best fit. I keep several of these in the front of my binder to give

to guest who would like one or to let them borrow it.

B. Next I have a monthly calendar for the year. The calendar I chose had monthly

tabs on it. I record days off (children events or family events) and then I mark

which days I have available for gatherings.

C. The first official divider in my binder is Party Sales.

a. You should have printed off a Party Sales sheet. I keep one of these for

each month. I record the hostess or club name, the date I held it, Sales

total (subtotal), my commission, any discounts I might have given, how

much I charged to my credit card and how much payments I received.

b. I total everything on the last line for each month.

c. I keep party receipts behind each monthly sheet.

D. Workshops

a. Print Workshop Sign-up sheet from the training academy. I record the

workshop name, date, and time.

b. I record peoples names as they sign up for a workshop and I record how

much they paid.

c. I also make notes to the side or bottom about how much the workshop will

cost me and what materials I need.

d. The bottom has a check sheet to make sure you send invitations on time,make calls, order materials, and send reminders.

E. Clubs

a. I print the Scrapbook Hostess Club form and keep this at the front of this

section. I changed the info to match my clubs and members.

b. I also keep agreements in this section and any ideas or notes I get from

unit meetings or conference calls.

F. Online Sales

a. I print online sales receipts and keep them in this section. I mark on them if

I have sent a follow-up email, sent a newsletter, or made a phone call.

(especially if they are a new customer)

G. Supply Order


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a. I keep a copy of the Master Supply List in the front of this section. Then I

keep receipts from my supply orders for the year for tax purposes.

H. Commission Reports

a. I print off monthly commission reports and keep them here for tax

purposes.

I. Business Expenses

a. Each month I print a business expense sheet and I keep it behind this tab.

b. I record is the expense is product, supplies, postage, etc. then I record the

amount under the correct column.

c. I total each column at the bottom at the end of the month.

d. I keep one envelope behind this tab for all of the receipts except for

supplies which are kept behind the supply divider.

J. Booking

a. This is where I keep my Customer Phone Log

i. I have listed each of my customers (I dont have a ton at this point in

my career) and their phone number.

ii. I mark each month that I call them. If the book a gathering I mark a B

and the date, if the book a Workshop I mark a W and the date, etc.

b. I also keep booking ideas and notes in this section

K. Recruiting

a. I keep recruiting ideas and notes here.

b. I also keep unit meeting info here because I do not currently have a unit.

You may want a new divider or separate notebook for this info if you have a

large unit.

L. Marketing

a. I keep notes and ideas here.

M.Misc.

a. Just for extra stuff


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Scrapbook Hostess ClubMeets the Third Monday of each month

6:00 / 8:00 pm at Callies house

Date Hostess Address PhoneJune Members name Address phone

July Members name Address phone

August Members name Address phoneSeptember Members name Address phone

October Members name Address phone

November Members name Address phoneDecember Members name Address phone

January Members name Address phone

February Members name Address phone

March Members name Address phone

April Members name Address phoneMay Members name Address phone

Member Responsibilities

Each club member is committed to place a minimum order of $25 each month. If you are unable to attend the party, you must have order and payment to the

consultant prior to the night of the party. All parties will close the night of theworkshop.

If for some reason you are unable to continue in the club for the full year, you mustfind a replacement to fulfill your commitment.

In order to learn and get the most out of your hostess club experience, make aneffort to be at each workshop. Although you can just place an order, you will benefit

more if you are present!

Hostess Responsibilities

Collect orders from friends/family outside of club to boost party sales. (Optional)

Provide Snacks for club members.

Business Expense Sheet


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Business

Expenses

Date Where supplies Postage Subs/

magazines

Marketing Credit Card

processing

Training Travel

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

21.

22.

23.

MONTHLYTOTALS

##

Party Sales Sheet


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Hostess/Club/Workshop Name Date Subtotal 22% Discounts Charged Payments

Received

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

MONTHLY TOTALS ##

Notes:

Customer Phone Log


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Customer Phone Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

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