Friday, September 30, 2005

Card Index Box (Tickler System)

Following up prospects when you say you will is very important and one of your most important priorities. Having a reliable system is essential.

Unfortunately, a diary proves to be not as practical as you might think or you'll be constantly crossing out and moving appointments.

Enter the most reliable follow-up system ever invented: The Card Index system, also known as a tickler system.

Get a 5" x 3" index card box, a load of 5" x 3" index cards and a set of 50 dividers.

Number 31 of the dividers 1 through 31 and 12 of them Jan through Dec.

Each prospect gets their own index card on which you can write their pertinent details and any notes from your conversations with them.

Whenever you need to remind yourself to call them within the next 31 days, simply put their card in the section 1-31 corresponding to the date. If the reminder needs to be longer, put them in the section for the month you need.

Each day, simply take out all the cards for that day and call them. If you don't get hold of someone, put the card in for the following day.

When it's the first of the month, take out any cards filed under that month and move them into the 1-31 sections.

Not only is this system virtually foolproof, it's a very good way of getting over call reluctance.

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