This template can be used by salesmen & others to manage time, and to keep track of items to be done. In my business, I need to send out a lot of literature, and to set up meetings and contact many different companies. I use this Double Helix template to maintain my list of clients, and to insure that I get my tasks done on time.
I have the Custom Menus set up (with no password) as follows:
Action:
Contacts Today List
list of client phone calls & meeting to be done today
Action Today List
List of non-client related items to be done
Contacts within a week list
List of client contacts to be completed within 7 days
Meetings w/in a week-list
List of meetings set up within 7 days
Liturature to be sent
Liturature promised, but not sent
Input:
Standard Input
Input time, date, follow-up, and comments from conversations
Company Input
Input Company name, address, contacts, phone numbers,
likelyhood of close and value of sale.
Input Action Items
Input non-clent related items to be done, date to be done, and
importance.
Confirm contact completed
flag a contact as completed so it will not appear on action
list.
Confirm meeting completed
Confirm Action Completed
Update Close %
Changes close % and value of sale.
Input return address
Input the return address you want on you envelopes.
Input Form Letter
Input form letter and associated form letter number.
Input new quote
Input quote to appear at the top of various lists.
Reports:
Top Prospects
Lists all prospects with a close % > 10, and gives expected
value of all prospects.
Daily Log
Input date and get all action done on that day
Contact with a company
Input company name, and get list of all contacts with that co.
Lit mailed w/in two weeks
List of companies that have been sent mail w/in 14 days.
Companies:
Active Companies
list of active companies (there is an Active Co? flag)
All company names
list of all companies
Find company name
input part of company name and find company
Letters:
Name & Company
Input the name of the person to whom you are sending a letter,
and the form letter number to send.
Create letter
This allows you to modify or accept every form letter, and it
is then recorded a a record.
Confirm mailed
enter yes after a letter is sent
Envelope
Prints out an envelope on the imagewriter
Lable
prints address on a lable
All letters
Steps through all letters that have been mailed
All envelopes
Steps through all envelopes printed
All Lables
Steps thought all lables
Relations:
There are seven relations.
1. Time Data
2. Companies
3. Letters
4. Form letter
5. Return Address
6. Things to do
7. Unknown
Time Data is the main relation that stores all of the daily information.
Companies stores all the company names, addresses, phone numbers & contacts.
Letters stores all the letters sent out, form letter has the form letters in it, return address has the return address and my copyright notice, things to do has the action items in it, and unknown is just that. I can't get rid of it.
Feel free to look into each of the relations, and to make changes so that they will reflect you personal need.
