How to Create a Customer Contact and Follow Up System for your Direct Sales Party Plan or Network Marketing Business

How to Create a Customer Contact and Follow Up System for your Direct Sales or Network Marketing Business

One area I see Direct Sales & Network Marketing consultants seriously struggle with is in the area of following up. This is often because they do not have an effective system in place to keep up with their customer’s contact info, notes or a solid process for following up.  Even if you have a good system in place, often times you may not follow up out of fear or not knowing what to say to follow up.

It’s essential that you offer your customers a wonderful experience from start to finish. Following up is a great way to show how much you care, serve your customers and build relationships.

How to Create a Customer Contact and Follow Up System for your Direct Sales Party Plan or Network Marketing Business

We need to make our people feel valued and appreciated. It’s not just about their money or making a sale. You want to ask questions, listen to people. Be more focused more on how you can help solve a problem for the customer instead of just closing the deal.

Have conversations, ask more questions and listen to people. Provide value and solutions. Come from that heart-centered, mission-based way of marketing and sharing your business. Do the unexpected. Go above and beyond. Do the extra little things that people don’t expect or they may not get from anybody else.

Treat people how you would like to be treated. Really, truly, it’s a simple golden rule of life, but treat your customers how you would like to be treated as a customer, the gratitude you would like to be shown in what you think would be an incredible superstar experience for someone.

If you’re worried about following up with people, with connecting, with sharing your business remember that when you are genuinely focused on helping the customer when you’re being authentic and you’re coming from that place of service, you will never come across as pushy, as salesy, or aggressive.

Once you have your mindset focused on serving, connecting and building relationships, your systems and processes will work even better.  If you don’t have a good system for following up, you can use mine as an example to base yours on.

There are many apps and CRM’s (customer/client relationships management) programs you can use to help with following up.  If you are just starting out or want something simple to use, consider using my spreadsheet system . I use a very simple spreadsheet with multiple tabs for my customer contact and follow up system which I train on in the video below.

I also schedule in time in my Direct Sales Success planner for following up with customers, leads, hosts, potential recruits and team members each week. When I schedule in a vendor or networking event, I also schedule in time the days after the event to do follow up.

Enter your email below for FREE, immediate access to the repaly from a recent Training Class I held on Creating an Incredible Customer Experience & Effective Follow Up Systems AND my Customer Care Follow Up Spreadsheet Template.

Please let me know your thoughts in the comments below & I would love if you would share this on social media or with your teams!

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Tina Giordano

This is a great idea. I did not have a good follow up system in place. As a result I was losing the potential for sale by simply not following up and providing good customer service.

Deborah Thompson

Thank you. I have not been following up but have spent wasted time trying to organise some sort of system but just couldn’t work it. Seeing this short video I now have a plan to follow.

Christina George

Thank you; I keep re-formatting my follow-up chart, thinking it’s too long or too short or too… For customers (not potentials) do you also track what they’ve purchased in the same chart? And do you only follow up twice for potential customers?


    I follow up until they say no! Sometimes, a potential customer needs to know you are committed and not chasing $.


Misty, the link for the Excel file spreadsheet is not working.

    Misty Kearns

    Thanks Christine, I’m aware it isn’t working. I need to update the video and spreadsheet too, it’s on my to do list! 🙂

Virginia Andre

Where’s the video?

    Misty Kearns

    Hi there, I’m sorry there seems to be an error with the video file and I can’t find the original. I’ll work to get it re-recorded and posted as soon as I can. Thank you for letting me know it was missing.

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