7 Steps to a Direct Sales Consultant Planner That Works

Effective time management is essential to be a successful direct sales consultant, and a direct sales planner is tailored to the party plan lifestyle. Save yourself time and headache by keeping all your important info in one place.

You can purchase a pre-made direct sales planner if you want all the guesswork taken out for you; however, I have yet to find one that has all the pages I need right out of the box. If your creative side is showing, you can create your own planner pages and print them as needed. Or, you can download pre-made planner pages, print what you need, and keep them in a 1-inch binder.

Whichever path you choose, these are the pages I believe every party plan representative should have in their direct sales binder. (And scroll down for some special gifts just for my followers!)


1. Monthly and weekly calendar

Obviously, every planner needs calendars. Your direct sales calendar is no different. Set up your monthly calendar to easily plan party dates at a glance (and consider the benefits of front-loading your calendar when you start filling it in).

Your weekly calendar should be more detailed and have space to write down more details, like addresses, hostess information, and weekly sales goals. When you have your goals in your face all the time, they’re hard to ignore! It’s also helpful if there’s a social media checklist on each day so you remember to spend at least 15 minutes a day interacting with your followers.

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2. Weekly goal planner – business and personal

As I said, keeping your goals in your face is a great way to keep them in the front of your mind and make them a priority. Break your large goals into smaller, more manageable daily goals and plan them weekly with these weekly business and personal goal planners.

Be sure to cross off each goal as you accomplish it – this gives your brain a little boost of confidence, making you more likely to complete more goals!

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3. Weekly business expense and mileage log

Similar to a checkbook balance, use the weekly business expense log to write down expenses as they occur. Add expenses monthly to yearly expense profit overview (more about that below). Your business expense log should include a column for the date, payee, a short description, tax cost, shipping costs, payment method and category (I use the categories from the yearly overview).

The mileage tracker can be weekly, monthly or ongoing, so having your own binder that allows you to move the page is helpful to move your log from week to week or month to month. You can also keep the mileage tracker right up front for the easiest access when you drive. Your mileage log should have a column for the date, description, starting mileage, ending mileage and total miles driven.

Remember to log EVERY business trip – delivering product, parties, monthly meetings – anything that involves your business!

You should go over your receipts and expenses at the end of each day and again at the end of the week. File away receipts and logs as you finish logging them.

4. Monthly bill tracker

I suggest printing 2 monthly bill trackers – one for personal bills and one for monthly business expenses. It should have a column for the company name and monthly due date, and one for each month where you write in the amount you paid.

Track any monthly expenses – website fees and subscriptions for your business, and house payments, utilities, phone bills and more for home. Now you no longer have to search for bills or worry about late fees!

5. Yearly expense and profit overview

The yearly expense and profit overview page breaks down expenses by category. This page again has a column for each month where you write down the total cost of your expenses by category. This helps you see where you’re spending too much, and which expenses give you the best ROI (return on investment).

6. Trackers – discounts and coupons, limited edition and clearance items, sales, passwords

Smart phones are great for looking up information on-the-go, but it’s a LOT easier to keep the information in your planner! Print one of these trackers for each month – use a discount and coupon log to keep track of monthly sales and coupons to offer incentives to customers. Use limited edition and clearance item trackers to let customers know how long their favorite product will be available.

How many times have you used the “Forgot Password?” link on your favorite websites? Personally, I stay logged into many of my favorite sites, and by the time I am automatically logged out, I can’t remember my password! Having a password log in your direct sales planner saves me a ton of hassle (some of those password emails take forever to show up in my inbox).

You should also have a log to keep track of on-the-go sales, especially if you tend to sell a lot of on-hand stock or take a lot of personal orders from friends, family or associates.

7. Planning pages – new consultant, home party, Facebook page planner

Your new consultant planner is how you keep track of your new downlines. It should contain contact info (name, address, phone number, email, website, etc.), a checklist of important dates you need to remember (add to email list, add to Facebook groups, add to phone group, sit down meetings, launch party), and other things you don’t want to forget, like their spouse and children’s names, birthday and anniversary.

The new consultant info page should also include a few questions. These questions assess where they stand at the start of their journey, and could help motivate them in the future if they start to lose interest. Ask your new recruits the following questions and keep their answers filed for future reference:

  • What inspired you to join the company?
  • What are your goals? (E.g. hobby, holiday spending money, full-time income, etc.)
  • In what areas do you feel you could use extra help? (E.g. bookings, using the website, presentation, party planning, etc.)ScreenHunter_444 Jul. 24 19.36The home party planner page helps you prepare for in-home demonstrations, online parties, or any party you can come up with! It should include your hostess contact information, party date, time and type, dates to remember (when to send date card, when wish list/guest list need to be returned, and the confirmation call 1-2 days before the party), hostess incentives and games. It should also include space to keep track of bookings and recruits from the party, as well as party totals and hostess credits.

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Plan your Facebook (or other social media) activities with a social media planner. This can be used monthly or weekly depending on your social media marketing plan. This page should have a checklist to plan your advertising, giveaways, promotions and events and check them off as you complete each task.

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Ready for some goodies?

As a special bonus to my readers, I’m offering half off my printable direct sales planner bundle – you can get all the pages you need for only $5, and print as many as you need forever! Use code HALFOFFBLOG when you check out.

You guys also get a FREE direct sales planner page right now! Not available anywhere else (yet), it’s a home party planner page in a pretty pastel palette. Enjoy!

Click here to download your free home party planner page!

What planner pages am I missing from my direct sales consultant planner?

Shout out in the comments below what you think I should add/change, and don’t forget to share this post if you find it useful! 


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