Frontline Binder System

One of the best parts of my job is loving on my team. One way I do this is by keeping a Frontline Binder for every person in my direct team (meaning there is not a director between them an I).
Here is an example:

When a new consultant joins, as a part of their welcome message, I ask for this information you see above with the explanation that I like to send fun mail for different occasions.
I keep a stack printed out and in my binder so they are always ready to go.
Once filled out, I file in it alphabetical order in my binder. (This makes it easy for quick reference).
Each month, during the first week of the month, I pull my binder out and can easily flip through each page seeing who has a wedding anniversary, birthday, Scentiversary (the day they joined Scentsy) or if their spouse or children has a birthday in that month. I also like to send cards for other life events (wedding, babies) and seasonal events like the start of school or Christmas.
 I list dates in numbers (I.E. 8/6/2018) so I can look for the number corresponding to the current month. Speeds up the process that much more.

I use the lower half of the file to make notes throughout the month. This could include goals, obstacles or life stuff I see going on  that I want to be able to reference next time we talk. It's important for me to know these things so I'm not asking them to say, host an open house when they're in the middle of moving.

Another convenient aspect of this binder is that I can take it and my postcard box with me wherever I am. This means that I can work in the car rider line at school, at Panera, or even just over on the couch. Because I have all of their info right in front of me, I don't have to run reports or filter through the workstation for their address and so on.

It has become one of my favorite tools for my business and I'm sharing it HERE for you to use as well, should you like. If you're looking for a better to build connection and "stickiness" between you and your team, start here. When your team feels and sees you invested in their non-business life, they will become more invested in their business life.

(The file is a Word document, so you will need Microsoft Word or Open Office to view it.)

Happy Dream Chasing!
Amanda