A comprehensive collection of forms and record-keeping tools for effective client cultivation and development. Essential for business growth, The Client Development System helps you deliver, capture and maintain valuable information that can translate into more sales, better service and an increased client base.
The 2009 Calendars Are Now Available!
The Working Binder
Divided into four parts, each part serving a different, but important function of total client development.
At the Counter
This section includes all the tools your staff needs to present information about your products and collect information about your customers.
- Key Information
Includes a generic repair list easily customized with your prices - and a place to insert documents like your core value, warranties, guarantees, etc.
- Reference Materials
Includes 34 pages of information designed to assist your sales staff in more dynamic presentations including diamonds, colored gemstones, pearls, treatments and disclosure, jewelry metals, watches, jewelry care, gift lists, and more.
Follow-Up
This section is for keeping (and monitoring) key follow-up actions with your customers.
- Pending Transactions and Projects
- Service Call Lists
- Featured Collections Lists
Planning
This section includes tools to help you organize and plan to get the highest levels of productivity in general performance and client development.
- Calendar
- Lists & Notes
- Goals & Productivity
Tools
This section includes some helpful forms to maintain flow of information and archive client files.
- Client Profiles
- Communications
The Storage Binder
A separate binder to maintain long-term records while having them accessible to reactivate at a moment’s notice. Also, a place to store additional supplies to have on hand so that your working binder remains light enough for efficient daily use. Includes:
- Instructions
- Alphabet Tabs for Storage
- Extra Forms
- Client Worksheets
- Client Profile Forms
- Special Event Forms
- 2-part Memo Forms
- Service Call Forms
- Featured Collection Forms
- Task List/Notes Forms