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Organize Your Direct Sales Business — Like A Boss!

If you work a full-time job, have small kids at home, or just basically live a busy life, keeping your Direct Sales Business organized can sometimes be a real challenge.  And if you tend to procrastinate, then there are times when you’re probably feeling totally out of control.

Here are 4 things to help you organize your Direct Sales business – like the boss you are!

#1:  Touch your business 30 minutes every day 

I love the quote by Creighton Abrams:  “How do you eat an elephant? One bite at a time.”

The same is true with organization.  By touching your business just 30 minutes a day, it will help keep you focused and ensure that you get the most important tasks done.  For example:

  • if you work full-time, consider getting up 30 minutes earlier to work on your Direct Sales business.
  • if you have small kids at home, work off your smart phone or tablet while your kids are eating breakfast.  (At this hour of the morning, mine were always half-asleep anyway!)  At the very least, this will free you up to be really present with them as you move into the play time hours.

The advent of social media allows us to communicate with our customers & team in ways we couldn’t do even 5 years ago.  You can now:

  • post in your team or customer private Facebook page,
  • provide customer care follow-up via private Facebook messages or texts,
  • place orders on-line via your company website

You can do all these things and more — and they don’t require you being dressed or (as my mom used to say ) “presentable.”   Take advantage of social media and let it work for you!

By doing critical, money-making tasks first thing every day, you can be assured you have the important things done in case your day takes a sideways slant.  *Ü*

BONUS TIP:  make a list of all the things in your business that you can do in less than 10 minutes, especially those items that you need to do every day.  Then before you go to bed at night, make a list of the items you need to get done in your 30-minute morning routine.  This list will also come in handy if you find yourself with another extra 30 minutes during your day!  *Ü*


#2:  Use Google Calendar

I am a huge, huge, HUGE fan of Google Calendar.

  • it’s free
  • it’s easy to use
  • it sync’s across all of your mobile devices

If you’re like most Direct Sellers, you wear a lot of different hats — you’re a mom, a wife, an employee, a chauffeur, and the boss & CEO of your own business.  Keeping that all straight can be a challenge.  (I don’t need to tell you that, right?)

Google Calendar allows you to have multiple calendars for all phases of your life, allows them to all be color-coded & pretty, reminds you when you need to do something, and allows you to share all of this with others in your life.  And did I mention that it’s free?

I even use Google Calendar to organize my blogging Editorial Calendar.  I’ve learned to break down my blogging steps and then batch & schedule them on my Google Calendar.  (More on this below.)  I have saved HOURS by setting up this system – it really does work.


#3:  Use Trello

Trello is my new best friend!   It functions like Pinterest in that it’s very visual and is organized into boards.  And best of all, it’s free!

Like Google Calendar, it syncs across all of your mobile devices.  You can have group boards, which will allow you to work with your team on specific projects – or create & organize a training center, right in Trello.

You can organize your customers, your downline, your follow-up system, your taxes – just about anything you need to organize, you can do with Trello.

I think of Google Calendar as my Time Management tool and Trello as my Organizational Management tool.   In tandem, they are a dream team!


#4:  Batch Your Work

This isn’t a new concept, but for some Direct Sellers I work with, it’s a revelation!   Batching simply means breaking the big tasks you have into small manageable tasks and then doing them all at one time.

Let’s say you want to be more consistent about posting to your Blog.

Blogging requires several steps:   figuring out what to blog about, choosing your keywords, writing the blog post, having pictures that will promote your post on both your blog and social media.  (And depending on where you post on social media, this will require one size photo for your blog theme, another for Pinterest, and still another for Instagram, Facebook and Twitter.)

Instead of trying to do this process for each blog post, try batching:

  1. determine your next 5 blog posts – what their topic will be
  2. outline your main points for all 5 blog posts
  3. choose keywords for all 5 blog posts
  4. create graphics for all 5 blog posts, in all the different sizes you need
  5. write all 5 blog posts
  6. review all 5 blog posts (grammar and spelling) and schedule

Some of these steps will take you 15 minutes, others will take you 3 hours.   Use Google Calendar to block out “batches” of time to work on all of those steps.   By the time you hit that “schedule” button on your blog post, you won’t feel as overwhelmed, I promise you.


Putting It All Together

  • Work your Direct Sales business at least 30 minutes every day.  By giving it focused attention, you’ll be amazed at how it can thrive and grow.
  • Organize your Direct Sales business  around the rest of your life.  Use Google Calendar to “drag & drop” your schedule as  it changes & challenges dictate.
  • Keep all of your important information in one place.  Use Trello to coordinate all of your shopping lists, customer lists, contact lists, tax records, health records, etc. across all of your electronic devices.
  • Batch your work.  Eat that elephant by breaking down all of your tasks into small steps and then grouping like steps together.  You’ll save time, energy, and a lot of mental wear & tear as you learn to batch and build systems that flow.

I’d love to know if you have other ways that help you organize your Direct Sales business.  Leave a comment below -I’d love to hear from you!

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