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5 Tools to Help You Stay Organized in Your Direct Sales Business

Starting a direct sales business can help you achieve a fruitful and fulfilling life on your terms. But to ensure business success you need to take daily steps to keep all your affairs in good order. Without proper organization, it will be very difficult to reach your goals. Poor planning and chaos can create an unnecessarily stressful and hectic work environment and daily experience. By proactively organizing your business dealings and your life outside, you will be a lot more productive and your mind at ease. You may even be able to enjoy your business endeavors.

Basic Organizational Skills

Make time to organize your direct sales business on a regular basis, schedule blocks during your day, week and month to file, dispose of, prioritize and update. In addition, consider following these simple suggestions:

  • Define clear objectives: Set definite goals for the day, week, month and annually. This will help you remain focused on the purpose of your work.
  • Plan: Schedule small projects you need to complete to reach your business goals and chart your progress. Separate your biggest jobs into smaller, more manageable tasks. Take one step at a time to avoid getting overwhelmed and discouraged.
  • Eliminate paper: Stay on top of filing, don’t let paper clutter accumulate. Allow a few minutes each day to tend to this task. You will be glad you did.
  • Maintain a daily list: Keep a list of tasks sorted by importance. Check off high-priority tasks first and work down the list, updating it regularly.

Keep your daily planner up-to-date and legible. Too many direct sales business owners try to rely on brain power. It is much easier to keep a record of what needs to be done.

  1. Time Management Tools

Time-management apps like Any.Do, EasilyDo and Wunderlist make it easy to stay on top of your daily to-do lists. These organizational tools, allow you to set up tasks and schedule reminders electronically from your phone, computer or tablet. You can generate multiple task lists and share them with relevant contacts, set priorities and receive push notifications.

Set important tasks for yourself on a daily, weekly and monthly schedule. Use time management apps to regulate your personal life. This is a great way to keep track of all your responsibilities and priorities. In addition, these tools are ideal for planning events either outside of your direct sales business or with team leaders because it is so easy to share task lists.

marGo for Direct Sellers

A reliable, user-friendly organizational resource designed specifically for your direct sales business is marGo.me. This innovative and intuitive time management tool offers email, Facebook posts, mail, sharp invitation images and voice broadcasting. Crafted with a simple design that is easy to navigate, marGo is the go-to tool for daily reminders and updates, event status, tutorials and training, and important contact information, at a glance.

  1. Organization and File Sharing Tools

Having easy access to all your important business documents should be a top priority. Keeping everything, you will ever need in one central location, available to all key players, is even better. Apps for organization and file-sharing give you the ability to monitor tasks, take notes, and save the information you search for online. These electronic tools automatically sync your phone and computer together so you always have access to your updated information from anywhere.

You can even invite others to view current projects on these apps. This works well for sharing training materials with new team members and business information with others. Images can also be stored and used for online events or for marketing purposes.

A few popular organization and file-sharing resources worth considering include Dropbox, Evernote, Google Drive, and Trello.

  1. Online Meeting Tools and Team Communication

Maintaining good communication with your team is vital if you want your direct sales business to grow and be a lasting success. These days, there are a plethora of online resources available to help you hold conference calls and webinars, that are steadily growing in popularity. If your sales team is spread out across geo-locations, an online meeting or webinar is a good way to reach your whole workforce at once without added travel expenses.

Online meeting apps can also be used to hold informational calls where business or sales prospects are invited to join in and learn about opportunities from a leading organization leader. Suggested communication and meeting tools include Free Conference Call, Fuze, Google Hangouts, GoToMeeting, Skype, and Zoom.

  1. Money Management and Business Expense Tools

File receipts, track car mileage and know what comes in and what goes out in your direct sales business. The bottom line is to always keep more of your hard-earned money than you dish out. But since expenses result from so many decisions we make every day, some seemingly inconsequential, it can be tricky to keep an accurate record of spending. It can be challenging to get in the habit of monitoring your outflow.

Keep your business expenses organized with tools and apps such as Accountable Solutions, Deductr, Expensify, Mint, QuickBooks, and TaxBot. Keep more of your money, and be well prepared at tax time.

  1. Newsletters and Marketing Email Tools

Not every direct sales business provides customers with informative newsletters, but it is a good idea to send out marketing email and monthly reminders to your loyal customers. These important communications cover such items as business opportunities and upcoming events, discounts and monthly specials, tricks and tips, product highlights, host benefits, and much more. Email and newsletter apps like AWeber. Constant Contact, iContact, and MailChimp

Business Website and Blog

Direct sales companies usually provide independent business owners an e-commerce website either for free or for a nominal fee. However, many reps want to operate an additional site or blog to share unique content and useful information with their followers and customer base. A well-organized website, that gets your message across immediately is must in the direct sales business. Blogs are widely used and very effective for sharing on social media platforms and for drumming up engagement.

Lastly, let me know your thoughts and tips for direct sales that has helped you. Leave a comment below and I look forward to hearing from you.

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About Sean Donahoe

Sean is one of the most recognized industry leaders in business and marketing. As a popular speaker, author, consultant he has helped over 50,000 students world wide find success in their businesses and has consulted with Fortune 500 companies and businesses of every size grow and thrive...

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