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Creating a Hostess Checklist

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checklist

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Everyone in direct sales wants to have a successful party. One of the keys to be successful is hostess coaching. Don’t know what it is? It means being in touch with your hostess before her party and helping her with her party to make it a success.

For me, I like checklists that remind me what I need to do so I do not have to think about it. I have seen a variety of checklists out there so it is best to find a method that works for you. Some people organize their lists by what they are doing each week before the party, others organize it based on how many phone calls they typically like to do. It is best for you to sort it out how you prefer.

The biggest benefit I find is that the checklist reminds me of things that I need to speak to the hostesss about so that I do not have to think about it or remember.

Header:

  • Hostess Name, Phone number, email address, Address
  • Date of party, Date hostess package mailed/given
  • Notes

First contact:

  • Get the header information if you do not already have it
  • Make arrangements to get the hostess package sent out
  • Go over the expectations of your hostess for the party
  • Go over any rules that you may have at your party
  • Make sure she knows how to get a hold of you
  • Discuss guest list

Other contacts:

  • Did she receive the hostess package?
  • Ask her to make a wish list based on your average party
  • Remind her of any hostess/customer specials
  • Go over how to add up any outside orders
  • Discuss payment methods
  • Call before party (typically a day or two before the event):
  • How many people are attending
  • Go over the rules again
  • Confirm the time and the address – get directions if needed

You may also want to track your after party steps on this form as well.

  • Date party entered
  • Date party delivered
  • Leads to follow up on – Parties, Recruits

For someone who is not currently doing hostess coaching, or who is looking to be more efficient, this is a great place to start.

Did I miss anything you feel is important? Please let me know in the comments

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