Customer Follow-up Tracker Trello Board Template

$17.00

The Customer Follow-up Tracker Trello board template is a Trello board to help you track your customer’s purchases and your follow-up with them.

Description

Are you missing out on building relationships with your customers because you don’t have a system to remind you to follow up with them?

Let me show you how to use Trello as a follow-up tool with this Customer Follow-up Trello board template to make sure that doesn’t happen again!

What’s included in the Customer Follow-up Trello board template?

  • PDF with instructions for accessing the Customer Follow-up Trello board and how to copy it to your own account.
  • Instructions and tips to use the Customer Follow-up Trello board.
  • A customer card template with space to include your customer’s details.
  • A list to store your follow-up scripts.

 

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.

( 1 rating ) View All Ratings

No ratings have been submitted for this product yet.

The Efficient Elephant was founded to help mamas who are direct sellers and small business owners find ways to organize their business. We provide tools, tips, and resources to help you streamline your systems, giving you more time for the things that are important to you.

For the majority of the first 13 years of my son’s life, I worked 50-60 hour work weeks with an hour long commute each way. Come home from work, get dinner on the table, and get him out the door for baseball practice or his school concerts.

It. was. exhausting.

Trying to find this so called “balance” of providing for my family, actually spending time with my family, and taking care of myself enough to not have a breakdown.

Then about 3 years ago, I was fortunate to find a job closer to home. Still working long days but with a 10 minute drive home instead of an hour and 10 minutes. Life had settled down a bit and I began dating my boyfriend

….who has 3 children with his ex-wife.

….and then we got pregnant.

whoa.

One child and a housekeeper away from being the Brady Bunch.

It was around that same time that I discovered direct sales and how much I loved having something just for me. Something that gave me a purpose other than being “mom” or just an employee.

I’ve learned the hard way that there is no such thing as “balance” in the story of my life….just over here doing my best to navigate motherhood while running a business.

Fortunately, over the years, I’ve developed ways to streamline my business processes and I’ll share them here with you!

Email me: hello@angelthebooklady.com

Return Policy

I want you to be completely satisfied with your purchase. However, due to the nature of digital items, I do not offer refunds. If you experience any problems with your purchase, or have any questions, please feel free to contact me at hello@angelthebooklady.com.

customer follow up tracker trello board template
Customer Follow-up Tracker Trello Board Template
$17.00