Organize your direct sales business with these 9 planner sets!
INCLUDED
1. Direct Sales Planner (EDITABLE) http://etsy.me/1RacUE8
2. Budget planner (EDITABLE) https://etsy.me/2Wt3L4o
3. Etsy Sellers Kit/business planner http://etsy.me/1MykCc4
4. Tax Planner (EDITABLE) http://etsy.me/1OoEykU
5. Craft & Hobbies http://etsy.me/1RGHINY
6. Blog Planner http://etsy.me/1jxJyEX
7. Craft show planner (EDITABLE) http://etsy.me/2eVYSgx
8. Party Planner (EDITABLE) Hot Pink http://etsy.me/1LKO4GL
9. Party Planner (EDITABLE) Blue http://etsy.me/1LKO4GL
70% OFF than if you were to purchase each set individually!
You will receive each set in the colours shown above. To purchase this bundle in one colour (e.g. all sets in pink), visit the online store http://www.allaboutthehouseprintables.com.au/direct-sales-business-planner-bundle/
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>>> DIRECT SALES PLANNER (150 pages - EDITABLE) http://etsy.me/1RacUE8
- Cover Page & Spine (this can be personalised with your choice of text, just mention your cover wording in the notes to seller when checking out e.g. Taylor's Direct Sales Planner')
- This belongs to page
- Dividers (34) – Contacts, time management, Finances, products, parties, business cards, clients, Catalogues, Miscellaneous, Marketing, Goals, Personal, Inventory, Orders, Income, Expenses, Calendars, To Do, Weekly, Receipts, Coaching, My Team, Notes, Tax, My Business, Hostesses, Sales, Customers, Week 1, Week 2, Week 3, Week 4, Week 5 (have so many parties you can’t keep up, organize documentation by week to help you find it easier, also good for weekly goal setting, organizing to dos ect .),
- January to December Dividers (12 pages - writing is on the side so you can easily find what month you are looking for)
**TIME MANAGEMENT**
- 2 page calendar - Sunday and Monday start versions are included (4 pages total)
- 2 Page Weekly planner - Sunday and Monday start versions are included (4 pages total)
- To do checklist
- Monthly to do checklist (blank and filled in – 2 pages)
- Daily Planner
- Undated perpetual 12 month calendar (landscape orientation - 12 pages)
- Weekly planner lined (portrait) – Sunday and Monday start versions are included (2 pages total)
- Weekly planner checklist (portrait) - Sunday and Monday start versions are included (2 pages total)
**GOALS**
- Business Ideas
- Goal planner
- Goals
- My Progress (2 pages)
- Important Dates
**PRODUCTS**
- Inventory
- Giveaways summary
- Giveaways
- Mail tracker - 2 versions
- Free Products
- Replacement orders
- Missing items
- Catalogues
- Samples and Display Inventory
- Wish list
- Re-orders
- Backordered Items
- Backorders
**PARTIES**
- Comprehensive 13 page party checklist - use all of the pages or only those that you need - includes: guest list, before the party countdown to do lists, information about the hostess and a plan for the party, samples put out at parties and when need to be restocked as well as a review including what worked, what didn't work ect., party summary including expenses, sales, recruits, bookings ect. I recommend using in conjunction with the contacts pages, notes page, the wish list and any other pages that work for you
- Follow Ups - Hostesses (2 pages)
- Customer Information
- Upcoming Events
- Event summary
- Mileage tracker (portrait page orientation)
- Mileage tracker (landscape page orientation)
- Income log - can be used weekly, monthly ect.
- Direct Selling Expenses - (2 pages - blank & filled in)
**CONTACTS**
- Team Contacts
- Hostess contacts
- Lead contacts
- VIP Customers
- Potential recruits (summary contacts page)
- Potential hostesses (summary contacts page)
**COACHING**
- Potential Recruits Checklist Summary – blank + filled in - landscape page orientation - 2 pages)
- New Consultant Checklist – (blank and filled in – 2 pages)
- New Consultant
- Consultant Inf
**MY TEAM**
- Team Meeting Notes
- Team Meetings summary
- Team Recognition
- My Team
- Team Coaching
**SALES**
- Bookings
- Returns
- Order invoice (1 page for up to 8 items and an add on page for larger orders - 2 pages)
- Sales Record (landscape page format)
- Orders tracker
**BUSINESS**
- Lined notes page
- Password Log
- Supplies list - blank and filled in (2 pages)
- Direct selling tips - keep a running list of tips, game ideas ect. you get from other consultants or ideas you come across on the internet, from coaching sessions ect.
- Social media calendar
- Newsletter Subscribers
- Gift Certificates
- Shopping lists (2 pages)
- Hobby or business?
- Vendor Shows
- Vendor Shows - Landscape (summary page if you do a lot of vendor shows)
- Direct Sales Expenses by month (landscape, 2 pages) – record the totals for each month
- Spending Record (landscape)
- Spending Log
- Tax – Record your income (e.g. parties, wholesale, blog ect.), deductions and tax paid to determine your after tax income
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>>> ETSY SELLERS KIT/BUSINESS PLANNER (29 Sheets - NOT editable) http://etsy.me/1MykCc4
- Personalised cover and spine (in 3 sizes to suit any binder) - leave a message in the notes to seller with your choice of text (personalised cover sent within 48hrs)
- Business Goals
- Item Cost Worksheet
- Monthly Profit and Loss
- Supplies
- Product Planner (2 sheets)
- Week at a glance in 30min increments
- Product Inventory
- Product Price Index
- Advertising and Marketing
- How much should I sell my item for?
- Monthly Work Schedule
- Monthly Plans
- Etsy and PayPal Fees
- Work Daily Time Planner
- Sales Log
- Newsletter Subscribers
- Weekly Time-Keeping (2 sheets perfect for binding into a notebook)
- Weekly Work Planner
- Work To Do List
- To Call List
- To Email List
- Day Planner
- Custom Order Form
- Sales Record
- Online Auctions
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>>> CRAFT SHOW PLANNER (100 pages planner (- EDITABLE) http://etsy.me/2eVYSgx
- Cover and Spine - 3 different phrases: Craft Show Planner, Trade Show Planner, Markets Planner
- 'This belongs to' page in case you lose your planner
- Annual craft show planner – at the start of the year, record all of the craft shows you could or intend to attend, as well as the date they are held to help you plan when you need to start making inventory, marketing etc.
- Countdown to markets - (4 pages) pre-filled with all the tasks you need to do before your show including marketing, products, stall/booth planning etc. - there is space to add a few more of your own tasks as well
- Countdown to markets (4 pages – weekly countdown with blank checklist - so you can add tasks unique to your business)
- Show Checklist – for to do’s, supplies, products to make etc. (blank - so you can add tasks unique to your business)
- Show sales log – keep a running tally of items as you sell them, then total up so you can calculate inventory remaining, make sure nothing was stolen, and determine revenue by products, so you can see which products are your top sellers and where you should focus your time & energy
- Order form (if you only want to purchase this printable and not the entire craft show planner, it's also available separately here: http://etsy.me/2eBgv3S )
- Inventory (portrait and landscape page orientation versions) - 2 page total
- Babysitter notes – leave this with the babysitter (or your spouse, aunt, grandparent etc.) wile you’re attending the craft market, trunk show etc. (2 pages)
- Shows research (2 pages)
- Newsletter signup sheet - great way to increase your chance of sales after the market/show has ended
- Show marketing plan – before, during and after the show as well as a review of what worked and didn’t work
- Insurance policies – compare when choosing insurance policies and keep track of when your insurances expire
- Flight info - if you're flying to the event, keep track of your travel info on this page
- Stall/booth layout – plan your booth and each table (including what products and display items will be on each) (2 pages)
- Price list with columns for product, SKU code and price (doubles as a products you're taking with you list)
- Holiday prep checklist (filled in and blank versions - 2 pages)
- Potential wholesalers - if you find other sellers at the markets that you want to purchase wholesale from, keep track of their details on this page
- Potential retailers - if you connect with other sellers at the markets that want to stock your products, keep track of their details on this page
- Spending log – one page to keep a running track of expenses
- Spending log – categorized – 1 page per type of expenses e.g. marketing, display and booth set up, product supplies and miscellaneous (to record transport, hire costs, insurance, staff wages costs etc.) (4 pages)
- Show expenses - includes space to record budgeted and actual amounts spent - transfer your totals from the spending log to this page
- Show expenses (categorized) - 2 pages includes space to record the budgeted and actual amounts spent - transfer your totals from the spending log to this page to track how much you actually spend and if you need to budget more or less for each expense category
- Customer feedback - have customers fill this out, or write notes when you return home (or if there’s a lull in sales while you're at the craft show) to keep track of feedback on your products. This could include: size, color, style, shape, quantity e.g. do people want more colors than you currently offer? That's a good indication of what products you should be making next
- Lined note paper
- Weekly time tracker (2 page portrait orientation in half hour time increments with a to do check list for the week) – so you made $2,000 at your last craft show - but how much time did you spend? Keep track of where your time went (from planning through to sending orders after the show) to see if it was actually worthwhile for the amount of time involved
- Supplies checklist - checklist of everything you need to take to a craft show/market etc. - there's also space to add your own times to bring unique to your shop
- Supplies to order (for products) – supply, where from and a column to check off when purchased (so you don't accidentally order the same item twice)
- Shipping cost/freight cost comparison
- Pre-orders sign up list - one page for all products
- Pre-orders sign up list - use one page for each product that customers can pre-order
- Waiting list sign up sheet (for out of stock products) - one page for all products
- Waiting list sign up sheet (for out of stock products) - use one page for each product that customers can pre-order
- Shows review - keep a summary of all of the shows you attended to help you determine which ones made a lot of profit, which weren't worth the time invested and which aren’t worthwhile returning to next year
- Shows - year in review - record which shows were your least and most profitable, what strategies worked and didn't work and what you'll do differently next year
32 DIVIDERS
- Booth layout
- Stall layout
- Expenses
- Orders
- Custom Orders
- Pre Orders
- Wholesale
- Retailers
- Contacts
- Insurances
- Products
- Supplies
- Checklists
- Inventory
- Receipts
- Marketing
- Products
- Catalogues (Catalogs spelling version also include)
- Samples
- Transport
- Time tracking
- Sales
- Year in Review
- To do
- To Order
- Price List
- Miscellaneous
- Notes
- Before craft show
- After craft show
- Before markets
- After markets
- 12 months of the year dividers (January, February, March etc.) - text is on the side so you can easily find the month you're looking for when flicking through your planner
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>>> TAX PLANNER (222 Pages - EDITABLE) http://etsy.me/1OoEykU
222 PAGES INCLUDED:
- Cover and spine that says 'tax Planner'
- Preparing for filing taxes – 4 page checklist
- Page 1 includes everything needed to file taxes, preparing to file including goal due dates so you file on time, what to do after you file, record of quarterly taxes paid
- Page 2 – checklist of categories of income and expenses – use 1 page per person e.g., one page for you and 1 page for your spouse
- Page 3 – Information outstanding (keep a list of documents still needed in order to prepare filing – avoid visiting the accountant multiple times or annoying them with numerous emails – which will also mean you are charged more!) – use 1 page per person e.g., one page for you and 1 page for your spouse
- Page 4 – checklist to record to do’s before filing (blank so you can enter things specific to you, your business, your family etc.) – use 1 page per person
- Tax deductions checklist – blank checklist for you to list all the deductions you claim year after year – then just print and check them off and re-use year after year
- Tax deductions checklist – master (10 pages) – 1 page per type of expense (9 main categories) plus 1 page to list things you can’t claim. These are very helpful lists that can be re-used year after year (plus the pages in this planner are editable so you only need to add the items once and can update if required!) – perfect if you have a lot of items to claim and file receipts by expense category - keep this as a master list of tax deductions you claim each year (this sheet is ideal if you have a business or part-time income in addition to your day job/have a lot of items to claim and don’t want to accidentally forget anything!) Blank so you can fill in those items relevant to you and the tax laws of the country you live in.
- Tax deductions categorised – same as above but 2 categories per page (if you don’t qualify for many tax deductions these are good summary pages) – also includes a blank page for you to add your own categories! (5 pages)
- Donations tracker
- Mileage tracker (portrait and landscape page orientation – if you want a bit more room to write (2 pages)
- Estimating Taxes – use this sheet to fill in all your income and expenses. I recommend using last year’s taxes as a baseline. Enter your income less the total deductions from each category on the tax checklist to determine how much tax you are likely to have to pay this year, then convert this into an estimated monthly taxes payable to assist family budgeting (or for your business). Avoid a nasty debt due notice you haven’t budgeted enough for! (includes both $ and pounds versions)
- Tax – list all income and deductions to give an after tax total (simpler version of the above page)
- Tax savings or payments – use this to record either money you set aside periodically in preparation for when taxes are due, or to record tax payments when you make them.
- Tax budgeting - You can use this page weekly or monthly depending on when you do your budgeting/book-keeping. A great sheet to use to ensure you’re setting aside enough money to avoid a nasty tax debt you can’t afford!
- Accountant comparison – compare fees, what’s included, turnaround time etc. to help you choose the right accountant
- Estimating deductions
- Questions for the accountant
- Reimbursed expenses (portrait and landscape page orientation - 2 versions - one with expense category and one without)
- Account info – keep your bank account details handy – you’ll need them when filing your taxes!
- Income tracker (includes a section to record by category id you have multiple income streams)
- Recurring expenses (2 pages) – keep track of which expenses are recurring and when they’re due each month (helps you budget and also determine how much you can tax deduct) - you can plan all 12 months of the year on 2 pages
- Subscriptions and memberships tracker
- Wish list – perfect for bloggers & business owners. Keep track of items you want to buy and if you need some extra tax deductions just consult your list. It will also help you prioritize those that you want the most as you can see what other investments you’re trading off by choosing one and not another (there’s a column for you to record whether it’s a low, medium or high priority)
- Travel expenses – record any tax deductible travel-related expenditure such as accommodation, food, conferences & seminars entry fees, transportation etc. There’s also a column to record whether you’ve tax deducted it or been reimbursed by your employer. If the expense incurred while travelling is something you can’t tax deduct or be reimbursed for, I recommend still recording it on this page and you can then transfer it to your normal budget. If you need a weekly or monthly budget printable, the tax planner coordinated with the finance binder or the updated budget binder.
- Work expenses – same as the travel expenses page but for work expenses
- Vehicle expenses – same as the travel expenses page but for vehicle expenses
- Education expenses – same as the travel expenses page but for education expenses
- Property expenses – same as the travel expenses page but for property expenses and without the reimbursed column (as these are not expenses paid by your employer)
- Blogging expenses – same as the property expenses page but for blogging expenses
- Children-related expenses – same as the property expenses page but for children-related expenses
- Business expenses – same as the property expenses page but for business expenses
- Miscellaneous expenses – same as the property expenses page but for miscellaneous expenses
- Travel expenses v2. - Same as the other travel expenses page but in landscape page orientation if you need more room the write, there’s also an extra column to record category (e.g. accommodation, transportation etc.) if you travel frequently and have a lot of travel expenses
- Insurance Info– keep track of health, home, business, vehicle and any other insurance policies you might have – will need the medical when filing taxes and can tax deduct e.g. insurance on an investment property
- Due dates (12 months at a glance on the one page) to record when things are due and remind yourself to update your taxes – it’s blank so you can add due dates relevant to the tax laws of your country
- Tax Resources - use this page to record websites you’ve found helpful with tax information, tax laws, what you can and can’t claim, or even just the website where you purchase file tab labels from etc.
- Notes page – lined – use this for anything you like!
- Filing tab labels (2 pages – see list below). If you want to choose your own tabs, a blank editable (in Microsoft Excel) version can be purchased here:
COVERS, & DIVIDERS
- Covers and spines – 2010 taxes through to 2020 taxes (get your past year’s tax binders in order and be ready for the coming years!). Also includes 2010 – 2011 Taxes for those who live in countries where the tax year runs on the financial year (22 covers and spines in total)
- Monthly receipts dividers – January to December (12 pages) i.e. January Receipts, February Receipts etc.
- January – December Income & Expenses (12 page) i.e. January Income, January Expenses, February Income, February Expenses etc. - these have the text on the side so you can easily find what you’re looking for when flicking through your binder or planner!
- January to December – 2 styles – side text and centred text like the main cover (24 pages)
OTHER DIVIDERS (96 pages)
• Income
• Expenses
• Accountant
• Receipts
• Mileage
• Reimbursements
• To file
• Important documents
• Proof of identify
• Employment information
• Business expenses
• Bills
• Utilities
• Insurance Policies
• Travel expenses
• Taxes
• Part Year Taxes
• Bank Statement
• Depreciation
• Office supplies
• Mortgage
• Debt
• Credit Card
• Retirement Fund
• Vehicle
• Medical
• Education
• Investments
• Dividends
• Invoices to pay
• Paid Invoices
• Mom
• Dad
• Child Expenses
• Blogging
• Work
• Miscellaneous
• Property
• Donations
• Subscriptions
• Tax Deductions
• 30 day overdue payments
• 30 day overdue income
• 60 day overdue payments
• 60 day overdue income
• 90 day overdue payments
• 90 day overdue income
• Bad Debt
• Invoices
• Superannuation
• Investment Property
• Shares
• Health Insurance
• Business Insurances
• Personal Insurances
• Vehicle Insurance
• Can’t Claim
• Business Income
108 FILING TAB LABELS (for a binder, filing folders, filing cabinet etc.)
PAGE 1
• 12 months of the year
• Income
• Expenses
• Accountant
• Receipts
• Mileage
• Reimbursements
• To file
• Important documents
• Proof of identify
• Employment information
• Business expenses
• Bills
• Utilities
• Insurance Policies
• Travel expenses
• Taxes
• Part Year Taxes
• Bank Statement
• Depreciation
• Office supplies
• Mortgage
• Debt
• Credit Card
• Retirement Fund
• Vehicle
• Medical
• Education
• Investments
• Dividends
• Invoices to pay
• Paid Invoices
• Mom
• Dad
• Child Expenses
• Blogging
• Work
• Miscellaneous
• Property
• Donations
• Subscriptions
• Tax Deductions
PAGE 2
• January – December Receipts
• January – December Expenses
• January – December Income
• 30 day overdue payments
• 30 day overdue income
• 60 day overdue payments
• 60 day overdue income
• 90 day overdue payments
• 90 day overdue income
• Bad Debt
• Invoices
• Superannuation
• Investment Property
• Shares
• Health Insurance
• Business Insurances
• Personal Insurances
• Vehicle Insurance
• Can’t Claim
• Business Income
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>>> BLOG PLANNER (30 sheets - NOT editable) http://etsy.me/1jxJyEX
- Personalised cover and spine (in 3 sizes to suit any binder) - leave a message in the notes to seller with your choice of text (personalised cover sent within 48hrs)
- 12 Month Perpetual Calendar (12 pages)
- Advertising and Sponsors
- Blog Contacts
- Blog Expenses
- Blog Improvement Ideas
- Blog Posts Plan of Action
- Blog Post Planner
- Blog Post Topics
- Blog Projects
- Blog Statistics
- Blogging Schedule
- Blog Series Planner
- Blog Planner
- Monthly Plans
- Note Paper
- Blog Giveaways
- Password Log
- Social Media Schedule
- Weekly Blog Planner
Read more about it here http://www.allaboutthehouseprintablesblog.com/printable-chevron-blog-planner/
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>>> CRAFT & HOBBIES (22 Pages) - not editable) http://etsy.me/1RGHINY
- Craft Planner Cover and Spine (I can personalise this with any text you like, just leave a message in the notes to seller)
- Craft Room Layout Ideas (2 pages)
- Craft Supplies Inventory
- Favourite Blogs
- Favourite Stores
- My DIY Projects
- My Projects
- My Sewing Projects
- Online Shopping Record
- Organisation Checklists
- Organise Your Craft Room
- Project List
- Project Planner (2 pages)
- Scrapbooking Projects
- Sewing Project Planner
- Shopping List
- Subscription & Membership Planner
- Weekly Project Planner
- My Favourite Etsy Stores
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>>> PARTY PLANNER (14 sheets - EDITABLE) http://etsy.me/1LKO4GL
- Party Planner Cover Page (3 styles) and spine (in 3 sizes to suit any binder)
- Party Schedule
- Party Planner
- Party Guest List
- Party To Do List (2 sheets - Blank & Filled In Versions)
- Party Menu and Shopping List
- Gift List
- Children's Party Budget (2 sheets)
- Party Budget (2 sheets)
- Lined note paper
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EDITABLE DOCUMENTS
- When you open the file there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
- You can still print and hand-write on the sheets (the blue boxes won't appear on your printed copy)
- The fillable font is helvetica in black
- The checkboxes are not editable. The sheets are intended for filling out on your computer and checking off by hand
- For copyright protection, the layout of the documents, including existing text cannot be changed
- The binder covers and spines are not editable
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PLEASE READ
All printables are in PDF format. You will need to download adobe reader (it's free!) http://get.adobe.com/reader/ The pages are A4 size. They can be printed at letter size, half size, A5, junior arc size, Filofax, personal size, Erin Condren planner size or any other size you like – please see this post from my blog for printing instructions: http://allaboutthehouseprintablesblog.com/faq/printing-tips/
There are 2 copies of each sheet allowing you to do 2 per page page printing then cut in half for half size pages, or you can do duplex printing. The pages are set to be full bleed (select 'borderless' in your printer menu). If your printer cannot do borderless printing, the pages will print with a thin white border. See http://www.allaboutthehouseprintables.com.au/printing-tips/ for printing tips.
Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.
The watermarks will NOT appear on your copy. Watermark refers to the greyed out (c) AllAboutTheHouse and web address which appears diagonally multiple times over the top of the planner pages as shown in these preview images on my blog: https://www.allaboutthehouseprintables.com.au/blog/direct-sales-planner-editable/ The very small copyright text at the bottom of each planner page is not a watermark. These appear on each planner page for protection of my intellectual property - you will NOT be able to remove this.
Please note that this is a digital product and no physical product will be sent. After payment is received, you will recieve an automatic email (to the email address you have listed with Etsy). In that email will be a link to the download page.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
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All sheets are (c) All About The Househttp://www.etsy.com/shop/AllAboutTheHouse
Digital scrapbooking store: https://www.etsy.com/au/shop/PaperCravings
Online store: http://www.allaboutthehouseprintables.com.au/
Online store blog: http://www.allaboutthehouseprintables.com.au/blog/
Shop blog: https://allaboutthehouseblog.wordpress.com/
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***CUSTOMER REVIEWS***
'Wonderful product!!! There are so many options included with this planner that you just will not find anywhere else. It is more then worth the money. I am so glad I purchased this! I can't wait to see what it will do for my business!'
'It comes with so many options that this will work for everyone's. I am only using 1/3 of the templates but I'm glad I have the other pages templates in case I need them in the future as my company grows!'
'LOVE all the different documents that are included in this kit! Thanks for simplifying my job!'
'Huge printable. Great for 31 consultants'
'I love this so much!!!! It has really helped me stay organized!!!'
'Love the images and the quantity of different style sheets available. The direct download is awesome too!'
'Very helpful, love all the layouts and designs!!'
'Great - Exactly what I needed'
'Works great for my advocare business!'
'Everything I could possibly think I need and more!! Extremely happy with purchase! I'll be buying more for other things!'
'A wonderful way to keep my business and life organized!'
'Exactly what I need for my new consultant gig!'
'Quick and friendly seller! Thank you.'
'Quick and easy...just what I was looking for!'
'5 Stars!'
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Copy and paste this URL into your internet browser to learn how to make your own printables >>> http://buildabiggeronlinebusiness.teachable.com/p/how-to-make-printables-in-photoshop