Rodan + Fields Preferred Customer Planner Sheet


This planner and tracking sheet is a great way to keep your business organized and in check!  Use this new preferred customer info sheet to track your customers information and make sure you are keeping in touch.

This planner sheet includes fields for Customer Info: name, address, email/username, account password, PC enrollment date, replenishment/auto ship date, birthday, phone number.  Product Info: regimens ordered and/or tool ordered. A Place to make note of Wishlist Items. Checklist to send thank you note, message order update, before and after photo reminder/incentive, 45 day follow up: about auto-ship, how-to, ask for a referral, let them know how you can save up to 25% and earn an extra income.

When you purchase this instant download, you should be redirected to a window with the links to access the planner sheets.  These links will also be emailed to you.  (Please check your junk folder if you don't receive the email within an hour).  Please email me if you haven't received your links and I will send them directly to you.

You may also like this additional planner sheet to help jump start your new business partners.

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Direct Sales Business Planner Sheets



This is an instant download sized at US Letter, 8.5″ x 11″.

4 PDF Sheets included for a one-time fee of $4.99:

• Weekly Planner – Starter Page

• Weekly Planner – Social Media

• Business Launch Planner / Event Planner

• Preferred Customer Tracking Sheet.

Add this item to your cart and head to checkout.  Once payment is processed, your download will be available instantly.  Wishing you much success and organization in your business!