The Ultimate Direct Sales Planner Bundle: Plan, Track, and Grow Your Business

Running a direct sales business means juggling a lot—parties, social media, customer follow-ups, team tracking, and so much more. Staying organized is the key to building consistency and seeing real growth. That’s where the Direct Sales Planner Bundle comes in! Designed specifically for direct sellers, this planner system helps you keep everything in one place, so you can focus on what matters most—serving your customers and growing your business.

Maybe you’re asking yourself this question…

Why Do I Need a Direct Sales Planner?

Your direct sales business deserves a system that supports you every step of the way. With everything in one place, you’ll be able to:

✔ Stay on top of key business tasks
✔ Plan and track sales and recruiting goals
✔ Stay consistent with social media content
✔ Keep up with customer follow-ups
✔ Streamline party and workshop planning
✔ Effectively mentor and track your team

Let’s dive into how you can customize this planner bundle to fit your business needs!

Step 1: Choose Your Planner Size

The first step in creating your perfect planner is selecting the size that works best for you:

Medium (5×7): Perfect for on-the-go planning. Small enough to toss in your bag but still plenty of space to write.
Large (5.25×8): A great in-between option, giving you extra room while still being portable.
XL (7×9.75): Ideal for those who love to see everything at a glance with plenty of space to plan in detail. This is my preferred size for a business planner!

Step 2: Pick Your Cover Design

Your planner should inspire you! Choose a cover that reflects your style and keeps you motivated throughout the year. You’ll have different options depending on the size planner you choose, but they are all gorgeous, my friend!

Step 3: Select Your Monthly Insert

You’ll start with a monthly planner insert, which helps you map out big-picture plans, promotions, and key events. Choose from:

Dated (January-December, lined or unlined)
Dated (July-June, lined or unlined)
Undated (for full flexibility!)

Step 4: Customize with Three Business Inserts

Here’s where you tailor your planner to fit your business. Choose three additional inserts that align with your workflow. As part of the bundle, you can choose from:

Direct Sales Weekly (Lined or Unlined)

Plan out your weekly schedule, tracking tasks like follow-ups, events, and content planning.
I definitely recommend having a weekly insert, but if this one doesn’t work for you, you can always add more to your cart after you build your bundle. 😉

Direct Sales Goals

Set and track your sales, recruiting, and personal development goals. Keep yourself accountable and celebrate milestones.
If you’re working on setting goals, you might want to check out this article: Transform Your Goals into Achievable Actions: A Step-by-Step Guide

Social Media Planner

Map out your content strategy for Facebook, Instagram, and other platforms. Plan posts, track engagement, and stay consistent!
Don’t be afraid to customize it to make it work for you! Only plan out a couple of channels? No problem! Use washi tape as a divider and use a single page for multiple weeks of planning!

Direct Sales Parties

Keep all your party details in one place—host information, guest lists, themes, orders, and follow-ups.
This is a great way for you to also be able to track how your parties are going and see if changes you’ve made have a positive impact on your overall party performance!

Workshop Planning

Organize the details for your online or in-person workshops, including talking points, attendee lists, and key takeaways.
Are you taking a more educational approach to your “parties”? Then check out this workshop insert! From the creation of the content to the execution of the teaching, this insert has you covered!

Grade Tracker (Customer Orders & Follow-Ups)

Track customer purchases and follow-ups so you never miss an opportunity to provide great service.
This is another must-have for my direct sales planner! I use it to track customer orders, my follow up history with them (e.g. did I do my 2-2-2 follow up?) and a high level of what items they ordered so that I can do better with my follow up! For example, if they ordered jump bands, I might include a video of how to use those jump bands in their planner as part of my communication with them.

Customer Contact Tracker

Keep all your customer details in one spot—birthday reminders, past purchases, and follow-up notes.
Another good option for keeping up with what you have talked with your customers about!

Direct Sales Team Tracker

If you’re building a team, this insert helps you track team member progress, mentoring notes, and coaching sessions.
This insert tracks your teammates for a full year so you can see that growth! Highly recommended for tracking those business builders on your team!

Step 5: Add a Magnetic Clip

A magnetic clip keeps everything secure and makes it easy to mark important pages. Choose a style that matches your planner! This is my absolute favorite accessory and a must-have for your planner! You might even want to add a couple more to your cart.

Ready to create your perfect planner bundle? Grab yours today and take control of your direct sales business!

Want a full walkthrough of the Direct Sales Planner Bundle?
Check out this week’s YouTube video where I go in-depth on how to build the perfect planner for YOUR business needs! Watch Here