ASSISTANTS:
WHAT WE DO FOR PAM & MARY KAY
DAILY:
-
Tidy Up and ORGANIZE
Emails (delete junk mail/ sort through)
Receipts
PCP/tickets
TUESDAYS:
- Add up money from meeting, fill out deposit form,
enter into Accounting Unlimited Excel sheet for that
month “Money Received not from Customers”
- Make “You’re an Angel” postcards for visitors at the
meeting with postage
BEGINNING OF THE MONTH:
- Weekly Accomplishment Sheets from previous
month
o Enter Consultant’s forms for each week of the
previous month in the Excel sheet
 My Documents
 Newsletter
o Weekly Accomplishments Excel
o Transfer information from Excel to WAS
Summaries
 My Documents
 Newsletter
o WAS Summaries Word file
o Figure Ribbons for Awards Night from WAS
Summaries (Ribbons in old office closet- Pink
bin)
 Make a list of ribbons Pam needs to order
- Consistency Club for Newsletter
o figure levels of consistency from DOM
 DOM 5.1
 Reports
o Get Latest
 Continue
 Parent Unit Section
- Star Consultants
o Figured from company info- posted in
newsletter
- Terminated letters
o OH NO! I DON’t WANT TO LOSE YOU….
 My Documents
 T-Letters
o Change new products for the
month listed in text box at the
bottom of the page
o Enter in month and dates for
ordering in the current month
o Figure “T’s” from DOM
 DOM 5.1
 Reports
o Get Latest
 Continue
 Parent Unit Section
o Print out or make copies for “T” consultants
 Fold in 3rd’s
 Apply label, stamp, and return
address to outside
o tape
- Inactive letters to consultants
o My Documents
 Inactive Letters to Unit Members
o Look up inactivity level on DOM- Parent Unit
Section
o Mark level on sheet
o Fold and prepare to mail same as “T-Letters”
- Thank you for your order postcards for consultants
from previous month’s orders
o My Documents
 Postcards and Flyers
 Thank you for your order postcard
o Change month and production from past
month and add any other information Pam
wants
 It’s formatted as 2 columns- 4 postcards/
sheet and I usually delete the last 3 and
then copy and paste the new information
- Birthday and Anniversary cards
o Check DOM and marykayintouch.com for
consultants’ and customers’ b-days and
anniversaries
 Print out list for current month
 Get cards (in desk) ready for Pam
END OF THE MONTH:
- Finish up receipts for the month for Accounting
Unlimited
- Ribbons for Consultants
- Request copies of newsletter from Copymat
- Email and mail out newsletters to consultants
o Mail list (about 10 consultants) is in top drawer
of file cabinet of desk
 Before mailing to consultants:
 Go through newsletter and highlight
consultant’s name anywhere it pops
up in the newsletter
o Tape to seal it closed
o Save a newsletter for Pam
 Put in page protector and put in binder on
top shelf in free-standing closet in Pam’s
old office
o For Copymat and Consultants:
 Forward Design Team’s e-mail with final
version of Newsletter
 Delete extra info. in message from
Design Team
 Add own message
o Send e-mail
WHEN NECESSARY:
- Check inventory to make an order
o Use order sheet
 With a pencil go through inventory and
mark the quantity Pam has in stock
- Unload and put away new inventory
o Check on order invoice product received
and/or product missing
o Apply label to product (except those too small)
o Save order invoice to enter in with Accounting
Unlimited
- Help get ready for classes and Open Houses
- New Consultants
o From New Consultant’s Agreement sheets
 Enter e-mail address into Outlook address
book
 Women of Destiny
o Make file folder
 Label with name
 File in expandable file in the old
office closet
- Add name, address, phone numbers, e-mail
address, and b-day into Pam’s Black Address Book