After falling in love with the Hipster PDA and Levengers Shirt Pocket Briefcase,I started becoming more and more dependent on 3″ by 5″ index cards. They are great for note taking on the go and keeping organized at my desk, so I naturally started thinking of ways to use the cards to automate my sales process. From this, the “3X5″ was born. I may not be the first person to use index cards in this way, but I do think a lot of salespeople will find the system easy to use and very effective.
You will need the following items to create your own 3X5 sales tool. I found everything I needed at my local Staples and everything cost me around $25.00.
* A box to store the index cards
* Monthly 3″ by 5″ index tabs
* Daily (1-31) 3″ by 5″ index tabs
* Alphabetical 3″ by 5″ index tabs
* A ton of white ruled 3″ by 5″ index cards
* A bunch of colored 3″ by 5” index cards
* A small case to carry cards in your pocket
Once you have purchased the required supplies, you can organize your 3X5. For the sake of simplicity, let’s...
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