Friday, January 31, 2014

Direct Sales Planner: Instructions for Printing, Assembling and Organizing

Are you a small business owner {specifically in Direct Sales} looking for the perfect planner to help you organize your business? Then let us introduce you to our printable Direct Sales Planner, which we are offering in two sizes!!

My ultimate goal when creating our Direct Sales Planner was to make it cost effective to print and functional to use. I am one of the biggest Printable Junkies out there and I love paper, but our planners and binders can only hold so much. Deciding which printables to include in this set was difficult, but I think you will see that we have covered all of the essentials. Like:

Monthly & Weekly Pages

Personal & Team Monthly Goals & Overview
Order/Profit Tracker
Gift/Giveaway/Discount Tracker
Mileage Tracker
One-Page Party Planner & Summary

Yearly & Monthly Expense Trackers
Contact Pages for Consultants, Hostesses & Leads

2017-2018 Overview
Password Tracker
Replacement/Missing Items Log
Additional Blank Cover Page

So the hard part is done for you…this set includes everything you will need to organize your Direct Sales business. But the next step is deciding which type of planner or binder to put your pages in! There are quite a few options…some of which you may already have in your own home.

For example, if you choose our Large Direct Sales Planner, you can use any standard 3-ring binder. Target has some fun options for as little as $5.

But, if you are looking for something a little more portable with your Direct Sales Planner, you can also select our Small option {page size 5.5" x 8.5"}. These pages will fit in a Mini Binder, which you can also find at Target or The Container Store, or you can try one of my favorite systems, the Arc or Martha Stewart Discbound from Staples.

Martha Stewart Home Office™ with Avery™ Discbound Notebook, Blue, Textured, 6-1/2in. x 9in.

The Small is great for carrying around in a purse or bag and the colors look perfect in my MS discbound cover.

But you also can't beat the writing space in the Large. Also, because most documents from your company will be on standard 8.5 x 11" paper…you can simply punch them and add them to your planner, rather than having to resize them for the small. But here is a little size comparison so you can see the difference:

Once you decide on a size and download your PDF file, it's time to PRINT! Here are some helpful tips and instructions:


All of our planner sets are designed to be printed Borderless {or full bleed}, which means that the color goes right to the edge of the paper. Some printers do not have a borderless option and if that is the case for you…it's no problem. Printing with a border will not affect the functionality or design of the planner…it just means there will be a thin white border around your pages.

But if your printer does support borderless printing, here is how you can change that option in both Preview {for Mac users} and Adobe {for all users}.

For Adobe: When your print screen opens, be sure to select "Actual Size" first and then click on the "Page Setup" button.

In "Page Setup" you can select paper size and if you computer supports borderless printing, you will see an option for it in the pull down menu.

In most cases, you will need to select these options each time you go to print in Adobe.

For Preview/Mac: When your print screen opens, you will want to click on "Paper Size" and scroll to Borderless 8.5x11 in.
Please note that as soon as the Borderless option is selected, most printers will default to photo paper. Although the print quality of the photo paper is beautiful and vibrant, it uses quite a bit of ink and takes 3 times as long to print. So AFTER selecting borderless, click on "Preview" and scroll to Paper Type/Quality.
From here you can change the paper type to plain paper or card stock and select the quality. "Normal" is usually perfect but if you find that the grays in your planner are coming out a little light, you will want to select "Best" quality.
So now that you know how to print borderless, it's time to decide how you want to organize your planner. Before you can decide how you want to print the pages, you need to figure out where they are going. Do you want to have your planner bound? Are you going to use a planner or binder with tabs? And if so, what will your categories be? This is always a challenge, so I thought I would put together some common tabs that I have seen in other Direct Sales binders:

Calendar: File your monthlies, weeklies, 2017-2018 Overview and any other calendar or schedule your company provides in this section. Our Large planner is the easiest to print and doesn't require many instructions. You simply print your pages front-to-back {borderless} in the order you would like them. This will require you to print one page at a time because of the flexibility of the planner and pages.

Our Small planner pages, on the other hand, can be a little tricky because they are designed two-to-a-page and need to be printed front-to-back. Also, once they are printed, the pages will need to be cut down the middle. Once you understand how order works, you can get creative with how you want to organize your pages but for the beginner…here are some tips to help you out.

Printing your Monthlies and Weeklies like this will give you the flexibility to decide if you want your weeklies to follow your Month, or if you want your Monthly and Weekly pages in different places in your planner. Some like to include their weekly pages under their "Party" tab, while others like to have them follow their monthly. The choice is yours :-)

Products: The Products tab is a great place to store your product catalogs, as well as pricing sheets and inventory {if you keep one}. Your company will most likely provide all this for you.

Parties: Your Parties section can be a place to store your Party Planner & Summary pages, Your Gift/Discount/Giveaway Tracker, Replacement/Missing Items log and even your Hostess contacts page. TO PRINT ALL OF THE OTHER PAGES IN THIS PLANNER, you simply run them front to back with each other as many times as you want. This goes for the Small and Large pages.

Team: Having a "Team" section in your planner is a great way to organize your consultants or designers. This section could include your Consultant and Lead contacts, your Goal Pages if you choose not to include them with the calendar pages, Note pages for ideas and team building, and of course any other team documents your company provides.

Finances: A Finance or Money section is a must in your planner. It is the perfect place to keep your Yearly and Monthly Expense Trackers, Mileage Tracker, Order/Profit Tracker, etc. 

Contacts: If you prefer all of your contacts in one location instead of spread throughout your planner, this is another useful section to have. It would be a great place to keep any other directories and contact numbers your company may provide.

Notes/Reference: I find that all of my planners need a good catch-all section. This is where you can store reference pages from your company, your Password Tracker, extra note pages and anything else without a "home" in your planner.

Choosing categories sometimes takes quite a bit of trial and error, but as you begin to use your planner more, you will be able to see works and what doesn't for your business. This post is simply a guide to help you get started and I hope that it has answered all of your printing and set-up questions! But if it hasn't, I encourage you to leave a comment or email us at thepolkadotposieprintables{at}gmail{dot}com!

Thank you so much for stopping by the blog today! I hope this new planner encourages you to be more organized in your Direct Sales business or better yet…I hope it encourages you to explore new opportunities!

Happy Planning, friends!


  1. Love the explanation and pictures. I need to finish printing mine and got so excited this morning I didn't print them front and back and it took up a lot of my space. Plus my printer was torturing me with it's slowness. Thank you for creating this and mentioning me!! I am so excited to start filling things in and being able to log all my 30 designers info in here lol :)!!

  2. Would you be able to do something similar for a personal filofax? I am a Thirty-One consultant and this is exactly what I have been looking for!

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  4. There were so many times I was going to ask you about this but then thought maybe it was crazy, so glad to know it wasn't! I love you. That is all.

  5. I am pampered chef how do I buy one

  6. Would these be able to be used with the ARC binder?

    1. Absolutely!! I am suing the Martha Stewart Discbound system in my pictures, but the Arc works the same way :)

  7. I just printed mine out and LOVE it. I also ordered the budget planner. I got them both in the mini and this is going to make my Origami Owl business and life so much more organized. Thank you so much!

    1. Thank you so much for the comment, Kelly!!! So happy you love your planner!!!

  8. One of the images says "With or Without Social Media." Can you explain that or show an example? Thank you. Your product is beautiful!

    1. If you look at the third picture on this post, you will see pictures of both style weeklies. One has social media icons and the other does not. You will receive both options in this set so that you can decide which you would prefer to use for your business :)

  9. What weight of paper should we print it out on. I would like to use my colored marker pens for different events or appts. I don't want the markers to bleed through to the next page and then it becomes unusable. TIA

    1. Hi Tammy! I use 24lb paper, but many customers prefer 28lb if they used marker pens.

  10. is it possible to customize the design for my company?

    1. HI Kerri! I am open to custom orders in my shop (although I won't be taking any on until the Fall) so if you would like a price quote, just send me a convo!

  11. How many pages are there altogether ? I a. Looking for the most inexpensive printing option would be. Thanks!

    1. Hi Melissa! Because of the flexibility of this planner, there is no exact page number. To determine the number of pages for your planner, you will need to decide which pages you want to print, and how many copies of each that you want to carry with you. First, decide how many monthly pages you want and times that by 2 (they are two-page spreads). Next, decide how many weeklies you want and times that number by 2. The rest of the pages in the set are described above so you will do the same for each of these to get your final number :-)

  12. I was wondering, once the planner is purchased and downloaded - is it possible to add in the dates before printing or does it have to be written/stamped on the printed pages. Hope that makes sense. LOVE the look and versatility of your printables!!

  13. can we purchase the planner in the binder and have it shipped to us?

  14. I would like to order both large and small planner. How do we order this?