Book of Business

Everyone you've talked to, what they have, and what they pay. Prospects live here too — they don't have a card yet.

Add to your book

1 · Walk-in — 20 seconds on the sidewalk

Business name

Who I spoke with

Owner's name

When is the owner in?

2 · After you talk to the owner

Best contact

Phone

Status

Paying / month

What they have

Card ID — links to their wallet card Next step Notes