Cyclopedia of Commerce, Accountancy, Business Administration, v. 01 (of 10)American School of Correspondence
General
Cyclopedia of Commerce, Accountancy, Business Administration, v. 01 (of 10)
American School of Correspondence
Accounting; Business; Commerce
For a small amount of correspondence, the use of the tickler is very
satisfactory, and it is also used to excellent advantage for keeping
track of the many matters that require attention at a future date.
A tickler should be included in the equipment of _every_ office, no
matter what the line of business.
_Card Follow-up._ For most extensive follow-up systems, the card index
is used, for the reason that a card is easy to handle, occupies but
little space, and can be adapted to any classification desired. A
card is used for each prospective customer, or name on the list to be
followed up, and should bear the name and address and a brief history
of the efforts made to secure an order, or accomplish the object of the
follow-up.
In operating a follow-up system--especially if the object is to sell
goods--the correspondent should have before him a history of the
efforts previously made to secure an order. He should know what letters
and other literature have been mailed just as the personal salesman
knows what arguments he has used. When form letters have been used it
is not necessary to have copies of the letters in each case, but they
should be identified by their numbers, or otherwise. Records of these
letters, by date and number, can be made on a card, so that the card
itself will give the correspondent a complete history of the case. The
correspondence--letters from the prospective customer and copies of
special letters to him--can then be filed in the regular way, and is
accessible at all times.
The oldest method of operating the card follow-up is to use the tickler
index in a card file. The follow-up is operated in exactly the same
manner as described for the correspondence file tickler, except that
the cards are filed ahead instead of the original correspondence.
[Illustration: Fig. 24. Card Used for Follow-up]
A typical follow-up card is shown in Fig. 24. At the head of the card
is the name and address of the prospective customer, followed by the
credit rating, the business, and the source from which the name was
obtained--whether from advertising, a special list, or from a traveling
salesman. The body of the card is ruled for a record of letters mailed,
form and special letters separated. When a letter is sent the No. and
date--if a form letter--is entered, and in the file column is noted the
number of days the card is to be filed ahead--as 10 days or 30 days.
If at the time specified, the next form letter in the series is to be
sent, provided no response has been received, the No. should be noted
on the next blank line in the No. column, so that the letter can be
sent by a clerk, without consulting the salesman.
When the cards come from the file, those on which no form letter
is indicated for the next follow-up should be referred to the
correspondent. If he considers a special letter advisable, he should
have all previous correspondence attached to the card, that he may know
just what has been done to land the customer.
Public-domain text, read in full here on John Shaqi.
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