Plan client visits with addresses, visiting days and the map
A client may work at several locations on different days. Bring their addresses, visiting hours and appointment history together to prepare your next visit.
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Your work, easier to organize.
Practical ways to use ISF Agenda: prepare visits, keep useful notes and plan the next contact with each client.
Your everyday work
16 articlesPrepare each visit and keep the conversation going.
Keep visit notes, products and promotional items with each appointment
When a visit ends, the details still matter. Notes, products and promotional items linked to the appointment help you prepare for the next conversation.
Read the articlePlan regular client contact with frequency goals
Each client may need a different contact schedule. Frequency goals compare your planned number of appointments with the entries recorded for the current period.
Read the articleOrganize clients with tags instead of maintaining separate lists
Tags help you recognize shared needs and next steps across your client list, alongside each client’s medical specialty.
Read the articleWho could I visit on Tuesday? Find clients with filters
Start with a practical question, then narrow your client list by location, visiting day, specialty and unmet goals.
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Use the product catalog and client history to prepare your next visit
The catalog holds product information. The client’s appointment history shows when you discussed each product and what you wanted to follow up on.
Read the articleThe ISF Agenda dashboard: a clear start to your day
An overview of appointments and contact frequency helps you decide where to start, then return to the details of each client relationship.
Read the articleOrganize your client list by medical specialty
Medical specialties give your client list a clear structure. Locations, notes and appointment history help you prepare for each individual client.
Read the articleKeep calls and emails in your client history between visits
The conversation continues between visits. Recording calls, emails and other contacts helps you remember what happened before the next meeting.
Read the articleClient reminders: know when to get back in touch
Choose how many days after the last appointment you want a reminder, then use the client’s history to prepare your next contact.
Read the articleImport clients from Excel and start with the contacts you already have
Your existing contact list can become the starting point for client profiles, visit planning and a useful history of each relationship.
Read the articleClient visits and personal events in one weekly calendar
Keep client visits and your other commitments visible in the same calendar for a clearer view of the week ahead.
Read the articleAn appointment alert to help you prepare for the visit
An alert brings an upcoming appointment back to your attention, so you can review the notes and materials you need for the meeting.
Read the articleKeep your client list organized by archiving inactive contacts
When a client leaves your territory, move their profile to the archive and keep your active list focused on the people you currently manage.
Read the articleRemember the promotional items you left with each client
A note about an item you left during a visit can help you remember the conversation and follow up at the next meeting.
Read the articleMove from the classic version of ISF Agenda with your client history
Bring the work you have already recorded into the current app, then check your client profiles and appointment history before continuing.
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