Consultant Management Made Easy

 

 
As an NSD or Director not only do you have your own inventory and sales to keep up with, but you have your unit members to keep track of as well. It can be hard to keep up with all of your new unit members, leads, interviews, and more!


Instead of frantically trying to stay on top of your schedule and keep up with your unit members, keep everything you need conveniently organized in one location with UnitWise.

UnitWise


UnitWise is the complete beauty consultant management solution. By being specifically designed for NSDs, directors, UnitWise caters to the needs of those in the beauty consultant industry to help them save time while managing their entire business. It includes tons of innovative features for inventory management, accounting, email marketing, consultant management, and more!

Consultant Management With UnitWise


UnitWises allows you to easily manage all of your contacts because you can quickly upload all of them into the program to have your team members, unit members, potential recruits, and customers all in one convenient location.


Your customers and work-related contacts will be kept in separate groups, but each individual will have their own profile where you can add notes about them. For example, you can list where you found a lead and what their interests are to refresh your memory before you contact them.


By having everyone’s information in one place you won’t have to hunt down someone’s contact information. Simply search for their name in UnitWise to pull up their phone number or email address in a matter of seconds. You can also add upcoming meetings and interviews to your calendar, which will remind you when the date and time are near.


Plus, UnitWise is completely mobile, so you don’t have to be at your computer to access your consultant’s information. All you need is your smartphone to check in on your business at any time from any location.


Along with providing a central location for our consultants, UnitWise also makes it easy to keep up with your team’s activities and progress. You can view upcoming anniversaries and birthdays, so you’ll never miss an important date.


At any time you can run unit reports to see a full list of everyone’s sales to quickly see who needs a little encouragement and who is doing great. UnitWise syncs with InTouch to receive the W.A.S or Weekly Accomplishment report so you can see your unit’s hours, totals, or interviews. You can either run W.A.S reports on an individual basis or you can include your entire unit so see everyone’s information at once.


By being able to view WAS and Unit reports you’ll know how your team is progressing, and you’ll be able to give them short-term and long-term goals, based off of how they’re doing.


Unit reports, along with the WAS reports can be printed, exported, or emailed to your assistant for you to take with you to meetings, or while shopping for consultant prizes.


One big part of rewarding your unit members is giving recognition where it is due. That’s why UnitWise has a Special Recognition Template that gives you the ability to quickly share accomplishments as soon as your reports are refreshed.

Get Started With UnitWise


Sign up for your free 15-day trial with UnitWise today to see how easy it is to keep up with all of your contacts in one convenient location. Keep your appointments, events, unit progress, and more right at your fingertips!

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