Customer Information Checklist

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Contact Names.

• Find out primary contact names of your customers
• Record secondary and any other names or titles
• Double check all the names to make sure they are correct and informative
• Keep your records up-to-date
• Use this information to contact your customers

Address.

• Know both the physical and the mailing addresses if they are different
• Request your customers for which of the addresses they prefer you to send them anything to
• Pay close attention to correctness and spelling because even a tiny mistake in address line will fail delivery of your mail to target audience
• Use address information to send your ad material by email and post

Job Titles.

• Get official job titles of your customers
• Make notes about their job descriptions, including duties and responsibilities
• Learn job experience, expertise and skills of your customers
• Use this information in planning sales calls and referring to multiple people in the same company

Psychographic Profile.

• Gather as much information about likes/dislikes, habits and needs of your prospects and customers as possible
• Research customer behaviors to find out what makes every customer purchase from your company
• Know what your clients tell about your service
• Use all these details in creating psychographic profiles for clients

Purchase History.

• Make notes of the date of the first purchase of every client
• Keep records on services, amount of sale, any issues, and other transactional information per customer
• Identify source of deal per customer
• Use these details in planning follow-up contact and repeating deals

Payment History.

• Keep records on all payments made by every customer
• Record all products and services purchased by every customer
• Monitor status of unpaid orders to detect any issues early
• Use this information to handle and accelerate customer payments

Special Needs.

• Communicate with prospects and customers to identify their special needs (e.g. packaging, delivery terms)
• Check if you can meet those needs and how
• Use this information to expand or alter your service offerings

Customer Feedback.

• Gather customer comments, complaints and testimonials regarding your service
• Keep track of special requests and suggestions
• Use an individual approach to every customer.....

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only.

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