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    Customer Information Checklist PDF

    Uploaded by

    Ghassan Qutob
    The document provides an action plan for developing a customer information database. It outlines eight categories of information to collect: contact names, addresses, job titles, psychographic profiles, purchase histories, payment histories, special needs, and customer feedback. For each category, it lists specific types of data to record to help track customers, target communications, and improve customer service.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Customer Information Checklist PDF

    Uploaded by

    Ghassan Qutob
    46 views1 page
    The document provides an action plan for developing a customer information database. It outlines eight categories of information to collect: contact names, addresses, job titles, psychographic profiles, purchase histories, payment histories, special needs, and customer feedback. For each category, it lists specific types of data to record to help track customers, target communications, and improve customer service.

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    customer-information-checklist.pdf

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    The document provides an action plan for developing a customer information database. It outlines eight categories of information to collect: contact names, addresses, job titles, psychographic profiles, purchase histories, payment histories, special needs, and customer feedback. For each category, it lists specific types of data to record to help track customers, target communications, and improve customer service.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    46 views1 page

    Customer Information Checklist PDF

    Uploaded by

    Ghassan Qutob
    The document provides an action plan for developing a customer information database. It outlines eight categories of information to collect: contact names, addresses, job titles, psychographic profiles, purchase histories, payment histories, special needs, and customer feedback. For each category, it lists specific types of data to record to help track customers, target communications, and improve customer service.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Customer Information Checklist

    You can use this Customer Information Action Plan in developing a database of your current clients and prospects. The action
    plan includes a range of tips and suggestions which are organized into the following groups:
     Contact Names
     Address
     Job Titles
     Psychographic Profile
     Purchase History
     Payment History
     Special Needs
     Customer Feedback

    1. 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

    2. 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

    3. 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

    4. 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

    5. 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

    6. 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

    7. 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

    8. 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 in order to reach complete customer satisfaction
     Analyze request history to find out if your company provides sufficient customer service
     Use all this data in planning improvements for customer service.

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