So how to build paper customer files with notebooks? First of all, you need to prepare a notebook, not too big, just ordinary, so that you can carry it with you in your bag or handbag at any time. Then classify according to the type of customers. For example, member customers who have already made a deal can be called VIP customers, and we need to establish a complete file. Customer's name, contact information, address, company information, family member information, transaction time, transaction type, etc. , and the customer's file should be as detailed as possible. In this way, the service will have something to say.
Then leave dozens of pages blank to join more VIP customers. Then, in the second part, a new category A customer is created. This kind of customers are those who have a strong purchase intention recently. Only by taking a step forward can they develop into VIP customers. Repeat the fourth step, leave dozens of pages blank, and establish a B-type customer. This kind of customers is slightly lower than class A customers. They may buy at the wrong time or temporarily, but they do belong to your peers. You can continue to follow up and develop into A-class customers. The last category is customer resources, which we usually don't know much about. It's just a phone call or just a phone number. You don't even know your name. I don't know whether customers need our products yet. It can be called strange visiting customers, which belongs to our last category, class C customers. These customers may skip a grade and be promoted to VIP directly, of course, there are more luck elements. Most customers still need our continuous follow-up. If you are used to using computers, you can directly use the above information to create excel tables and make sheet 1, sheet2, sheet3 ... as the file tables of VIP, Class A, Class B and Class C customers. This management is also very convenient. To check a customer, you only need to enter his name or contact information, which is better than paper files.