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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Customer Information Checklist


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Customer Information Checklist In this Customer Information Checklist we give some tips and suggestions about what information needs to be gathered for creating a client database. The checklist is designed for account managers, analysts, marketers and other personnel involved in customer management.

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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


  • 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.....

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