A customer list template is one of the most important assets to consider when a business gets sold but continues operation under new management. A customer list is a list of customers who patronize the business regularly.
Table of Contents
Tips for creating your customer list:
Here are some tips that will help you while creating your customer list;
Build a client base for your business
When your purpose is to broaden your client base, it may seem counterproductive to just pay attention to a specific group. But, you must first find your niche when it comes to business. Before starting diversifying the services you offer, you must first master one primary service.
This thing is similar for your customers. At first, find out the demographic that requires your products or services the most then target those people. For this, you can make customer profiles to know more about the types of people your business wants to work with.
Request for feedback
You should request feedback from your previous and current customers in order to keep on improving to build a strong reputation. This assists you in learning about the strengths and weaknesses of your business. Customers encourage this type of follow-up as it indicates that you want to improve. Moreover, to make your business better, the feedback of your customers assists you in finding out the problem areas you need to deal with. Along with the feedback, you should also ask your customers for testimonials that you can use for your marketing campaigns.
When you have spent so much time, effort, and money to create your service or product, you have to share what you know to others. Surely, you know the worth of what you’ve created. It is also very difficult for you to let things go for free.
However, sharing may not seem appealing. It may take a long time to give your customers a taste of what you have to offer. It doesn’t matter what type of business you’re in because they will like what you gave them and they will come back for more.
Reward the loyalty of your customers
To enhance the size of your Excel customer database template, your main goal is to bring in more business. This wouldn’t take you away from your goal of keeping your customers happy. If you don’t reward the loyalty of your customers then it doesn’t matter for them how great your products or services are, they can start looking elsewhere.
Furthermore, you should never fall into apathy when you have received the payments from your customers. Instead of this, you should encourage your customers by rewarding them to keep coming back for more. By giving them special deals, rewards, and promotions, you can remind them why they chose your business in the first place.
Deal with your customers like people and not like business
You should always bear in mind that your customers are people so you should treat them as such. However, it can be very challenging to patiently deal with customers. You have to remain personable and honest. They will indicate you the courtesy if you show them respect and genuine concern. You can make them your regular customers by connecting with them on a personal level. This way, you can make them the element of your client list.
Reach out to your customers
In your customer list, there are various ways for you to reach out to the clients. But, in this modern era, email is the easiest and most convenient way to do this. You should email your customers regarding any updates or special offers.
In addition, send the customers a welcome email right away when they sign up with you. When you have something new to offer your customers then email all of them. That way, your momentum can keep going.
Enable your customers to access your network
You should help your customers so that in return they will help you more. You can do this by sharing one of your customer’s products that complements instead of competes with your own business. In this way, you can appreciate your customers more. This enables your customers to spread the word about your business.
Things to consider while making your customer list template:
- You should create two separate spreadsheets in order to record the information about your customers. The one spreadsheet is used to store all of the details of your current customers. The other one you can use to store all of the information regarding your previous customers and your potential customers. You have to review update both lists regularly.
- It is highly recommended to create a fully-functional, professional website, and a social media account for your business. It doesn’t matter what type of business you have and what the size of your business is, you must have website and social media account. People mostly depend on the internet and on social media platforms these days. Moreover, the attractive website and social media account broadens your market. It helps in spreading the word of your business to more people. You can hire a web designer to do the work for you in case you don’t have skills to make your own website.
- Along with information on your customer list, you should also do research for companies who may require your products or services. It’s time to expand your horizons after building a good customer base and a good business relationship with them. Find the names of the companies in your locale and then create a different introduction letter to send to these companies. This letter tells them about your business and what you have to offer.
How to make and use your customer list template?
Keep the following things in mind while making and using your list;
To record the information about your customers, make two separate spreadsheets
Make use of one spreadsheet in order to store all of the information of your current customers. Then, to store all of the details regarding your previous customers and your potential customers, use the other spreadsheet. You should make sure to review and update both lists on a daily basis, when you have to make changes or additions to the information.
You must have a website and a social media presence, it doesn’t matter what type of business you have and no matter what the size of your business is. Nowadays, almost all people depend on the internet and on social media platforms to search what they’re looking for.
For companies that may require your products or services, do research on local business listings
You may also want to reach out to companies who may need your products or services aside from the information on your customer list. It’s time to expand your horizons when you have established a good customer base and you have made a good business relationship with them.
How to sell your customer list?
It doesn’t apply to all types of businesses to sell a customer. For example, it won’t be a fruitful endeavor to offer your customer list template to another retail business. In a retail business, the smallest challenges can cause you to lose a lot of customers and this is the reason behind it.
A lot of customers may decide to move on whether you change location or you rebrand your business. That’s why your Excel customer database template contains the names that won’t be much of a help. Most of the time, when a business owner plans to close up shop and he wants to pass on his clients to another same business, the sale of a client list occurs.
Conclusion:
In conclusion, a customer list template is an effective tool that contains all of the information of your customers. This list is very helpful when all of the information of your customers. Your business grows more by adding more names to this list.
Grace Harry is an experienced freelance writer with an experience for 12+ years. She got her Master’s in Financial Management degree from the University of Dennison in 2007. She worked at California State Bank to help clients with their credit, investments, and bank accounts. She likes to assist people in reaching their financial goals when it comes to financial planning.
