In general, Xiaobian prefers to use notebooks to create customer files. Especially when we don't have to face the computer every day in our work, paper customer files are more convenient for us to consult or record at any time, and it is also very convenient to carry. So how to build paper customer files with notebooks? First of all, you need to prepare a notebook, which can't be too big, just ordinary, so that you can carry it in your schoolbag or handbag at any time. Then classify customers according to their types.

For example, a member customer who has already made a deal, which can be called a VIP customer, needs us to establish a complete file. Customer's name, contact information, address, company information, family member information, when the transaction was made, what type of transaction was made, etc., and the customer's file should be as detailed as possible. In this way, there is something to talk about when doing services. 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, and they can develop into member VIP customers only by taking a step forward. Repeat the fourth step, leave dozens of pages blank, and establish class B customers. This kind of customers are slightly lower than those of Class A customers. They may not be at the right time, or they may buy temporarily, but they really belong to your counterparts, and they can continue to follow up and develop into Class A customers. The last category is customer resources, which we usually don't know much about. It's just a phone call or only a phone number, and you don't even know your name. I don't know if customers need our products yet. It can be called a strange visit to customers, which belongs to our last category, Class C customers. These customers may skip grades and be promoted to VIP directly, of course, there are more luck components. Most customers still need our continuous follow-up. If you are used to using computers, you can directly create excel tables from the above information, and make sheet1, 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.