It is necessary to keep track of your customers to ensure a continuity of your business by contacting or corresponding with your customers regularly.
Hence, a contact list is a good piece of document to have all your customers’ information in one place for easy reference. You can choose to put down as much information as you desire, depending on the space available.
A contact list template may contain the following pieces of information:
* Customer Name (First, Middle, Last)
* Company Name
* Company Address
* Office Contact number
* Facsimile address
* Email address
* Personal mobile phone number
* Special notes
With the above information, you can locate the person you want very quickly. You can also refer to any of his information at one glance.
You can add on other pieces of information with regards to the customer in the ‘Special notes’ column. Some contacts are customers who may have a specific customer identification number if he has regular business dealings with you. With the customer ID, you can refer to his physical business portfolio easily.
If you are using an electronic contact list template, it is so easy to add on new contact information and update it to your convenience. The system is able to sort the data for you in any preference so that it is convenient for you to view your required information.
A contact list should be maintained to provide the best service by being updated regularly.
Consider the attached sample template for your convenience.