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This is a recent email I received from Clate Mask CEO, Infusionsoft regarding the & “things” you must know about your customers:

1. Their Name- Nothing speaks to an individual faster than their first name. Use it to build your relationship with your customer.

2. What They’ve Purchased- If you know what your customers purchased in the past, you have a good idea what they will buy again. (And won’t waste your time promoting products of little to no interest.)

3. How Often They Purchase- Individuals who buy rarely from you may need additional encouragement – more marketing. Whereas, consistent customers may not need extra sales pitches, but might benefit from a newsletter or coupon.

Ric comment: Perhaps the sentence above should read “sales contacts” as “pitches” are an outdated and inefficient mode of selling.

4. How Much They Spend (on average)- Why spend precious time pitching (there’s that no no word again) products to customers that they can’t afford? It might embarrass your customer, shows your lack of personal interest, and may cause customers to lose interest.

5. The Last Time They Purchased- Have you lost a customer without even knowing it? Who’s still loyal? Who has strayed (and needs to be brought back)?

6. Each Interaction You’ve Had With Them- Documentation is important for obvious reasons. But being able to “recall” previous conversations will make your customer feel important and appreciated.

7. How They Feel About Your Business- Feedback from your customers is the best way to improve your products/services, meet your customers needs, and attract more customers.”

And from me:

8. What is the one thing (other than price) we can do to help you more- This is an essential question for all salespeople to ask

9. Who are his/her their friends- Do you know anyone that you do business with as a supplier or customer that would benefit from our product or service

Ric (orglearn) **Link for direct page viewers return to main career success blog to check out other posts!

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