Accounting Forms: New Customer Data Sheet

Having complete customer information promotes a healthy client relationship

Developing a great relationship with your customers/clients includes knowing all of the people involved and how each of them contributes to the process. Some of this information will come from other departments within your company; the rest may be up to you.

Creating a Customer Data Sheet will make it easy to collect and share essential information. Whether you use a CRM system or other shared resource, it is advisable to have it all in one place.

Here is a sample Customer Data Sheet:

The optimum time to get Customer information is at the point of the first sale

Circulate your Data Sheet to everyone who has had contact with a customer through the prospect stage.  Note any contract terms or non-standard provisions agreed upon.  When the form is complete, store it in an easily accessible location.  Make sure that any subsequent modifications to the information are re-circulated to all invested parties.

If your customer is a large company, it is likely that there will be multiple levels of personnel involved in paying your invoices.  To insure timely payment, I recommend an initial contact as soon as the contract is signed to introduce yourself, your processes and inquire as to any particular internal procedures the customer has that you need to be aware of.  Use a form such as this one to send to new customers to get this dialog under way.

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