Who’s your daddy?

The customer, that’s who.

But how well do you know your customer?  In order to service your customer in the best way possible, you need to drag out your deerstalker hat and your meerschaum pipe to do some detective work.

How you handle a customer depends on many variables.  Do they own one of your products or many?  How many licenses of your product do they own?  Are they big or small?  How is your current relationship with them?  Who is the salesperson who is responsible for the account?

Answering these and many more questions will give you the ability to address the customer’s needs much more effectively and to decide how much of your limited resources you should be applying to each customer.

What you need, my friend, is a simple Customer Dossier.  Luckily for you, there’s a template for that (created by yours truly, of course).

My PM Survival Kit item #2:Customer Dossier Template

Use it to record the relevant information about your customer and share it with colleagues within your organization.

As with all of my templates, it does include information that would be of a proprietary nature to you and your company, so I suggest adding password protection to it and/or encrypting it.

And as with all of my templates, this template has been licensed by me under the Creative Commons Attribution-ShareAlike 3.0 Unported License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/.

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