I keep my diaries that jobs are booked in, I also keep a card index,
with each subsequent visit being a new card, so some old customers have
8 or 9 cards stapled together. I also print a daily worksheet, which are kept
as a weekly record.
At the end of each day worksheet info entered into Excel Customer worksheet, this gives
me percentages for new work, recommended, Thomson, signage etc, also totals for
each category. At the end of week work totals added to another Excel worksheet,
which compares previous years so i know if better or worse week than previous.
Customer workbook annually added to Access Customer Database. When the feeling
takes me this can be merged with Word for a mail shot. Xmas 2006 even sent cards
to every customer that year.
An acquaintance of mine keeps comments on his database so when a customer rings he can
say hows Rover did his operation turn out alright, and hows Sarah doing over in Australia.
It really impresses his customers, he's considered a friend.