A client record contains all the standard information regarding a customer, such as his/her address, phone number, client number, etc., but also the client’s email address, family members, and booking preferences. A client can either be a current customer, a former customer, or a prospect. By utilizing the client status classifications, you can easily change the type of client. Using marketing plans to track your clients’ interests will allow you to target your marketing and increase sales. If you need to know something about your client, open the Client record.
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PATHWAYS TO SUCCESS
Remember, the more client information you fill in – such as birthdays, anniversaries, etc.– the more data is available for your marketing and client analysis. Don’t forget to ask your new clients where they heard about you so you can complete the “Lead Source” section. |
