10 Customer Deets to Track

Customer Service, Productivity | 13 comments

While I have been blessed to have a nice big healthy customer base, I have embarrassingly mixed up customers. Have you been there? Oy! It’s the worst. I’ve messaged someone about an order and it was meant for the other Jennifer. Or, I have followed up with someone about hosting a party – and, ummm it wasn’t following up. I had never mentioned it before. Or, thinking a customer lives near you – and, nope – they’re on the other side of the country. Those details are hard to keep up with – right?

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Being in the relationship-business, keeping track of these details is a requirement! In the beginning, it can be easy to remember who your customers are and what products they order. But, as you begin to scale your business, you’ll need a system to help you out. You’ll want to rely less on your brain and scattered post it notes, and more on an organized solution to keep all the info you need on your customers and potential customers right at your fingertips! I just shared some ideas of how to do this (for free) using Trello, but if you like writing things down – let’s talk about how to do this!

A Simple Tool to Start Using Today

If you are a pen and paper gal, or just getting started in your biz, this is for you! A Customer Power Sheet is a simple tool to help you provide rockstar customer service.

Being organized is so important! When you are juggling your kids, home, and your biz, and more–you may only have 15 minutes (or less) at times to power through some work. You need to know exactly where to start when you have those few minutes to get things done.

That’s the value of having your Customer Power Sheets on paper in a 3ring binder, you can take it with you anywhere! And when you have some free time, dive in and power though and get ‘er done–take care of sending that thank you note, calling that customer to follow up on a question, send a happy birthday card, etc! (This is super helpful when your kiddo falls asleep in the car–you work, they sleep. Ta-Da! I don’t dare wake a sleeping child! And, I’ve done a TON of business from the front seat of my car!)

Power up your customer service!

What and Why to Track

So let me lay this out for you–your Customer Power Sheets are going to hold all the info on your customers and potential customers. It’s basically a paper version of a fancy CRM system if you’ve heard that buzz word. (CRM stands for Customer Relationship Management–which is all about managing the relationships with your customers so you can develop stronger relationships. Stronger relationships lead to increased sales. So it’s a must as a business owner–which you are!)

10 Things to Track

Here are 10 things I recommend you track for your customers and potential customers:

  1. Name and contact information (Duh!)
  2. Birthday (A simple text, call, or card will make them feel so special)
  3. How you met? (this is so helpful with building relationships!)
  4. Order history (again this helps with follow up)
  5. Party history (again, follow up!)
  6. Wish list (if something goes on sale–gives you a reason to contact them or they have rewards to use!)
  7. Favorite products (gives you ideas for other recommendations)
  8. Likes/Dislikes (nurture that relationship!)
  9. Their family’s names–kids, hubby, pet! (Again, take the time to get to know your customer and what they care about <3)Contact History—just jot down each time you contact them (don’t want to bug them too often, or let too much time go by)
  10. Connection Checklist (So you know where you’ve connected!)

Why we track!

When you track these things, you’re building relationships and CARING, genuinely, about your customers. You’re taking the time to get to know your customers, and reach out to them proactively. If you don’t have a tool to track your customers, I suggest you start here! You’ll be amazed, in a short period of time what a difference it’ll make in the customer service you provide.

I’m even providing a pretty little print out to make it easy for you to start on this today! Check out the free Customer Power Sheet download below.

Looking for a great way to grow your network and make meaningful connections? Try my 300 Club Quarterly Challenge.

Get Your Customer Power Sheet Printable

"*" indicates required fields

First Name*


  1. Jackie

    The link doesn’t work for me.

    • Jeremy Launder

      Can you let me know which link you are referring to?

      • Jackie

        The one just above this, where you input your name and email. It never moves after hitting submit. However, I just tried it again and it went thru. Must have been a glitch.

  2. Kim Gregorashuk

    Hi, I get an error message and am unable to request the Customer Power Sheet.

  3. baanpolballs

    Hi to every body, it’s my first pay a visit of this weblog;
    this webpage consists of amazing and truly excellent information designed for visitors.

  4. Michai Freeman

    The sheet is amazing! Thank you. I am a new member and I am seeing so much value. You rock!

    • Jenna

      We are so happy that you love it!! Your so welcome!

  5. Dawn

    Thankyou Im sure these will come in very handy, plus saving a lot of time so I don’t have to set it up myself.

    • Jenna

      You are so very welcome!!

  6. Doraine Chirco

    Hi I am a Pampered Chef Consultant, will this help me getting bookings….. I also need help with getting people to interact in my parties.

    Thank you and God Bless

    • Becky

      Hi Doraine! I am so glad you’ve joined the Modern Direct Seller Academy! I can’t wait to work with you there. Also, if you’re working on getting more bookings, check out this blog post: https://moderndirectseller.com/booking-more-parties/ — Excited to chat with you more soon! xx -Becky

  7. miki boleen

    just found time to check face book, and have been reading yours. while i am pretty good at building relationships, however no longer great at follow up. as i read about whatyou re offering-I am so impressed. I was taught this at least 20 yearsago,but somhow it has fallen by the wayside.
    thank you, thank you, thank you

    • Becky

      Hi Miki! So glad this was a refreshing and helpful approach for you! Cheering you on as you build your business this year!


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