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Example free excel client file: Let's say it right away, the “customer” is the heart of your business, it is he who brings it to life. Without it, your activity does not exist.
Often wrongly neglected by entrepreneurs and independent workers, the customer database is nevertheless a formidable tool. An effective customer file alone can boost the results of your business.
Do you want to develop your sales and attract prospects that you can convert into customers? Want your potential customers to visit your website, so you can get to know them better? For that, you will have to constitute a file of customers and prospects.
How to create an excel client file? Learn how to prospect and retain your customers by collecting data with our free excel client file template.
Table of contents
What is a customer file used for?
Before even opening the Excel spreadsheet, start by defining your goals. For what reasons do you want create a customer file ? What is the purpose of your database? The type of information to collect will largely depend on your ambitions.
By definition, the customer file is used to collect precise data on customers or prospects. This will be used to refine your offers to broaden your target but also to customer loyalty who already use your services.
The data collected will allow you to personalize your messages by offering the customer or prospect offers tailored to their situation in terms of need or budget.
To relaunch a client and do not lose it, offer it additional services, for example.
Client file content
The client file or prospecting file, or prospect file, is a database that brings together essential information for your direct postal, telephone, emailing or SMS marketing campaigns.
Anyone who has contacted your business or who you have been in contact with, even once, can be added to your prospect list.
However, the information in this database must be updated regularly in order to eliminate unqualified prospects.
In general, whatever your goals, it's important to keep it simple. For a database to be usable, it must only have useful information.
Here is for example the type of information that you can note in your customer file:
- Name
- Address
- Phone
- Additional information (gender, age, country, region)
You will need to know the interests of your potential customers in order to establish a relationship with them and, when the time is right, contact them to offer them your products or services.
The information contained in the file should be sufficiently detailed as it is based on each individual with their needs and interests. However, it is not useful to write everything down either. Important information also depends on your industry.
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Free excel client file template
We offer you here our example free excel client file which includes:
| COLUMN | DESCRIPTION | EXAMPLE |
| Title | Civility (Put "M" for "Monsieur", "Mme" for "Madame" and "Mlle" for Mademoiselle) | Mr, Mrs, Miss |
| ADDRESS1 | First line of the address | 13, rue de l'Etoile |
| ADDRESS2 | Second line of the address | Bat. HEMIRIS |
| TURNOVER | Turnover in euros (must be a whole number) | 1500 |
| EFFECTIVE | Company workforce (must be a whole number) | 50 |
| GROUP | Group to which the company belongs. This field is used to classify companies | "Cient", "Prospect", "Supplier" |
| COMMENT | Comment (free text) about the company | Very interested customer during our last meeting. |
| ORIGINE | Origin of contact | "Yellow pages", "Phoning", Name of the business provider, etc. |
| COMPANY STATE | Status of the relationship with this company | "Under negotiation", "To be reminded", "Not interested", "Quotation in progress", etc. |
| FOLLOWED BY | E-mail address of the sales representative to whom this company is assigned (customer) | dupond@masociete.com |
Click below to download this sample customer client file in Excel format (convertible to Pdf): Download the free excel client file.
Constraints:
- All the fields are optional except the name of the company and also the name of the person if we include personal data.
- There should not be empty lines in the file
- If there are several people in the same company, you need a line for each person in the company and put the information specific to the company on each line.
- To import your file, you must save your EXCEL file in .CSV (semicolon separator) format. If you are under MAC, you must choose the “.CSV for WINDOWS” option.
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Free prospect file: Organization of the customer file
The data collected must be structured and recorded according to the use you want to make of it. A tip ... keep it simple and operational
Too much information kills information… Knowing everything is neither useful nor exploitable, at least not at the beginning. It's best to start simple and grow your database as your needs grow.
Today, simple tools are at your disposal to create your personalized file, you can consult the following link for more ideas.
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Set realistic goals to start your customer database and communicate them to your employees. They will certainly have comments and suggestions on how to best collect and use the information gathered.
To be effective, a free client file must be alive and not frozen. Remember to update and refresh it on a regular basis. Delete data that you think is obsolete (eg: inactive e-mail addresses), but also typos, duplicates, etc.
On the other hand, enrich your customer file by filling in the missing data. Over time and depending on the development of your business or microbusiness, add new data types (without ever falling into overload!).
To be even more efficient, the free excel client file template can then be imported into different CRM software like Adobe Campaign or Zoho ...
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