Why you should create a Client Database - Antonella Cafaro - Virtual Assistance
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Client Database - AC Virtually

Why you should create a Client Database

Are you keeping your Client Database?

Do you already have a large client base?

Or are you working with just a few clients?


In either case, if you don’t have a client database you should definitely think about creating one.

– Keep your Client Database

It can be a simple spreadsheet or a more sophisticated one, integrating with booking, accounting and payments processes (check out Capterra Travel Agency CRM software reviews).

Whichever you choose, it has to be easy to manage, update and consult. This will help you to have all necessary information on hand.

The quantity of data required to handle inquiries, invoices, payment reminders, accounting and tons of other administrative tasks is huge. It is important to have everything in order, and you should consider keeping it all in one file – it will save you time and headaches.

– Client history

Even more valuable is the fact that a complete and updated database allows you to keep a client “history”: the client’s preferences, the specific requests he made in the past, his budget range and anything else you consider relevant.

– Ad hoc proposals

Having all this information readily available will help you create and send ad hoc proposals. Every promotional offer is potentially interesting for everyone, but if the offer you send includes detailed specifications that target the client’s desires or needs, you will obviously have a greater chance of success.

– Give him the feeling that you care

This attention to detail will give him the feeling that you care because you remember what he needs, and that is a very powerful impression!

You can even segment your mailing list according to different criteria; consequently, you will be able to send customized newsletters. Your promotions will be more targeted, thus potentially more effective. The client will feel valued because you found the time to take note of his previous requests, look at them again, and search some offers that could be right for him.

– Personalized service can make all the difference

These days, the internet is spreading the concept of quality-price ratio and cost-effectiveness. And that’s great. But sometimes what you see is not what you get and expectations are not always fulfilled. To stand out from the competition and low-cost services, it’s necessary to offer something more. And that something is the tailor-made approach.

Personally, when I purchase a service or a product, I prefer to deal with professionals who understand what I need and are willing and able to handle any questions and difficulties that might arise. And I’m certainly willing to pay a higher price for that.

You see, there are many positive points in adopting a client database.

Are you ready to start to create yours?

Antonella Cafaro

Mi occupo di assistenza virtuale e aiuto professioniste e imprenditrici a risparmiare tempo, crescere e raggiungere i loro obiettivi godendosi la loro attività mentre io mi occupo del resto. Virtual Assistant. I help online entrepreneurs save time, implement their plans, lighten their workload and be more productive.

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