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Old 02-06-2001, 02:32 AM
Island Lawn Island Lawn is offline
LawnSite Senior Member
Join Date: Dec 2000
Location: Golf Coast, SC
Posts: 632
How detailed is the info ya'll keep on your customers?

I seem to remember an old post about author, Harvey McKay and his system of a customer database sort of thing...

I have trouble just remembering their names!
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Old 02-06-2001, 02:47 AM
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1MajorTom 1MajorTom is offline
Senior Moderator
Join Date: Mar 2000
Location: Pennsylvania
Posts: 6,095
For our customers, we have their name, address, and telephone number.

We know exactly how many cuttings, and additional work they requested like hedges, aerating etc from the previous years.

We know exactly how much they spent with us from year to year, and our goal is to increase their spending each year.

IF we can find out their birthdays, we add that to their info, and send them a card for their birthday.

We keep things as simple as possible while still making money.
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Old 02-06-2001, 03:00 AM
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Stonehenge Stonehenge is offline
LawnSite Bronze Member
Join Date: Feb 2000
Location: Midwest
Posts: 1,277
I guess it depends on what kinds of services you offer and how much your customers usually spend on them. If the spend $500 on average, you'd be spending a lot of time gathering info that would return you little. If they spent $.5M on you, then you'd do well to know what kind of food their dog eats. Well, not really, but you get the idea.

But I don't know if I'd start asking for all kinds of personal info on the first meeting - customer might think your intentions are less than honorable.

Beyond that, we keep the usual customer info like 1MT on file.
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Old 02-06-2001, 04:26 AM
Skookum Skookum is offline
LawnSite Senior Member
Join Date: Sep 2000
Location: West Lafayette, Indiana
Posts: 667
I keep a file in a hanging file cabinet for each account with all info like sitemaps, qoutes, bids, property pictures etc.

I also keep a notes page for each customer in Quickbooks. Since it is right there with the customer list it works great, address, phone, contacts, I list prices for services, etc. When making up invoices they are right there at your finger tips already.
Skookum Yardworks
West Lafayette, Indiana
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Old 02-06-2001, 10:55 AM
kutnkru kutnkru is offline
LawnSite Silver Member
Join Date: Jan 2001
Location: 93-04 (Zone5b) 05-now (Zone9a)
Posts: 2,662
Customer Info

We have it broken down into several categories and track their services accordingly.


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Old 02-07-2001, 11:33 AM
Mike Nelson Mike Nelson is offline
LawnSite Senior Member
Join Date: Jan 2001
Location: Fishkill,New York
Posts: 416
You should have always have info on your clients.Most people concentrate on getting new customers and don't spend enough time asking the old customers what they could do for them.They assume they need more customers.The fact is,it is easier to keep the old customer happy,than trying to find a new one.
Just my 2 cents
Michael J. Nelson, CSP
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Old 02-12-2001, 04:23 AM
lawnman_scott lawnman_scott is offline
LawnSite Fanatic
Join Date: Jan 2001
Location: st pete, FL
Posts: 7,548
if u have employees going to service the customer without u being there also i think its a bit more important to know if thier dog is usually out in the back yard so they remember to shut the gate. happened to me once the customers dog was gone for 3 days before being found at the pound. i would have shot me, but he didnt evan cancel service so we must be doing something right. i dont know his birthday though lol
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