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Customer info forms....

Discussion in 'Lawn Mowing' started by JayD, Jan 15, 2010.

  1. JayD

    JayD LawnSite Silver Member
    Posts: 2,060

    Does anyone on here have any customer questionnaire / info update forms.

    I really would like to come up with a form for customers to fill out upon starting up with us that would give us info on them like email address, cell, home, work #'s, birthdays, work place and such.

    Any of you have something like this that you have them fill out.

    I could try to make one, but I thought I would try here first to see if any of you have something like it to show me.

  2. echeandia

    echeandia LawnSite Bronze Member
    Posts: 1,131

    I tried using a form for a while but it was cumbersome. I eventually switched to a notebook and I take notes as I speak to the customer about what they say and what I notice. I then go back to my office and write up a proposal that gets sent to them.
  3. mowerbrad

    mowerbrad LawnSite Fanatic
    Posts: 6,273

    I think that is alot of information for the customer to give out. I think birthday and work place may be a little too much for some customers. I like the idea of getting an email address and contact numbers. As a customer I just wouldn't understand why my lawn care guy would want to know when my birthday is, where I work, etc. But I would definately try and get the contact info.
  4. grassman177

    grassman177 LawnSite Fanatic
    Posts: 9,795

    yeh skip all but the contact numbers and address, street and emial
  5. txgrassguy

    txgrassguy LawnSite Gold Member
    Posts: 3,083

    I have a form I developed for my purposes and it works quite well.
    The back is used for additional information.
    PM me your fax number and I'll send a copy out.

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