Customer Information Card
For Tracking Buyers & Building Relationships
Customer Profile
Name:
Partner/Spouse Name:
Email:
Phone:
Address:
Best Contact Times:
Preferred Contact:
Email
Text
Call
Social Media
How They Found You:
Craft Show
Social Media
Referral
Website
Other:
Purchase History
First Purchase Date:
First Purchase:
Price Paid:
$
Second Purchase Date:
Second Purchase:
Price Paid:
$
Third+ Purchases:
Total Lifetime Value:
$
Preferences & Interests
Favorite Styles:
Animals
Human Figures
Abstract
Functional Art
Other:
Favorite Animals:
Color Preferences:
Wood Preferences:
Preferred Size:
Small (<2ft)
Medium (2-4ft)
Large (4-6ft)
Monumental (6ft+)
Special Notes:
Personal Connections
Birthday:
Anniversary:
Partner's Birthday:
Children's Names/Ages:
Pets:
Important Dates to Remember:
Display Information
Where Their Piece(s) Live:
Indoor
Outdoor
Both
Location Description:
Climate Considerations:
Relationship Tracking
Last Contact Date:
Last Contact Method:
Sale
Follow-up
Social Media
Event
Check-in
Notes from Last Contact:
Next Follow-up Date:
Follow-up Reason:
Care Check
New Work Alert
Birthday
Holiday
Other
Referrals Given:
Yes
No
Referral Names:
Future Opportunities
Expressed Interest In:
Potential Commission Ideas:
Budget Range Indicated:
$
to
$
Timeline:
Immediate
3-6 months
6-12 months
Future/Unspecified
Gift-Giver?
Yes
No
Potential Gift Recipients:
Customer Status
Rating:
★★★★★
(Advocate)
★★★★
(Regular)
★★★
(Satisfied)
★★
(One-time)
★
(Issue)
Loyalty Level:
Superfan
Repeat Buyer
One-time Buyer
Window Shopper
Special Status:
First Buyer
Largest Sale
Best Referrer
Social Media Promoter
Special Considerations:
Communication Log
Date
Method
Notes
Action Items & Follow-ups
Immediate:
30 Days:
6 Months:
1 Year:
Annual Check-in:
Yes
No
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