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Does every customer deserve the same sales/ marketing strategy? No – that’s why it is important to develop many client profiles. Here are 7 things you can include in your customer profile journal: 1. Who is your client? Include information such as location, size, industry, etc. 2. What does your client sell? Include product/ services details so that you can be constantly reminded and have an insider knowledge of what it is you are trying to sell for your client. 3. What is the demographic? Consult with your client. Get a full-picture idea of the type of customer your client is selling to. Note this in your journal and be sure you always remember who your customer is when developing strategy, ad copy, marketing projections, etc. 4. What are the key dates to remember? Jot down project deadlines, important company dates, prices, budgets, etc. You could also include any important events upcoming which are related to your client. 5. Keep your meeting notes organized It’s time to meet with your client and after several email exchanges, it is most important to keep in mind what your client has told you face-to-face. Use your journal to write down everything important which was discussed in your meeting. Then, relay the important memos to the client at the end of the meeting or in an email later on to show you’ve retained their info. 6. To-Do list It’s time to keep track of what is upcoming. Prioritize the job with individual client to-do lists for each client profile. 7. Always have a miscellaneous section Your client profile should always contain a miscellaneous section for anything extra you’re just not sure about. This is where you write questions to your client, mark things you’re not sure about, and keep things aligned. A client profile logbook is essential in your business. Get your blank lined journal today so you can be organized and efficient in your line of work.