Sample of Customer Information Card    

 

 Front  3X5 or 4X6 index card  Customizing Ideas for your Guest Card

 

 

Guest Card

 

Date ___/___/___ Name _______________________­­_______________________________

 

Address ____________________________________________________________________

 

City _____________________________________ State _________ Zip _________________

 

Telephone (_ _ _) _ _ _ - _ _ _ _         (w) (_ _ _) _ _ _ - _ _ _ _         (c) (_ _ _) _ _ _ - _ _ _ _

 

Birth date:---Month:_________  Day ________  Email _________________________________

 

What brought them in? (Type Advertising)   Product(s) List all of the products you have on your UpBoard

Newspaper                                                                   Product

Radio                                                                           Product

Television                                                                     Product

Direct Mail                                                                   Product

Internet                                                                        Product

 

Action Date ___/___/___  Comments  _____________________________________________

 

__________________________________________________________________________

 

Sale Amount $_____ Warranty $_____or How Far Did I Get in the selling process. 

1 Greeting..  
2 Needs Analysis
3 Comparison
4 Sketched The Room
5 Presentation
6 Demonstration
7 Asked For Order
8 Made Be Back Appt

 

 

Back of Card

 

 

Sketch

Dimensions or Additional Notes

  (Lines Should be drawn as a grid with 1/4 inch squares)

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_______________________________________________________________________________________________                 _______________________________________________________________________________________________           _______________________________________________________________________________________________           _______________________________________________________________________________________________            _______________________________________________________________________________________________           _______________________________________________________________________________________________           _______________________________________________________________________________________________            _______________________________________________________________________________________________            _______________________________________________________________________________________________           _______________________________________________________________________________________________           _______________________________________________________________________________________________           _______________________________________________________________________________________________            _______________________________________________________________________________________________          _______________________________________________________________________________________________

 

 

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