On paper or using your computer come up with a form that includes all the possible information you might want to have on your current or future prospects and clients. Using a blank profile make notes for each item that includes:
How you will obtain that information: Is it something you can just come out and ask about upon first meeting the person? Is it information you can get from online or offline research (public records, newspapers)? Is it the type of information that you will develop over time as you meet with the client and do work for them (such as buying preferences and trends or personal information about family)?
How you will use the information? Is it something that will help you tailor direct mail or other advertising to that client? Is it information that can be used to build name recognition or goodwill (such as anniversary cards or business gifts tailored to their interests)?
This response will be reviewed and graded after submission.
Grading can be reviewed and adjusted.
Grading can be reviewed and adjusted.
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