Collecting customer information is one of the best forms of marketing you have. It gives you the ability to get in touch with people who have already been to your brick-and-mortar store, who have experienced your services or products, who have, essentially, already begun building a relationship with you. And best of all? It’s free. You may pay out a little bit if you send postcards or a paper newsletter or flyer, but the cost is minimal compared to paying for a radio or newspaper ad. And if you start moving your customer interactions online, you can use this customer information to stay in contact with your customers and prospect list via email without any postage or printing cost. (More on e-mail marketing ideas.)
So what stops local business owners from regularly collecting customer information?
- They don’t think about it.
- They don’t want to be pushy.
- They don’t know how.
Start Thinking About It
If I offered you a way to get targeted marketing messages to your best customers for free, wouldn’t you be interested? That’s what collecting customer information is all about it. “Not thinking about it” is just a poor excuse, so here’s your free reminder to start thinking about and take advantage of a great marketing strategy. You don’t have to be pushy to ask if people want to be on your Preferred Customer List. You just ask, politely, and give them a quick and easy way to sign up. If you get a “No” in response, you don’t have to push it.
How to Collect the Information
- Step 1: Make it quick and easy.
Have a simple form handy, make lots and lots of copies, and leave it out in your retail space. Don’t make the form long; in fact, the shorter the better. Ask for the customer’s name, email address, and (perhaps) phone number or mailing address. The name and email address are the essentials, and you can just stick with those and get great results.
- Step 2: Make it beneficial for the customer.
Give your list a name – the Preferred Customer List or something along those lines – and give customers a clear, concise reason why they should join it. “For exclusive offers.” “For special discounts.” “For members-only events.”
- Step 3: Train your employees.
Create a short script and train every single employee to go through that script. It can be very short, and very simple: “Sir or Ma’am, would you like to sign up for our Preferred Customer List? We just need your email address, and you’ll get access to exclusive offers just for our Preferred Customers.” Teach your employees to have the form and a pen ready, and hold it out to the customer while they are asking the question. This small physical gesture makes it almost instinctive for the customer to reach forward. And no, employees shouldn’t be pushy either. If a customer declines, all that is needed is a polite response: “Well, maybe next time! Thanks for shopping with us!”
- Step 4: Be an Example.
Let your employees see you going through that script whenever you ring out a customer, answer a question, or call a customer about a special order. The script can easily be followed over the phone; you or your employee will just need to take the information verbally and write it down.
- Step 5: Be True to Your Word
If you’ve offered exclusive deals or special events, follow through. A weekly email is best, but at the least follow up with a monthly email offering a special deal, coupon, or event. Make sure the folks on your mailing list understand that it’s exclusive; that’s the value for them.
- Step 6: Get Feedback
Over time, your list will grow and you’ll have customers you get to know well. Use your list to get feedback on everything from your products to your store appearance to the kind of deals or events they would really like to see. Your customer list can quickly become a very valuable, informal method of market research; and the market is your ideal customer, so you know the information is good. (Here is a cool idea on WHAT to send to your e-mail list once you create it.)
The holidays are the perfect time to start collecting customer information, so get to it. Create that form and start asking. You’ll have a great way to follow up with all those new customers you get shopping for holiday specials.
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