Beginner level · Module 3: Customers and Simple Planning · Lesson 1 of 3
Customer Records
Know your customers so you can serve them and sell again.
In this lesson you will
- Keep a customer list
- Use records to bring customers back
Key concepts
customer listpurchase historyconsentfollow-up
The lesson
Record each customer's name, contact, what they bought and when — with their permission.
Records show who your best customers are and when to follow up, for example a reminder when school starts.
Protect customer details and only message people who agreed to hear from you.
Step by step
- Create a customer list template.
- Add sample customers.
- Identify repeat customers.
- Plan a follow-up message.
Practice activity
Set up your customer list.
Expected result: A usable customer list with a follow-up plan.
Check your understanding
-
Why keep purchase history?
Show answer
To know best customers and when to follow up.
-
Who should you send marketing messages to?
Show answer
Only people who agreed to receive them.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.