Computer Data, Home Address & Couples

We do not want a customer’s work address as their mailing address unless the person owns the company. When adding a new name, ask the customer for a home address. (What I do after that is, just before I start filling in the line, I ask again “sneakily” if it is their home or work address.)

The reason we request this is because the post office forwards our mail when a customer moves and notifies us of his/her new address. They will not notify us (they do not even know) when he/she leaves a company, and the company will not tell us. Therefore, we will be sending mail to the trashcan at that company FOREVER, and never know that our customer is no longer there. Unless of course, he/she comes in or calls months or years down the road asking, “Why don’t I get the newsletter anymore?”

Sometimes, if the customer is an owner of a good-sized business, I will send them one at work, for their employees, AND one to their home for their spouse to see. Otherwise, GET THE HOME ADDRESS!!

When Husband and Wife are Both Customers

When both husband and wife or live-in couples are both customers, then each should have their own computer file. They can both get their newsletters and mail at home BUT it would make more sense if we sent the newsletters, catalogues and magazines to TWO different addresses.

As a guideline use the following but you as the salesperson should decide:

• Send the newsletter to the work address of the one that has his or her own company.
• Send the other one their mail at home.
• If neither has their own company, send the newsletter to the address of the one that will get us the most coverage or exposure (for example, if one works at Qualcomm, send it there so it may be seen in the break room).

If A Couple Has Only One Computer File Now

And BOTH shop with us, split it into two. Move the LESS active one into his or her own file. Enter any notes in the contact log to bring the file up to date, with a reference that their husband, wife, or fiancée has his or her own file and say who that person is. The other person’s name goes into the first line of the contact log, along with other data and their name goes into the box “Significant Other’s First Name.” If the SO has a different last name put that in BOTH places as well.

Don’t forget to add Special Events to each person’s file. The husband’s birth date should be in the wife’s file so that we can send HER a reminder about HIS birthday, and vice-versa.