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Part 3: Customer Information

Updated: Feb 20, 2022

Part 3: Customer Information


Information you should have before you start a project.

This is something you may want to keep on file for future reference.

You my start a file to keep receipts for materials and a copy of the customer’s invoice

Don’t trust your memory because its not a reliable way to store information.


This is what I recommend start filing information.

Ordered from Amazon, Pendaflex Portable File Box (About $21.00)


1: Customer’s name


2: Your customers preferred contact method

Cell

Home phone

Email

Other


3: Home address


4: Shipping address


5: Sizes for the project.

Ring

Bracelet

Chain


Description of the project

Timeline and the expected delivery date.

Budget for the project.

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