Intended customer follow-up form

Intended customer follow-up formRecord the progress of communication with existing customers to ensure high-quality services to customers, introduce new customers, or improve the customer management system. The free download of the intended customer follow-up form Excel template is provided by Huajun Software Park. The source file is in xlsx format. You can edit and modify the content style by downloading the source file. For more free downloads of the intended customer follow-up form, please pay attention to Huajun Software Park.

Tips for using the follow-up form for prospective customers

Intended customer follow-up formHow to fill it out?
Customer profile analysis (Profiling) includes customer levels, risks, hobbies, habits, etc.;
Customer loyalty analysis (Persistency) refers to the customer's loyalty, persistence, changes, etc. to a certain product or business organization;
Customer profit analysis (Profitability) refers to the marginal profit, total profit, net profit, etc. of products consumed by different customers;
Customer performance analysis (Performance) refers to the sales of products consumed by different customers based on categories, channels, sales locations and other indicators;
​​Customer future analysis (Prospecting) includes future development trends in the number of customers, categories, etc., and methods to win customers, etc.;
Customer product analysis (Product) includes product design, relevance, supply chain, etc.;
Customer promotion analysis (Promotion) includes the management of advertising, publicity and other promotional activities.

General tips for follow-up forms for potential customers ​ ​ 1: Forced line breaks within cells
By pressing alt+Enter after a certain character in a cell, you can force the cursor to the next line.
​ ​ 2: Automatic line wrapping
After typing the text in the cell, find the "Automatically wrap" button on the toolbar and you can freely switch the text between wrapping and not wrapping.
​ ​ 3: Hide the chapter list
​​Select the first line, hold down [shift+F] to open the "Find and Replace" dialog box, "Remarks to find all, hold down shift+A to select all, then close the dialog box, hold down [ctri+0] to hide
​ ​ 4: Quickly select specific columns
​​Select the table area, click the "Create from selected content" dialog box under the [Formula] tab, select "First Row", after the settings are completed, open the name box in the upper left corner, click the corresponding list to jump to the specified column.
                                                                                                                                                                                                                                          Two-column name verification
If you want to check whether the name in Table 2 appears in Table 1, a formula can be used to do it immediately.
=IF(COUNTIF(A:A,C2),"Yes","No")
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