Checklists for Managing Customers

As a business owner, one of your main tasks is managing customers. You have to take care of their needs and problems, answer their questions, and make sure you maintain the relationship you have with them.

Treat your customers right and they’ll return to you time and time again. This is something you can systematize. Create checklists for yourself so you can be sure you’ve covered all of your bases.

As part of managing your customers, you’ll personally connect with customers via email, possibly set up a help desk, connect on social media, pay attention to their needs and desires, create products that help them, promote products that help them, and more.

Depending on your business model, you might handle all of this yourself. I try to do as much of this myself as I possibly can. Or, you might hire someone to help you do some or all of these tasks.


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