You probably already have a “Profile” on all your clients in your computer.
This is how expanding it to a “secret” profile can help your communication with your customers and increase your bottom line in your business.
When I owned a travel agency, we had all the usual information on the client in our computers. Address. Telephone contacts. Credit card information. Seating preferences on aircrafts and mileage numbers. Favorite hotels. Every travel agency did this. You probably have something similar on your customers.
But we were a luxury vacation agency and we added more comments on the profile than most..
These clients only booked a few vacations a year but many spent $50,000. a year or more on these trips so it was important to make them feel as though they were very special and that we remembered them. We handled so many transactions; we could not possibly recall everything about them.
Some comments were basic, like –
“Prior destinations and dates of travel.”
But, do you note things like they have a Ferrari that they love or their wife was sick last time you spoke so you can ask about her?
Do you know their children’s names –or even more important – grandchildren – and the one who just started kindergarten?
There were other notations on our profiles that were more unique. Here are a few. You could write a book on some of these people.
“Does not walk on sand. Only book hotels where there is a walkway to the pool.”
“The only thing that ‘turns this couple on” is an orange bedroom. Call hotel directly to arrange.”
“Bed in room must face east. Call hotel to confirm position of bed in room before confirming booking.”
“First grandson, Mark, born on (date) Second, Karl born on (date)”
“Husband died on (date). Inquire how she is doing if appropriate”
People absolutely loved that we “remembered” everything. They could not get over what wonderful memories we all had.
Some of the comments gave us a great advantage over our competition. Here’s one such story.
There were two elderly, wealthy widows who took a hugely expensive trip every year.
They called one day to tell me that they had booked a long, expensive trip to China with a charitable organization that was sponsoring it. My heart sank.
The trip originated from Los Angeles. Would I get them tickets from Chicago to that airport please? (That was a booking of about $800 total)
Then they asked me my opinion of the trip. It happened to be wonderful itinerary and a fine operator so I told them it was great.
But it was so wrong for them. They were what we used to call “highlight travelers” – just interested in the famous places – and this trip explored every blade of grass in the country. They were far too frail to keep up with it. Miles of walking. Many trains that had stations that had huge distances to walk in order to board. This trip could kill them.
But, what could I say?
I pulled up their profiles.
Suddenly, I noticed some notes I had made.
One lady had the comment, “Left foot operation on (date) The next notation said “Right foot operation on (date)”
The other lady had a notation, “Open heart surgery on (date)
So, I decided to take a real flyer to see if I could get the business.
“This is a wonderful trip but just let me give you some important advice. You will thank me for this. Go out and invest in the best, most comfortable walking shoes you can find. You will need them on this trip.”
Bingo. That was it. Guess who booked a more suitable trip? Yup.
Was it a little dishonest? Hmmmmm. I prefer to call it “enlightened self-interest.” They enjoyed (and survived) the trip I booked and I loved the big commission.
The moral to the story is that people want to know they are important to you. That you care about them. Many of them consider you a friend. But you are only human and there is only so much you can put in your brain. Their profile in your computer or even on a 3×5 card is sometimes the key to greater communication – and let’s be honest – a whole lot of continued and new business.
People do business with people they like and feel close to. You can be that person by keeping your “secret” profiles up to date.
What do your secret client profiles say?
This is a chapter from my book, Sales Lies and Naked Truths.
Read the rest of the book here.





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I am reminded of a Sufi saying: You know what one is and what two is, so you think one and one is two. But do you understand, ‘and’?
Businesses, particularly large ones are losing touch with their customers. If they are to survive this needs to be addressed.
Chris – as usual -
You come up with the most amazing examples.
Now, if big companies would bring their customer service people back to where you can understand their language, it would help.
I like to talk to someone where English is their first language – not their second – or horror – their third.
I hate to discriminate but after waiting for a half hour for the person to answer I would like to get someone who understands my problem.
Will that happen?
Is that an issue in the UK too?
Twitter: happymakernowco
February 14, 2011 at 11:47 am
Great reminder Corinne. I do know what you mean. Years ago when I sold Mary Kay I had a file on all my return customers. And it is the little things in there life that they want you to remember. I does make a big difference to a customer.
thanks again and hope you are having agreat day.
Wishing you a very happy Valentines Day, because Corinne you are a special lady.
Debbie
Dear Debbie -
I am sure you were a terrific salesperson for Mary Kay and did a lot of business.
You are naturally such a caring person.
I know I would buy my cosmetics from you in a minute.
Corinne, This is actually where the fortunes are made – in these very details. In showing that you genuinely care about people and know what’s important to them. Don’t be afraid to ask questions, learn about your clients and then write down those details – they will make a huge difference in your reputation and your bottom line!
Thanks for the important reminder and great examples – sometimes it’s as simple as helping people find solutions (like the China trip) that really work for them – it doesn’t hurt if they work for you too…..
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Dear Amy -
I have seen more and more that people treat their clients more like very friendly acquaintances than just a sale.
I don’t feel guilty about using my information to get the business because I really thought it was too difficult a trip for these fragile ladies.
The tour director would have had to arrange to send them home.
I was going to add that they should wear only a skirt and no underpanties because the rest stops in the hinterlands contained only a fllthy hole in the floor. Pants would be ruined.
That would have really horrified them.
Glad I didn’t have to add that. I can remember going into the weeds by the side of the bus. I didn’t care who saw me.
Twitter: andrewrondeau
February 15, 2011 at 3:09 am
Corinne
When working for corporates we kept lots of information regarding our customers and suppliers.
Now I work for myself…I do similar but I do need some sort of software to keep it all in one place rather than a spreadsheet!
Andrew
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Dear Andrew -
I know you are a super tech but -
You don’t need software to do this.
A word file that you add to along the way would do. As long as you put it in alphabetical order. Easy enough.
Or a card file in a box. That’s how I kept track of everyone.
You can stop laughing now.
Twitter: andrewrondeau
February 16, 2011 at 7:12 am
Corinne
A card file system is fine.
Andrew
I didn’t laugh…honest!
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Dear Corinne,
A little dishonest? What could be dishonest about the truth? The fact that you knew these women and cared about their travel needs more than the other agency is what got you the business, not trickery or dishonesty.
You did them a favor and it was also an unseen favor for the people that were on the original trip and the people that organized it too. A very good thing for all concerned. And those little ladies got to be cared for by you. What could be better?
Sharon
Dear Sharon -
The money was important. Big clients like these really kept us in the black.
But I would NEVER have put these ladies on a strenuous trip like the one they had booked.
I am surprised that operator – who was a excellent one – did not have a health question form for them to fill out.
They would not have accepted them.
Money aside – they had a wonderful time on their trip to China. Their main interest was to see the Great Wall and the sights in Bejing.
And to stop in Hong Kong on the way back to shop.
Mission accomplished.
Twitter: MichelleVan
February 16, 2011 at 9:48 am
I love old fashioned sales. I don’t call it dishonest at all, I call it connecting and caring about your clients!
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I was very impressed and felt had to get a valuable experience after reading your article. I will learn more and I’ll try to implement. thanks for sharing.
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