Marketing & Sales

Customer Management (CRM) Board for Beginners: Customer Cards and A-D Ranks

Customer management (CRM) for beginners: freelancers, small shops and first-year sales reps use customer cards and A-D ranks so they never miss the right moment to follow up. The whiteboard holds the goal and the ground rules, four rank frames (A keep, B grow, C new, D dormant), an empathy map covering six areas for one A customer, a customer card grid of four columns by four customers, three frames on logging contacts, a four-step contact cycle, and a frame for the three people to call this week. The task board has five columns - to contact this week, contacted, waiting for reply, in progress and done - with 4 parent tasks and 12 subtasks, from listing customers to the monthly re-ranking. The A-D ranking is a beginner-friendly version of RFM analysis, which looks at how recently, how often and how much each customer buys. It also shows how to start customer management: the criteria and the contact frequency are written on the board, so you always know who to call next and when.