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For example: The clients specific needs i.e. which product or service they pay for. Why they are using those products or services i.e. what they want to achieve. The start and end dates of any contracts you have with them. The general terms of those contracts.
Basic data about a B2C customer For a B2C company, collecting basic information would be even more straightforward. Make sure you get their name, gender, age, profession, location, email address, phone number, and household income.
An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.
Full name, contact information, date of birth, Social Security number, and emergency contact information. Client background information.
Understanding your ideal customer involves knowing their demographics (age, gender, family status), their occupation and personality, as well as what triggers and motivates them. This insight helps tailor your approach to resonate with their specific needs and desires.
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People also ask

If you sell directly to individuals, find out your customers gender, age and occupation. If you sell to other businesses, find out what industry they are in, their size and the kind of business they are. For example, are they a small private company or a big multinational?
The information you collect from your customers might include: personal contact details. personal residential details. government-issued identification.

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