A record of customers and relevant contact, preference and purchase information used to maintain relationships.
A client book brings together the customer information an adviser uses to maintain individual relationships. It can sit within a digital clienteling or CRM system, where contact details and relevant profile information are available for follow-up. The practical workflow is to record useful information, consult it before making contact and update the record as the relationship develops. A client book supports an adviser’s ongoing work with particular customers, while CRM describes the wider management of customer relationships and information. Its value depends on usable records and purposeful follow-up rather than the number of names alone.
In job listings
LVMH’s Sales Consultant role in Bicester required gathering and collating clients’ CRM details to build the client book and maintain relationships through personal follow-up. The adviser would use the customer information recorded during a visit to follow up afterwards. Search local jobs for “client book”.
