Who’s Who? A Beginners Guide to Building Lists and Tracking Customers

Who’s Who? A Beginner’s Guide to Building Lists and Tracking Customers

You’ve heard it before: “You need a list!” But how do you transform that list from a handful of names into a powerful, organised database that drives your business growth?

This practical, beginner-friendly workshop is designed for emerging business owners who are ready to take control of their customer information and turn it into a valuable asset.

In just one hour, you’ll learn how to:

• Plan a clear, strategic journey for your audience – from first contact to loyal repeat customer.

• Map out the key stages in your customer’s buying experience and identify exactly where each person is in that process.

• Avoid common list-building mistakes and spot the gaps where leads and opportunities can slip away.

• Create one central place to track customer details, conversations, and activity – so nothing gets lost and you save precious time.

• Recognise the “number stories” hidden in your customer data that reveal what’s working (and what’s not).

By the end of this session, you’ll have the confidence to manage your contacts more effectively, streamline your follow-ups, and make better business decisions based on real insights – instead of guesswork.