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
Fendi’s Senior Client Advisor role in Vancouver required building and maintaining a client book, following through on client concerns and enquiries, and keeping up customer correspondence. These duties gave the record an ongoing service purpose, linking the information held with practical work to sustain client relationships. Search local jobs for “client book”.
