What format should I use to organize my LTV customer data?
A simple spreadsheet or Google Doc works perfectly—you don’t need a fancy CRM database. Create columns for first name, last name, email, phone number, address, and lifetime value (total amount spent). If you’re extremely old-school, you can start with graph paper, though someone will need to digitize it eventually. The important thing is to start gathering and organizing the information in any format, then get it into a digital spreadsheet for uploading.
Asked by general teaching · Answered by Patrick Shanahan · art-marketing-podcast · 2018-08-30