麦凯66档案表

麦凯66档案麦凯66客户档案日期________________最新修定时间________________填表人____________________基本1姓名________________昵称(小名)________________职称_______________________2公司名称___________________________地址___________________________________3住址_______________________________________________EMAIL_________________4电话(公)________________(宅)________________手机_________________________5出生年月日________________出生地________________籍贯_____________________6身高___________体重____________身体五官特征_______________________________教育背景7高中名称与就读期间________________________________________________大专名称_______________________________毕业日期________________学位________________8大学时代得奖纪录__________________________________________________________9大学时所属兄弟或姐妹会____________________擅长运动是_____________________10课外活动、社团___________________________________________________________11如果客户未上过大学，他是否在意学位____________________其他教育背景___________________________________________________________________________12兵役军种____________退役时军阶_____________对兵役的态度________________家庭13婚姻状况________________配偶姓名________________14配偶教育程度____________________________________15配偶兴趣/活动/社团_______________________________________________________16婚纪念日________________________________________17子女姓名、年龄_____________________________________是否有抚养权__________18子女教育_________________________________________________________________19子女喜好_________________________________________________________________业务背景资料20客户的前一个工作________________公司名称________________________________公司地址_________________________工作时间_____________工作职衔_____________21在目前公司的前一个职衔______________现职衔____________日期______________22在办公室有何“地位”象征___________________________________________________23参与的职业及贸易团体_____________________________所任职位________________24是否聘顾问_______________________________________________________________25本客户与本公司其他人员有何业务上的关系___________________________________26关系是否良好________________原因_________________________________________27本公司其他人员对本客户的了解_____________________________________________28何种联系_______________________关系性质__________________________________29客户对自己公司的态度_____________________________________________________30本客户长期事业目标为何___________________________________________________31短期事业目标为何_________________________________________________________32客户目前最关切的是公司前途或个人前途_____________________________________33客户多思考现在或将来_____________为什么__________________________________特殊兴趣34客户所属私人俱乐部_______________________________________________________35参与之政治活动_________________政党___________________对客户的重要性为何____________________________________________________________________________36是否热衷社区活动_________________如何参与________________________________37宗教信仰_________________________是否热衷________________________________38对本客户特别机密且不宜谈论之事件(如离婚等)_______________________________39客户对什么主题特别有(除生意之外)_____________________________________生活方式40(目前健康状况)_______________________________________________________41饮酒习惯__________________所嗜酒类与份量_________________________________42如果不嗜酒，是否反对别人喝酒_____________________________________________43是否吸烟________________若否，是否反对别人吸烟___________________________44最偏好的午餐地点______________________晚餐地点___________________________45最偏好的菜式_____________________________________________________________46是否反对别人请客_________________________________________________________47嗜好与娱乐_______________________________________________________________喜读什么书__________________________________________________________________48喜欢的度假方式___________________________________________________________49喜欢的东西_______________________________________________________________50车子厂牌_________________________________________________________________51喜欢的话题_______________________________________________________________52喜欢引起什么人注意_______________________________________________________53喜欢被这些人如何重视_____________________________________________________54你会用什么来形容本客户___________________________________________________55客户自认最得意的成就_____________________________________________________56你认为客户长期个人目标为何_______________________________________________57你认为客户眼前个人目标为何_______________________________________________客户和你58与客户做生意时最担心的道德与伦理问题_____________________________________59客户觉得对你、你的公司或你的竞争负有责任________________如果有的话，是什么__________________________________________________________________________60客户是否需改变自己的习惯_________________，采取不利自己的行动才能配合你的推销与建议__________________________________________________________________61客户是否特别在意别人的意见_______________________________________________62或非常以自我为中心____________________是否道德感很强_____________________63在客户眼中最关键的问题有哪些_____________________________________________64客户的管理阶层以何为重_____________客户与他的主管是否有冲突______________65你能否协助化解客户与主管的问题如何化解___________________________________66你的竞争者对以上的问题有没有比你更好的_______________________________数据读取中....