Date
Customer
|
1. Name Nickname |
|
2. Company name |
|
3. Address Home address |
|
4. Telephone: Business Home:: |
|
5. Birth date: Place Hometown |
|
6. Height (approx.) Weight (approx.) |
Education
|
7. High school Year graduated |
|
8. College Degrees Year graduated College honors |
|
9. College fraternity/sorority Sports |
|
10. College extracurricular activities |
|
11. If customer didn’t attend college, is he/she sensitive about it? _________ |
|
12. Military service Discharge rank Attitude toward being in the service |
Family
|
13. Spouse’s name and occupation |
|
14. Spouse’s education |
|
15. Spouse’s interests |
|
16. Anniversary |
McKay 66 file:///Users/reinkefj/Desktop/mckay66w.htm
|
35. Politically active? Party Important to customer? |
|
36. Active in community? How? |
|
37. Religion Active? |
|
38. Highly confidential/sensitive items not to be discussed with customer (i.e.: Divorce, aa member, etc.) |
|
39. On what subjects (outside of business) does the customer have strong feelings? |
Lifestyle
|
40. Medical history (current condition of health) |
|
41. Does customer drink? If yes, what and how much? |
|
42. If no, is customer offended by others drinking? |
|
43. Does customer smoke? If no, object to others? |
|
44. Favorite places for lunch: Dinner |
|
45. Favorite items on menu |
|
46. Does customer object to having anyone buy his/her meal? |
|
47. Hobbies and recreational interests |
|
48. Vacation habits |
|
49. Spectator sports interest: sports and teams |
|
50. What kind of car(s) |
|
51. Conversational interests |
|
52. Whom does the customer seem anxious to impress? |
|
53. How does he/she want to be seen by those people? |
|
54. What adjectives would you use to describe the customer? |
|
55. What is he/she most proud of having achieved? |
|
56. What do you feel is the customer’s long-range, personal objective? |
|
57. What do you feel is the customer’s immediate personal goal? |
The Customer and You
|
58. What moral or ethical considerations are involved when you work with this customer? |
|
59. Does the customer feel any obligation to you, your company or your competition? If so, what? |
|
60. Does the proposal you plan to make to him/her require the customer to change a habit or take an action that is contrary to custom? |
|
61. Is he/she primarily concerned about the opinion of others? |
|
62. Is he/she very self-centered? Highly ethical? |
|
63. What are the key problems as the customer sees them? |
|
64. What are the priorities of the customer’s management? |
|
65. Can you help with these problems? |
|
66. Does your competitor have better answers to the above questions than you have? |
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Posted by reinkefj 







