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Five tips for creating a great customer contact list

Below are five tips for building a great account-level contact list:

  1. Get the account team engaged in the process. Without their involvement the results might not be considered valid or valuable.
  2. Let the customer participate too. Having someone from the customer organization add, modify, and delete contacts helps secure their buy-in.
  3. Identify a good starting point. A CRM system is a good starting point. Another great starting point is the contact list from a previous survey wave or another initiative.
  4. Make the process as easy as possible. Use a simple Web form to collect customer information from account managers.
  5. Provide clear and simple instructions. Create a quick start guide.

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Walker Weekly

Walker is a consulting firm specializing in customer experience. Helping businesses for more than 75 years, Walker’s diverse team of consultants provides tailored, comprehensive solutions to help companies achieve their business objectives and grow shareholder value. Walker specializes in customer retention and growth, using predictive analytics and other innovative approaches. Walker works with some of the world’s most influential businesses as well as emerging organizations of all sizes. For more information, please visit

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