Maintain a strong customer database
Your customer database is one of the most valuable assets you'll hand over. A strong, organized list of customers and their history proves the revenue is real and transferable — not living in your head.
Do this
- Keep every customer's details and history in one system (Bizer's People).
- Record purchase history, contact info, and permission to market.
- Keep it clean and current — remove duplicates and dead records.
- Make sure it can be handed over intact, independent of you.
Customer Database Checklist
- All customers in one system, not scattered
- Contact details and purchase history recorded
- Marketing permissions captured
- Cleaned of duplicates and dead records
- Transferable to a new owner intact
