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客户建档模板包Customer archive templates
从零散名片到可更新的客户档案。含产品事实表、客户档案和虚构练习样本。Turn scattered business cards into maintainable customer archives, with product facts and a fictional practice sample.
推荐与客户跟进路径一起使用Use it in the customer follow-up path
先准备公司事实，再整理客户记录，最后做联系与回复。按你的当前任务选步骤。Prepare company facts, organize customer records, then plan outreach and replies.
查看组合使用步骤See the combined workflow 反馈使用问题Report an issue从输入，到能用的成果。From inputs to a useful output.
你需要准备什么What you need
- 自己的产品事实、脱敏名片与会谈记录Your product facts, an anonymized card and meeting notes
你会获得什么What is included
- 客户档案、来源、待核信息与更新规则An archive, sources, unknown facts and update rules
怎样开始使用How to begin
- 先读说明，用虚构样本练习Read the guide and use the fictional sample
- 填写自己的产品事实，再整理客户资料Prepare your product facts, then organize customer inputs
- 核对来源和待核项，练习更新档案Review sources and unknowns, then update an archive
使用条件与能力范围Requirements & scope
提供模板和规则；客户调研、判断与业务动作需要实际工具和人工确认。Templates and rules are provided. Research, judgments and actions depend on your tools and human review.
检查与持续更新Review and continued use
按说明核对来源、事实和输出，把修改与有效做法记录下来。软件、在线运行和第三方工具的能力以具体产品的交付说明为准。Review sources, facts and outputs. Record changes and useful methods. Software, online execution and third-party tools follow each product’s actual delivery scope.
使用与授权说明Usage & licence