客户建档模板包Customer archive templates

适合谁，从哪里开始。Who it is for and where to start.

外贸经营者、销售与小团队；已有客户资料，想建立统一的建档与更新方法。Trading operators, salespeople and small teams with customer information to organize.

开始前准备什么Before you begin

• 一份自己的产品介绍，填写真实规格、认证与交期条件。Your product facts: actual specifications, certificates and delivery conditions.
• 能处理文件、读取资料的助手或工具。原包方法来自 WorkBuddy，其他工具需按实际能力适配。An assistant or tool that can work with files and inputs. The original method used WorkBuddy; other tools require adaptation.
• 一份脱敏名片、会谈记录或已核对的客户资料。An anonymized card, meeting note or verified customer record.

按这四步使用Follow these four steps

1. 解压到新建的练习目录，先读“开始使用”和安装说明。Unzip into a new practice folder and read the start and setup guides.
2. 填写公司产品档案，明确做客户判断时的事实依据。Fill in company product facts as the basis for customer-fit decisions.
3. 用虚构样本走一次建档，再换成自己的脱敏资料。Practice with the fictional sample, then use anonymized inputs.
4. 检查来源、待核项与文件位置；练习更新一份已有档案。Check sources, unknown fields and file locations; update an existing archive.

能力与使用边界Capabilities and limits

模板提供资料结构与工作规则。客户官网调研、模型能力与助手权限取决于实际工具；匹配判断与业务动作需要人工确认。The pack provides structures and rules. Research, model capabilities and assistant permissions depend on your tools. Fit judgments and business actions require human review.

实际文件清单Actual file list