Set up a customers reference list

This forum is for members to share and gain knowledge of Project Management. Got a question about project management? Need help with a problem? Wish to offer tips and advice? Post here.
Post Reply
New Member
New Member
Posts: 4
Joined: Mon 26 Aug 2013 9:50 pm

Context: Advice/ideas for a company active in Project Management Consulting.


The goal is to convince new customers of our work by showing them what we have already realized in other companies. This is why i want to make a clear overview of all our customers and some additional information. I really want to have a complete reference list that can be used in practice but i want to keep it user friendly and as standardized as possible (so with drop down lists if possible)!

  1. Set up a list/database in MS Excel or MS Acces? (don't want to use any other programs for it)
  2. I already have an idea of the categories I want to show in this reference list. Is there anyone who can add some important categories? (I will list them up here):
    Customer - Consultant (that did the job) - Country - Location - Sector - Subsector - Solution - Subsolution (a more specific description) - Year - Duration of the Project - Delivery/Consulting/Training - Company Size - Specific question of the customer
  3. Does anyone has an idea to standardize the sector (and subsector). Is there a classification that I can use? (e.g. a classification that states Health and splits that up again in Pharmacy - Hospital - ...)
Many thanks!

Expert Member
Expert Member
Posts: 57
Joined: Thu 20 Sep 2012 10:19 am
Location: France

Talking of categories, how about matching the type of product or service the customer might be interested in to your previous work to get them interested faster?

Post Reply