📊 OVERVIEW
An editable Excel template designed to support structured capture and maintenance of customer master data across any business function or delivery environment. Includes modular sections for contact details, segmentation, account status, and governance prompts—ideal for internal records, client-facing coordination, and operational oversight.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 👤 Customer name, contact details, and organisation info
• 🗂️ Segmentation logic and account classification
• 📈 Status indicators and lifecycle tracking
• 🔁 Version control and update history
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal management of customer master data
• Client-facing coordination and account setup
• Stakeholder alignment and operational governance
• Reusable format for CRM and reporting integration
🎯 FEATURES
• Editable .xlsx format with UK spelling and formatting
• Modular layout for customer data capture and tracking
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
