BlackBook — Client Intelligence

Incoming Messages

No new messages

New Client

Step 1 of 4 — Identity

Who is this client?

Full Name *

Tier *

Birthday

Preferred Contact

Partner

Anniversary

Pet

Beverage Preference

Sizing & style preferences

Top Size

Bottom Size

Shoe Size

Jewelry / Wrist

Preferred Colours

Never Show

Items or styles this client actively dislikes. CA will be warned.

Boutique details & current status

Home Boutique *

Assigned CA

Appointment Date

Estimated LTV

Urgency

CA Action / Notes

First interaction note

How did this client come to us?

First impression note *

This becomes the CA's first briefing note. Write it as you'd tell a colleague — natural, specific, human.

Last Purchase (if any)

Follow-up Date