How to create a house list
Posted: Sat Feb 01, 2025 7:22 am
While the method for creating an effective house list may vary from company to company, generally speaking, it involves the following steps:
Set the items to be included in the list
The information to be included in the house list is divided into the following categories:
Company Name
Business Contents
Person in charge and their department
Person in charge's job title
Decision maker information
Contact details (phone number and email address)
Past approach history
Information obtained through interactions hotel email list with companies (such as the concerns and current issues the companies face)
The above are just examples, and the information required will vary from company to company. Carefully consider what you write, keeping in mind "the information your company needs to connect with business opportunities."
Organize your information
Once you have decided on the items to be included in your house list, separate the customer information you have obtained through your past sales activities and marketing into those items. By doing this, you can save yourself the trouble of having to retrieve information one by one from various recording media when you actually create your list.
There is nothing wrong with deciding on the items and then moving straight to creating the document, but if there are multiple sources of information to refer to, you may become confused while creating the document, your work efficiency may decrease, and it may take longer to complete.
Add information to a list
Once you have organized the information, you can start writing it down on the list. Basically, you will need to enter the information manually using Excel or similar software, but we recommend having someone separate from the person entering the information to check for mistakes.
The contents of the house list are necessary when approaching customers, so if the information is incorrect, it can cause a loss of credibility for sales activities, marketing staff, and ultimately your company. If you want to reduce the effort and risk of mistakes involved in entering information manually, you should consider using a "business card management tool" that reads information simply by photographing or scanning business cards, or an "SFA" that can manage information on customers you are approaching and your approach history.
Set the items to be included in the list
The information to be included in the house list is divided into the following categories:
Company Name
Business Contents
Person in charge and their department
Person in charge's job title
Decision maker information
Contact details (phone number and email address)
Past approach history
Information obtained through interactions hotel email list with companies (such as the concerns and current issues the companies face)
The above are just examples, and the information required will vary from company to company. Carefully consider what you write, keeping in mind "the information your company needs to connect with business opportunities."
Organize your information
Once you have decided on the items to be included in your house list, separate the customer information you have obtained through your past sales activities and marketing into those items. By doing this, you can save yourself the trouble of having to retrieve information one by one from various recording media when you actually create your list.
There is nothing wrong with deciding on the items and then moving straight to creating the document, but if there are multiple sources of information to refer to, you may become confused while creating the document, your work efficiency may decrease, and it may take longer to complete.
Add information to a list
Once you have organized the information, you can start writing it down on the list. Basically, you will need to enter the information manually using Excel or similar software, but we recommend having someone separate from the person entering the information to check for mistakes.
The contents of the house list are necessary when approaching customers, so if the information is incorrect, it can cause a loss of credibility for sales activities, marketing staff, and ultimately your company. If you want to reduce the effort and risk of mistakes involved in entering information manually, you should consider using a "business card management tool" that reads information simply by photographing or scanning business cards, or an "SFA" that can manage information on customers you are approaching and your approach history.