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Get customer details out of your phone into one simple list

Customer details are scattered across texts, WhatsApp, emails and scraps of paper. Get a simple customer list layout and a five-minute weekly routine.

Updated 17 Oct 2026

The prompt · ChatGPT

Help me set up one simple customer list.

My business: [what you do]
Where customer details are now: [e.g. phone contacts, WhatsApp, email, notebook]
What I'd use the list for: [e.g. reminders, offers, repeat bookings]
Tools I already use: [e.g. Google Sheets, Excel, invoicing software]
Roughly how many customers: [number]

Ask me up to 3 short questions first. Wait for my answers.

Then:
1. A list layout with columns, kept short.
2. A 5-minute weekly routine to keep it up.
3. A plan to gather old details over the next month.
4. A note on keeping details safe and only using them as customers would expect, with a pointer to the ICO's guidance for small businesses.

Simple, UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. what you do: a short note you already have. e.g. phone contacts, WhatsApp, email, notebook: a short note you already have. Leave the rest of the prompt as written.

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