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Tip of the Month - Customer information worksheet

1.  Customer’s name, address, city, state, zip, phone (home, work, cell).
2. Dates:  Quote done, Quilt promised, Quilt completed, Quilt Picked up or shipped.
3. Quilting description:  Here I make notes about the quilt top and what designs are planned for each area of the quilt top. I use the back of the worksheet if I need additional space.
4. Itemize the costs for:
    a. Quilting – cost is based on the designs described above
    b. Thread – specify the charges for the brand and color choice made
    c. Batting – specify the charges for the brand & density selected.
    d. Backing – specify any charges for the fabric, seaming, etc.
    e. Binding – specify the charges for applying the binding.
    f. Special handling – specify the charges for any / all special handling which includes (but not limited to) applying edge strips, applying hanging sleeve, turning charges, Design Center medallions, new pattern purchases / development, rush order.
5. Is the quilt going to be entered into a competition?  If I know this, I can make recommendations about things that judges look for – quilting density, tie-off knots, bindings, SID, etc.
6. What type of markers can I use?  Some people feel strongly about the use of air erasable marking pens or water soluble marking pens.
7. My worksheet has a space for subtotaling all the charges (listed above).  The sales tax, shipping/insurance costs and the grand total for the job are calculated later. 8.Finally, I have an area for signatures (mine and theirs) which indicate acceptance of the terms and details included.  We both sign and date the worksheet, and the customer gets a copy.

One last suggestion – When I ship quilts back to a customer, I always insure them and I require a delivery signature.  I also explain that it is not safe to ship ‘Quilts’ these days – so their package will be marked “Baby Clothes” !    I hope this helps your business!   Pat Berry  Wisconsin

Do you have a tip you would like to share?  Email me


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