Beginning Farmer & Land Access
Beginning Farmer Customer Relationship Management Guide
A guide to customer relationship management for beginning farmers. It shows how to track customers, orders, and conversations so service improves over time. Use it alongside advice from local advisors.
Download free PDF1 page, US Letter, prints clean in black and white
GuideBeginning Farmer & Land AccessFree PDF
The steps on this page
- List the customer information to track
- Choose a simple tracking tool
- Enter new customers promptly
- Note order history
- Note preferences and feedback
- Plan follow-up messages
- Thank repeat customers
- Protect customer data
- Review the list often
How to use this guide
Walk a new hand through the steps once, then let them use the page on their own. Add your own notes as you learn what works.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with SBA and eXtension.
For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including The Farmer, and agribusiness farm stories.