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Revised January 2011Customer Reference Guide for Automated File Transfer and Preflight3801 Toulouse Street | New Orleans, Louisiana 70119 | 504.486.8646 | www.pelhughes.comRevised January 2011Introduction
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Gather all necessary information about the customer, such as their name, company, contact details, and specific products or services they have used.
02
Provide a section for the customer to write about their experience with your company, including any feedback or testimonials they may have.
03
Include any specific questions or prompts for the customer to address in their reference guide, such as how the products/services have benefited their business or why they would recommend your company to others.
04
Ensure the guide is easy to fill out, with clear instructions and enough space for the customer to provide detailed responses.
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Thank the customer for taking the time to provide their feedback and let them know how their reference will be used.

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Companies looking to gather feedback and testimonials from satisfied customers.
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Sales and marketing teams that use customer references to showcase the benefits of their products/services to potential clients.
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Businesses seeking to build credibility and trust with their target audience by sharing real-life experiences and success stories from happy customers.
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Customer reference guide is a document that provides information and instructions for customers on how to use a product or service.
The company or organization that is providing the product or service is required to file the customer reference guide.
The customer reference guide can be filled out by providing clear and detailed instructions, FAQs, troubleshooting tips, and contact information.
The purpose of the customer reference guide is to help customers understand how to utilize the product or service effectively.
The customer reference guide should include information such as product features, benefits, usage instructions, troubleshooting steps, and contact information for customer support.
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