Hi,

I have just started a wedding videography business. I have a few
contacts which I need to keep track of and was wondering what you might
consider.

I obviously need the name and address. Because it is for brides and
grooms it would be nice to distinguish the two especially if they have
2 addresses. For example I would not want Jane Anderson as 1 contact
and her fiancé John Johnson as another, but I also do not want them to
be the same address because they aren't in the same house yet. They
need to be grouped, maybe as "Johnson/Anderson" and have a way to
include both addresses. I think this sounds pretty easy to do.

My next option I am looking for is this: I will need to know who
contacted who (They contact me or did I contact them?), who referred
them, their wedding date, and what contact has been made since the
initial contact, e.g. (did I send them the 10% off coupon? What about
the "$75 off" coupon?).

After the initial contact I would like to send a coupon in 3 weeks or
so, but I would like to know which coupons I have sent and if they
responded to them. I know these are things that could be put in my
contact notes…

The reason I would rather not have everything in the contact notes is
because I would like to be able to quickly see the stats/data. E.g. how
many contacts were referred to me by Josh, how many contacts found me
via my website, the newspaper ad, the phonebook ad? What packages are
the most popular? Etc. If this could somehow all be in Excel it sounds
like it would be easy to have a page that just totals all the "referred
by Josh" entries, etc.

It would also be nice to easily "sort" the pending clients into groups.
E.g.: "These people have received the 10% off coupon" etc. although this
is not absolutely necessary.

I know this is for very specific/customized tasks I want to do, but if
you have any ideas at all of where I should start, please let me know.
I am sure this would be something I would need to do in Excel but I am
not too savvy in Excel to be able to design something like this from
scratch. I am able to customize a sheet into my own needs (like a
budget sheet I found online) but I don't know of a good design to start
with.

Thank you all very much for your help and suggestions. Again, I am not
looking for the perfect software, just something that may help me out.
I am new to this business and it would be awesome to start out being
organized!

-Stephen


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Drywater
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