Customer Contact Directory — Portfolio Sample

Self-initiated portfolio sample by Jassette Donaldson. All names, organizations, and contact details are fictional demonstration data.

Show how an organized contact spreadsheet can support consistent record keeping and timely follow-up for a small business.

Prepared eight customer records with unique customer IDs, names, business details, email and phone fields, location, preferred contact method, customer status, contact dates, follow-up dates, and notes. Added consistent formatting, filters, and dropdown validation.

The image shows selected fields from four records in the original workbook. The complete demonstration contains eight records.

Excel-format customer directory demonstrating structured data entry, contact organization, spreadsheet formatting, and follow-up tracking. The intended benefit is easier record retrieval and clearer next actions.

Services: contact list entry, customer and vendor database updates, spreadsheet cleanup, and administrative support.