Ensure compliance with all local and federal data regulations and keep up with current legislation.

Get the basics right (name, address, etc.) before trying to develop the customer relationship further.

Be clear about your intention. Say why you would like to know more and explain the benefit of sharing the data to your customer.

Understand the limits of your brand. Do customers come to you because you do a simple service well? If so, don't attempt to create a bigger "customer experience" where it may not be necessary or valued.

Don't let data defeat you. Technology and support exists at every business level.