Client Information Sheet Template

By | July 26, 2016

Business owners are responsible for keeping track of an abundance of information. Not only do you need to keep up with your employees, but you’ll also need to maintain detailed records of your clients. It is truly impossible for a business to excel in today’s age, if they remain in isolation. Internal and external business partners need to be involved in the majority of the decisions the business makes to ensure all opinions are accounted for. One of the best ways to make this happen is by downloading and using the client information sheet template.

Who Can Use It?

Although this specific document is primarily utilized within the business sector, it can also be used in other ways. Lawyers have also been known to keep a detailed client information sheet to keep up with their client’s cases. When you need to keep track of client’s names, contact details, and charges, you should consider using this document. It’ll help to ensure you have all of the information needed right in front of you at all times.

Things To Incorporate

To make sure your client information sheet is worth your time, you’ll need to include some specific details. As mentioned above, the document should contain the client’s information, contact details and their costs. It is also a good ideal to add details about your business and the individual, who worked with the client. This will give you the ability to directly contact the individual in charge, if something goes wrong along the way.


Client Information Sheet Template