Client Board Template
Description:
To successfully collaborate with clients, you must be aware of detailed information about them. Client Board Template is the perfect tool for recording and storing everything you need to know about your customers. This will definitely help you and your team run an efficient and productive business. So choose online the page size you are interested in and easily download a ready-to-print PDF file with a layout.
Sections available in this template:
- Client Information;
- Name;
- Lead Contact;
- Company;
- Phone;
- Address;
- Interest And Need;
- Conversations (Follow Up 1/2, Result);
- Call Notes;
- Tasks (You / Client);
- Notes / Sketch.
Customer reviews
I wish you could add blank sketchbook style pages at the yearly and weekly levels!
Purchased item:
reMarkable Daily Notes - Sketchbook
Had all templates forever needs
Purchased item:
30+ reMarkable Planners Bundle
Great extensive planner for Kindle Scribe.
Purchased item:
Kindle Scribe Ultimate Planner
Solid product - and very happy with my purchase. Wish it had a bit more customization but it comes with so many options and variety that there is little customization necessary.
Purchased item:
Kindle Scribe Ultimate Planner
My only wish would be that you could add blank sketchbook style pages to the weekly and yearly sections.
Purchased item:
30+ reMarkable Planners Bundle