Client Profile
Description:
Client Profile Template is an ideal offering for anyone whose target is to retain an existing customer base and attract potential customers. You will be able to collect detailed information about people, create different customer groups, work out an effective business development strategy, etc.
Sections available in this template:
- Name;
- Phone;
- Address;
- Referred By;
- D.O.B.;
- E-mail;
- First Appointment;
- Notes;
- Date;
- Service;
- Price.
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Customer reviews
Michele
I keep buying these. They have everything you might want in a planner and more
Purchased item:
Kindle Scribe Ultimate Planner17 Oct, 2024
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Meagan
This planner is crazy! There is so much, it’s both overwhelming and amazing. Going to help me a lot at work! The creator of this is a genius, it’s almost like a database in PDF version.
Purchased item:
30+ reMarkable Planners Bundle17 Oct, 2024
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Maureen
Just got this yesterday and I am loving it. Everything in one place!
Purchased item:
Kindle Scribe Ultimate Planner16 Oct, 2024
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Please provide a calender with holidays in Japan!
Purchased item:
Supernote - Ultimate Planner