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.
Customer reviews
This template is the perfect blend of space for adding notes and ample space for scheduled appointments. Love it!
Purchased item:
Weekly Planner Template with Notes
I know I'm capable of creating and adjusting the finer details of my own calendar like this in Excel or some other program, but I've been using up my spoons with so many other things that I'm just relieved to stumble across someone who's already done it and made it available for purchase so I don't have to use up any more. I prefer filled versus bound planners because I don't have to risk overhauling the whole planner because I want to redo a few pages. This also lets me mix and match planner styles, such as using a 15-minute planner template with specific time slots as needed to keep up with appointments and this template that I'm currently reviewing as a lesson planner. I'm using a self-paced course to train for a new career and wanted something that worked for my brain to plan specific deadlines to meet academic goals without getting bogged down by the visual noise of other daily activities. This template has been great for visualizing how many days I have left until the deadline I set and how much I need to get done each day to make sure I meet that deadline.
Purchased item:
Two-Page Weekly Vertical Planner
Not necessarily a review because all of your templates are fantastic and easy to print. I am hoping that eventually you'll make an A7. I know it's tiny, but I'm not that important and don't need to write too many notes.
Purchased item:
Two-Page Weekly Schedule with All Days Equal Size
great planner with quick delivery
Purchased item:
Kindle Scribe Ultimate Planner
I've been using OnPlanner templates with my Supernote for several years now. Each year, I become more specific about my planning and the use my different spreads, and my life becomes more focused and effective. Thank you very much for a versatile and useful product.
Purchased item:
Supernote - Ultimate Planner