Client Board Template


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.
Download Printable PDF

Customer reviews

0 of 5 stars 4.7 of 5 stars

My only wish would be that you could add blank sketchbook style pages to the weekly and yearly sections.

29 Apr, 2024
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I wish you could add blank sketchbook style pages at the yearly and weekly levels!

29 Apr, 2024
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Had all templates forever needs

29 Apr, 2024
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Great extensive planner for Kindle Scribe.

29 Apr, 2024
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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.

28 Apr, 2024
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