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.
Download Printable PDF

Customer reviews

0 of 5 stars 4.7 of 5 stars
Kelly

Great product. Exactly as described.

24 Mar, 2024
View on
Sarah

So many wonderful designs to choose from and easy to alter would highly recommend this.

Purchased item:

Invitation Templates
23 Mar, 2024
View on
Mishonda

Works great with my kindle scribe.

23 Mar, 2024
View on
Inactive

nice product. very detailed and tidy

Purchased item:

Digital Work Planner
19 Mar, 2024
View on
simplypeachy

easy to install and use.

18 Mar, 2024
View on

Write a Review

Thank you for your interest! Only customers who have purchased the planner can leave a review. We appreciate your understanding.