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

Add new comment