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.
Customer reviews
a very good, well-thought-out and functional organizer notebook
Purchased item:
Ultimate Digital Planner
This was definitely not what I was expecting. Although there is a plethora of options i was hoping to just download one huge file and be able to edit and sort without needing a hyperlink to access them as I am not very tech savvy.
Purchased item:
Templates Premium Access
Missing one star because I made an error not because the seller did. I thought I could edit this item in a program I use but I can't hence, the 4 star over 5. I would have given 5 star if I could use my favorite editing program.
Purchased item:
Traveler's Notebook Inserts
Great easy printable pages and good choice to find the pages that work for me.
Purchased item:
Templates Premium Access
Yes i like it A lot
Purchased item:
Kindle Scribe Ultimate Planner