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
The item met my expectations
Purchased item:
Simple budget template
Absolutely blown away by the features and customization options for this planner. It truly lets you build your dream planner! So well thought out and designed. I hated having to switch back and forth between files on my reMarkable. Now I have a planner and notebook that I never have to exit, because everything is in one place and well organized. The hyperlinks are so well done! I will come back for this one next year for sure! I would love the addition of some copy and paste stickers in the future. I was able to get some of those elsewhere and build a sticker section into the planner. But it was a bit time consuming. Would love to have this included one day. Highly recommend this planner!!! Well done!
Purchased item:
Ultimate Planner for reMarkable
Amazing array of templates available for Remarkable2
Purchased item:
Ultimate Planner for reMarkable
the PDF's work well with my Onyx Note Air, and they are easy to edit and mark up. The tool for customizing is great with a ton of options.
Purchased item:
ONYX BOOX - Ultimate Planner
That's perfect, thank you :)
That's perfect, thank you :)
Purchased item:
Ultimate Planner for reMarkable