Client Profile Template


If your job requires frequent customer interactions, be sure to use this template. Fill in customer profiles and write down everything you need to know about the buyer persona. Thus, you can quickly contact the client, for example, in order to make him a profitable offer or advertise any product. You can also use the template to develop strategies for attracting potential clients.

Sections available in this template:

  • Name;
  • Company;
  • Phone;
  • Work Phone;
  • Address;
  • Nature Of Business;
  • Delivery Information;
  • Important Contacts;
  • Name;
  • Position;
  • Contact;
  • Notes.
Download Printable PDF

Add new comment