Client Profile Template

Description:

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.
The actual PDF might look slightly different compared to what you see as a preview.
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Customer reviews

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Veronica

Lots of templates available with some specialized styles. I've been hooked for a while now!

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Templates Premium Access
12 Sep, 2024
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Alicia

I love it. It’s so organized and helpful.

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reMarkable Mom's Planner
11 Sep, 2024
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Mark

Make sure you log into Etsy to download load. However the planner is very customisable and easy to use once on the Kindle. Transferring to the kindle from your device is simple via the kindle app.

07 Sep, 2024
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Mwagner3388

It was a Good purchase

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Templates Premium Access
07 Sep, 2024
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mswentzky

Very useful. A little difficult to navigate, but once you figure it out there is so much to choose from.

Purchased item:

Templates Premium Access
06 Sep, 2024
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