Client Profile
Description:
Client Profile Template is an ideal offering for anyone whose target is to retain an existing customer base and attract potential customers. You will be able to collect detailed information about people, create different customer groups, work out an effective business development strategy, etc.
Sections available in this template:
- Name;
- Phone;
- Address;
- Referred By;
- D.O.B.;
- E-mail;
- First Appointment;
- Notes;
- Date;
- Service;
- Price.
Customer reviews
I am so happy to have found such a comprehensive planner for my Kindle Scribe. The included templates in the Scribe leave a lot to be desired. This planner is incredibly detailed and provides me with all that I need and more to organize my life. I cannot wait to play around with it some more. I would buy again in a heartbeat!
Purchased item:
30+ Kindle Scribe Planners Bundlethis is my second time buying the planner and it's the best planner.
Purchased item:
Supernote - Ultimate PlannerThis Happy Planner pack is AMAZING — over 1000 templates and every single one is beautifully designed and super useful! From daily schedules to goal trackers, meal planning, budgeting, and more — it has literally everything I need to stay organized and inspired. The files were easy to download and print, and they work perfectly with my planner. I’m honestly blown away by the variety and quality. You can tell so much care went into creating this. If you’re a planner lover like me, don’t hesitate — this is a total game-changer!
Purchased item:
Templates Premium Access
This calendar/planner template has just about anything one could want to print your own planner. Lots of choices and options for you to choose from. Customer service is excellent so if you have questions or concerns be sure and ask.
Purchased item:
Templates Premium Access