Businesses need to generate leads and convert them into paying customers. To generate a lead for your business, you need to know a few details about your target market. Gathering details about a potential client is made easier with the use of a client information sheet. Before sending a sales pitch to a potential client, you would first want to do a little research about them and record your findings in the information sheet. As a business, you need to secure a client information sheet template if you want to be successful in business.

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FREE 9+ Client Information Sheet Samples

1. Client Information Sheet Template

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  • MS Word
  • MS Excel
  • Pages
  • Numbers
  • Google Docs
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Size: A4, US

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2. Sample Company Information Sheet

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  • MS Word
  • Pages
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  • PDF

Size: A4, US

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3. Real Estate Client Information Sheet

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  • MS Word
  • Pages
  • Google Docs
  • PDF

Size: A4, US

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4. Sample Information Sheet

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  • MS Word
  • Pages
  • Google Docs
  • PDF

Size: A4, US

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5. Tax Client Information Sheet

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  • MS Word
  • Pages
  • Google Docs
  • PDF

Size: A4, US

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6. New Corporate Client Information Sheet

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  • PDF

Size: 70 KB

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7. Clinic Client Information Sheet

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  • PDF

Size: 203 KB

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8. New Client Information Sheet

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  • MS Word

Size: 10 KB

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9. New Patient and Client Information Sheet

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  • MS Word

Size: 10 KB

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10. Sample Client Information Sheet

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  • PDF

Size: 563 KB

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What Is a Client Information Sheet?

Staying connected with your clients is one of the keys to becoming successful in business. Knowing your client means that you can manage to keep good relations with them by providing them with their business demands and, at the same time, keeping them satisfied with the services you have provided. Client information sheet templates are simple sheet templates used to record information about one’s client. In real estate, the seller and the customer’s information is recorded or logged in a client worksheet. It allows the real estate company and its agents to easily keep track of their paying customers and their property information.

A client information sheet is mostly used in the business industry to conveniently collect information about their clients. A business must have a blank sheet template always ready so that they can quickly and efficiently record client information at any given time. Through the use of a client information spreadsheet, businesses can create an organized client list. The list of information helps the business identify what industry a client falls under, what their contact details are, when the client contract will expire, their web address, location, etc. A lot of useful information can be recorded in a customized client information sheet.

How to Make a Client Information Sheet

There are various ways to make a client information sheet. It’s not only a simple tool, but it’s fairly easy to make. The best part is, you can customize it however you want. Here, we will tell you how you can make a printable client information sheet in word using different methods.

1. Using Templates

The easiest and most convenient way of making a client information sheet is through the use of templates. There are standard worksheet templates available online that you can use as an information sheet. Choosing an editable template will allow you to customize the template according to your needs. You can add or remove some parts of the template, depending on your style.

2. Using an Excel Spreadsheet

Making a client information sheet of your own is also easy through Excel spreadsheets. The spreadsheets already have rows and columns provided, which is perfect for entering information. You can also rest assured that no information will get mixed up. The spreadsheet is also easy to use. You’ll just need to add a header and label the rows and columns accordingly.

3. Using a Word Document

In Word, you can draw a table where you can record your client’s information. Decide on the number of rows and columns for the table, label them accordingly, and add any essential information that you would want to include in your sheet.

4. Digital Forms

Since a lot of people go online nowadays for business, it’s great if you can make a digital form for both your clients and employees. There are online Softwares that will make online forms an easy task to complete. Plus, you can save on resources as you don’t need any papers and printers for this.

5. Traditional Pen and Paper

This method takes some time, so it’s not really the preferred method when mass producing blank templates. But if it’s you’re thing, then go ahead and make your client information sheet the traditional way.

6. Print Copies

After designing your client information sheet, don’t forget to save the document and print as many copies as you want. Save the template in a folder that you can easily find so that you can make more copies in the future.

FAQs

What are the common elements in a client information sheet?

The information found in an information sheet varies depending on the preferences of the business or company using it. Some client information sheets may have more details, while others may require very little information. Regardless of the user, the following elements are common in any client information sheet.

  • Client’s name/business name
  • Permanent business address
  • Contact information
  • Occupation/nature of business
  • Client’s age (for individual clients)
  • Government identification numbers
  • Other required information

Aside from the business industry, where else can I use a client information sheet?

Client information sheets are also used in hospitals when gathering patient information before a check-up or during admission to hospital facilities. Patient information sheets are also used when making patient care plans. Clinics and veterinary clinics also use client information sheets for the same purpose. Banking institutions need to make a personal profile for their clients, so they use the information sheet, as well.

Is there a benefit for using a client information sheet?

Aside from providing an organized list of your clients, a client information sheet also makes it easy for a business to find the details of a particular client. This, in turn, creates a good customer experience. Sample sheet templates are also customizable, so they can be changed or updated anytime.

Working hard is good, but working smart is better. If you want to work smart, then you should start using templates to your advantage. Gathering client information may seem like an easy task, but it actually isn’t. Make the process convenient for both you and your client by using a reliable client information sheet. With this tool, you are sure to complete the transaction in no time.

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