Client Board Template
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Description
In order to successfully collaborate with existing customers and grow the base of new ones, you should know as much information about your clients as possible. Build your personal customer database by recording client contact details, their needs, and interests, as well as notes on collaboration tasks.
Sections available in this template:
- Client Information;
- Name;
- Lead Contact;
- Company;
- Phone;
- Address;
- Interest And Needs;
- Conversations (Follow Up 1/2, Result);
- Call Notes;
- Tasks (You / Client);
- Notes / Sketch.
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