whether you are a startup, a small business, or a larger company, you can use these client intake templates to accurately record your client-rich data and share it securely with team members. use this client intake form for a single client or for multiple clients as your business continues to grow. this template allows you to add a target persona’s image — as well as their characteristics and habits — so that you can get to know your perfect client and determine opportunities for growth. team members can review the client phone log and determine the appropriate action that enables you to make the most of your client partnerships.
you can use this all-purpose client-information form to gather information for a single client or for many clients. although onboarding is often considered a set of tasks and to-do’s for new employees, your team members can use this client onboarding checklist template to assign client-specific tasks and ensure that you successfully onboard your clients. this checklist template serves as a tracking sheet and checklist to assist hr personnel, managers, and other mentors when they account for the work of new hires. the smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.
use this customer relationship management (crm) spreadsheet for tracking customer relationship leads and maintaining a single, central database in which to record contact information and log communications. use this fully customizable spreadsheet template to compile client data, including contact and payment information, in one convenient location. edit these columns to reflect the needs of your business and the relevant customer data you want to record. use the opportunities sheet to outline the probability and value, potential initiation and closing dates, and customer contact information of each deal. choose a category for each contact to make the spreadsheet searchable by contact type. this template allows you to compile all relevant contacts, financial details, and property information for each client into one data sheet.
the template provides sections for projected sales data, action planning, and lead contact information. this invoice template includes customer and product databases to expedite the billing process. it serves as both a contact list and a method for managing client relationships. empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. when teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.
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