9+ Printable Client List Templates
A client list is used by a company to assure that they have a copy of the basic personal information of their clients and the contact numbers and e-mail, which they may reach for client retention activities and the implementation of a wider range of execution of different promotional and marketing activities.
We can provide you with samples of client list templates so you can select the type of client list that is appropriate of use for the nature of the business operations of your company. Other than that, we can also give you other List Template samples usable as references in creating documents that you may need for various listing activities.
Real Estate Client List Template
dtcc.comBlank Client List Template
squillace-law.comClient Contact List Template
myvba.bizClient To-Do List Template
kcba.orgClient Referral List Template
cccslo.comClient Contact List
A basic client list includes the following information:
- The name of the client
- The job position of the client and other item that may describe the client
- The phone number of the client
- The e-mail address of the client
- The name of the client management personnel tasked to take care of the particular clients in a specific list
Client List with Client Information
A client list may not just be a list of clients and their contact information. Especially if it will be used for marketing purposes, membership activities, and client retention, a few details added to the basic information of the client that may be seen in a particular client sheet are as follows:
- The date of birth of the client
- The purchases that the client has already made
- Other transactions of the client with the company
- The contact information of the client
- The business address of the client
- The mailing address of the clients
- The preferred time of the client if the company would like to contact him/her for a particular reason
- The mode of communication where the client wants to talk to the business
Aside from our client list templates, you may also be interested to browse through our downloadable Email List Template and Inventory List Template samples.
Business Client List Template
thebuchanangroup.netClient Call List Template
yps-security.comClient Waiting List Template
apps.oasas.ny.govClient Phone List Template
healthsmart.comClient Revocation List Template
cisco.comClient List for Business Clients
A client list may not only be used to record all the individual persons who had transactions with the company. It may also be used by business whose nature of operational transactions involve other business. This kind of client list includes the following information:
- The list of the businesses that has served as clients of the company
- The type of business or the industry where the business belongs
- The services provided by a particular business or the transaction that they’ve had with the company
There are still other kinds of client lists which you may use in different listing procedures of the company’s clients usable for different activities and purposes. Aside from our samples of client list templates, you may also be interested to browse through our downloadable Reference List Template samples.
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