9+ Printable Client List Templates

Jun 24, 2022

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.com

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• PDF

Size: 855 KB

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Blank Client List Template

squillace-law.com

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• PDF

Size: 450 KB

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Client Contact List Template

myvba.biz

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File Format

• PDF

Size: 68 KB

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Client To-Do List Template

kcba.org

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File Format

• PDF

Size: 33 KB

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Client Referral List Template

cccslo.com

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• PDF

Size: 179 KB

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Client 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.net

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File Format

• PDF

Size: 58 KB

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Client Call List Template

yps-security.com

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File Format

• PDF

Size: 406 KB

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Client Waiting List Template

apps.oasas.ny.gov

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File Format

• PDF

Size: 430 KB

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Client Phone List Template

healthsmart.com

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File Format

• PDF

Size: 117 KB

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Client Revocation List Template

cisco.com

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File Format

• PDF

Size: 179 KB

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Client 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.