Free Business Client Information Sheet Template
Business Client Information Sheet
[YOUR COMPANY NAME] - [YOUR COMPANY ADDRESS]
I. Client Details
Company Name: |
IdeaMate |
Contact Name: |
Lawrence Orn |
Position/Title: |
Chief Operating Officer (COO) |
Email Address: |
lawrence@you.mail |
Phone Number: |
222 555 7777 |
II. Business Information
Industry: |
Technology Solutions and Software Development |
Years in Operation: |
12 years |
Main Products/Services: |
|
Unique Value Propositions: |
|
III. Financial Data
Annual Revenue: |
$48 million |
Total Assets: |
$32 million |
Total Liabilities: |
$8 million |
IV. Goals and Objectives
Short-term Goals: |
|
Long-term Goals: |
|
Key Objectives: |
|