FREE 10+ Customer Info Sheet Samples in PDF | DOC

There is a saying that goes, “It takes months to find a customer, and only seconds to lose one”, which most businesses abide by dutifully. You see, customers are the driving force behind the success of many companies and freelance individuals, especially when it comes to generating revenues and sales. Furthermore, they are an important part of creating your business plan, marketing strategy, and promotional campaigns. Without clients, you will not be able to sell anything, thus affecting your business in the long run, and might cause you to shut down even before you see it grow big.

10+ Customer Info Sheet Samples

1. Customer Account Information Sheet

2. Customer Project Info Sheet

3. Customer Info Sheet in PDF

4. Customer Info Sheet Sample

5. Customer Information Sheet Example

6. Standard Customer Info Sheet

7. Printable Customer Info Sheet

8. General Customer Information Sheet

9. New Customer Info Sheet

10. Company Customer Info Sheet

11. Customer Info Sheet in DOC

What Is a Customer Information Sheet?

A customer information sheet is a business form whose purpose is to collect information or data about a client. The sheet may contain details including contact information, home or office address, salary income, e-mail address, employer information, and other data that are relevant to the client and the services or products that they want to avail from the other party. This sheet is used by many industries, particularly in healthcare, hotels, retail stores, bill payment service centers, real estate, banks, I.T. solutions providers, and utility companies, among many others.

How to Create a Customer Information Sheet

In order to create a professional-looking customer information sheet that you can utilize to improve your marketing plans and customer service, you will need a handy template to help you write without hassle. Templates are very affordable and contain ready-made graphic designs with content so you don’t have to write from scratch anymore. Here are some of the tips that you can follow when making your information sheet.

1. Start with Basic Information

When you start creating field tags on your sheet, you basically have to write starting with their name, address, telephone number, birthdate, birthplace, nationality, gender, marital status, and even the name of their parents (if applicable). These basic details are especially important if you have a business policy of conducting legal background checks before accepting any requests from certain clients. If you want to, you can make a separate section for this part of your sheet.

2. Ask for Their Business Details

If you are doing business-to-business transactions with a client, then make sure that you include a section where you can find out about their business. Put label tags where they can write the name of their business, its nature or services offered its address, websites, and other contact information. If the client is employed, then it is best to leave spaces where they can write about their designations, years of employment, and the amount of salary they get monthly or annually.

3. Include Identification Card Details

Most companies are very wary of scammers and bogus buyers nowadays, and that is why they now require clients to submit proof of their identity to avoid these types of people. One of the surefire ways to ensure that your clients are authentic people with legitimate businesses is their identification card numbers, however, this excludes anything that might jeopardize their private bank accounts and other personal assets. List down acceptable ID cards on the back of the sheet so your clients will know what to write down when they fill up the form.

4. Add Other General Information

The general information is where you can write a survey-type questionnaire for your clients that may relate to your business. The questions may range from “Where did you hear about (insert business name here)”, or, “What type of services are you looking for?”. However, this is optional since you can always incorporate other information such as instructions.

FAQs

When you know your clients well, you can definitely make better plans for your company so you can cater more to their needs, thus increasing the profits of your business. That is why you need material where you can write down important client information for reference. Download our client information sheet template today by downloading our editable templates which you can avail of by clicking our gallery samples.