How to create an effective client information sheet
Is your client’s information all over the place? Do you feel like you’re constantly about to blow a deadline because you simply don’t know where anything is? You know your client told you an important piece of information but you have no idea where you put it. Could it be in an email? Written down somewhere on an actual piece of paper? On an Excel sheet?
Keeping track of all the details and information you receive as a business can be tough. After all, there are so many communication channels out there. Odds are you’re writing emails, making phone calls, having in-person meetings, and more. So, what is the solution to all of this? Get organized – and that starts with an efficient client information form.
