use this template to identify additional sales opportunities and how you might adjust your strategies to meet clients’ needs. this template provides space for adding a target persona image, and sections for persona information, goals and motivations, values and work methods, and characteristics that apply to your product. track individual client profile information for a better understanding of your company’s offerings, and how they match your client’s needs.
use a new client profile to better understand your clients and where there might be room for growth and opportunity. use this template to effectively onboard new clients so they can begin using your products and services as soon as possible. a client profile is a comprehensive portrait of your target audience that includes information on client demographic, persona, psychographic, and purchasing habits, and allows you to specify how the client might benefit from your business offerings. a client profile template enables you to better understand your clients, and indicates where there might be room for improvement.
whether you are a startup, a small business, or a larger company, you can use these client intake templates to accurately record your client-rich data and share it securely with team members. use this client intake form for a single client or for multiple clients as your business continues to grow. this template allows you to add a target persona’s image — as well as their characteristics and habits — so that you can get to know your perfect client and determine opportunities for growth. this simple client phone log template enables you to maintain strong relationships with new and existing clients.
you can use this all-purpose client-information form to gather information for a single client or for many clients. although onboarding is often considered a set of tasks and to-do’s for new employees, your team members can use this client onboarding checklist template to assign client-specific tasks and ensure that you successfully onboard your clients. this checklist template serves as a tracking sheet and checklist to assist hr personnel, managers, and other mentors when they account for the work of new hires. the smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.
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