Client Profiles help you remember all things about a specific client or project. Put there all the crucial data about the client or company you are working with.
Description
Client Profile Template
Keep your client profiles to enhance knowledge sharing inside your teams! Gather all important information about a client or a company you’re working with. This way, you’ll have a knowledge base for the client where you can find the company’s site, social media accounts, preferred platforms, preferences and terms of the project.
How to use:
- Start with the Client / Company background: their site, social media accounts and other important links.
- Add a link to your Meeting Notes (here you can find the template>).
- Include goals and things to look out for.
- Once your work is finished, add your client’s feedback.
Additional information
| type | single |
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