15+ Printable Client Information Sheet Examples [ Real Estate, Business, Service ]

Keeping the information of your clients is an important business aspect. It is how you can take good care of your clients by keeping records of their information about the transactions they make with your business. Aside from your customers, your clients are also one of the main reasons why your business earns a good amount of profit since they acquire high services from your company. A statista report revealed that the client assets of the Bank of America reached up to $1.37 trillion. For you to keep and seal the information of your clients, why don’t you try out these printable client information sheets? They are excellent tools for keeping client information.

15+ Printable  Client Information Sheet Examples

1. Tax Client Information Sheet

2. Real Estate Client Information Sheet

3. Client Information Sheet Example

4. Client Information Sheet

5. Sample Client Information Sheet

6. New Client Information Sheet

7. Formal Client Information Sheet

8. Business Client Information Sheet

9. Photography Client Information Sheet

10. Bank Client Information Sheet

11. Hospital Client Information Sheet

12. General Client Information Sheet

13. Commercial Client Information Sheet

14. Client Information Transfer Sheet

15. Printable Client Information Sheet

16. Professional Client Information Sheet

What Is a Client Information Sheet?

A client information sheet is a document that is used to record client information for various business purposes. It can contain different types of information about the client, such as general information, billing information, property information, and work information. The contents of this information document solely depend on what business transactions the client is doing. It is the document that binds the client and the business together so that they can perform necessary business operations. Companies must keep or record the information of their clients because it is essential data that is going to be used for important business matters.

Importance of a Client Information Sheet

A client information sheet is essential in keeping client account records. Aside from databases, you must keep a printable and a hard copy of each client file because computers can be easily corrupted and you can lose valuable information about your clients. Through a printable client information sheet, employees can easily know your clients, you can easily find client information, and it helps you in providing excellent client service. It is an essential tool that businesses need so that they can cater to their massive amount of clients.

The statista research department revealed that in 2020 the number of clients a direct bank will have could reach up to 157 million clients. A client information sheet is going to be needed when a business acquires new clients. It is later then kept as a form that signifies a particular client has invested in a specific business transaction.

How To Create a Client Information Sheet

Creating a client information sheet can be easy and challenging at the same time. If you know the essential elements of a client information sheet, then you’re going to nail on creating it. But if you don’t, you will find the steps and guidelines in this section that will help you craft an excellent client information sheet.

1. Set the Sheet Title

Just like any printable client information sheet, your client information document should have an appropriate title. Its title is going to be based on what type of business transaction the client is involved in. You can also include the name of the company in your client information sheet. For example, your title can be “XYZ Real Estate Client Information Sheet.” You must incorporate a title so that the client information sheet can be organized accordingly.

2. Incorporate Basic Instructions

A client information sheet is going to be filled up by the client himself, so you must provide basic instructions. The instructions should be polite, and it should also assure the client that their information is going to be used accordingly. For example, your instructions can be, “Please fill up all the areas that have a check mark symbol. Rest assured that the information you have given will remain strictly confidential.” The instructions will guide the client on how he should fill up the document, so you must include it on your client information sheet.

3. Set the Right Elements

As you create your client information sheet, you have to include the needed elements such as the clients’ full name, address, date of birth, contact information, email address, etc. Other information might be needed depending on the type of client information sheet you’re going to make. For example, you’re crafting a printable patient information sheet, then the information such as medical history and current illnesses is going to be needed in your information document.

4. Apply Check Boxes

In your client information sheet, you can apply check boxes to save some space for far more important information. For example, instead of asking the client to write down his marital status, you can provide the choices and incorporate a checkbox for each choice. Although you’re not creating a client checklist, it is okay to add check boxes into your client information sheet.

5. Review Your Client Information Sheet

If your client information sheet is done and is ready to be printed, you should always review its content. It is going to help you see whether your client information sheet contains any errors that need to be immediately corrected. You must keep this document void of any mistakes so that your client can fill up the client information sheet smoothly.

FAQs

As you can see, printable client information is an essential tool in keeping your clients information. It is how you can keep the hard copy of your client information organized aside from keeping it in a database. It is always essential to keep a hard copy of the records of your client because it serves as a back up if ever your computer files get corrupted. Now that you know what a client information sheet is, you can now start crafting your very own printable client information sheet.