Description
Why this is important:
Keeping track of client information is vital to be organized in your projects from beginning to end. This worksheet makes the information available when you need login credentials, need their email address or need to know their mailing address is.
What is on the worksheet?
1. Business Information (business name, email, website, website, office & cell phone, mailing address, city, state, zip, primary contact, preferred contact method)
2. Login Credentials (website, email, username, password)
3. Miscellaneous Information: Referral Source, Established Date, Owner’s Name
Printable & Fillable Version – print it yourself or fill it out on your computer/iPad
Customer Support – contact me for custom edits or questions
How to Order:
1. Click the “Add to Cart” button
2. Submit your payment
3. Once completed, you will be provided with an instant download link
4. Download your files, access the link, and print away! (There is no limit to how many times you can use this.)
5. Be successful and share your experience using my worksheet!
I really appreciate you taking the time to check out this resource! My vision is to design creative resources that solve problems. f you have any questions regarding custom worksheets, please feel free to send me a message!
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