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Client Record Form

The Client Record form is a tool that helps you keep track of potential clients, their needs and their hopes. I go through this in much more detail in Keep your Consultancy Business Running Smoothly, number 6 in Consultant’s Guides Series.

The Client Record form is free, click below to download

Download the tool

Keep track of who your clients are, what is important to them, what they need and how you can help them.