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
![](https://consultantsconsultant.com.au/wp-content/uploads/2020/05/cindy-tonkin-client-record-form-2020-free-download.jpg)
Keep track of who your clients are, what is important to them, what they need and how you can help them.