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Consulting Client Record Form Template


You need client records because it’s often a long time between an initial meeting and the time they call you in to quote for them.

A consulting client record form template helps you keep all of the information about your client in one place.

My book, the Consultants’ Guide 6 outlines the details of why and where and how to use the Client Record form. And in Consulting Mastery there is more. You can buy both at my online store.

  • Invoice
  • Time-sheet template.
  • Action plan template.
  • Terms and conditions template.
  • Client record form template
  • Client briefing form.
  • Magic charge out formula template (how much to charge!).
  • Consulting skills checklist.
  • Personal business plan template
  • and more tips and tricks to help you consult

consulting template