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.
- 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