A client list is used by a company to assure that they have a copy of the basic personal information of their clients and the contact numbers and e-mail, which they may reach for client retention activities and the implementation of a wider range of execution of different promotional and marketing activities.
We can provide you with samples of client list templates so you can select the type of client list that is appropriate of use for the nature of the business operations of your company. Other than that, we can also give you other List Template samples usable as references in creating documents that you may need for various listing activities.
A basic client list includes the following information:
A client list may not just be a list of clients and their contact information. Especially if it will be used for marketing purposes, membership activities, and client retention, a few details added to the basic information of the client that may be seen in a particular client sheet are as follows:
A client list may not only be used to record all the individual persons who had transactions with the company. It may also be used by business whose nature of operational transactions involve other business. This kind of client list includes the following information:
There are still other kinds of client lists which you may use in different listing procedures of the company’s clients usable for different activities and purposes. Aside from our samples of client list templates, you may also be interested to browse through our downloadable Reference List Template samples.