How to Create a Client Information Sheet [8+ Templates to Download]
Keeping accurate and updated customer records is an important part of running a business. And to aid your business’ or organization’s record-keeping needs, we have prepared a short guide on how to create your own client information sheets. This article also includes multiple downloadable examples of sheet templates that you can download and customize.
Table of Content
- 8+ Client Information Sheet Templates
- 1. Client Information Sheet Template
- 2. Babysitter Information Sheet Template
- 3. Company Information Sheet Template
- 5 Steps To Make a Client Information Sheet
- 4. Information Sheet Template
- 5. Parent Contact Information Sheet Template
- 6. Real Estate Client Information Sheet Template
- 7. Tax Client Information Sheet Template
- 8. Sample Client Information Sheet Template
- 9. New Clinic Client Information Sheet Template
8+ Client Information Sheet Templates
Ensure the smooth flow of any business transaction when you use any of the downloadable client information sheet templates shared below. Each template may be downloaded as MS Word, Publisher, Excel, Google Sheets, Google Docs, Apple Pages, and Numbers template files.
1. Client Information Sheet Template
Looking for a versatile customer data sheet template that can work for different kinds of businesses? Then look no farther than the Client Information Sheet Template pictured above. This template includes sections where customers need to fill out their basic personal information, emergency contact information, project data, and chosen payment terms.
2. Babysitter Information Sheet Template
The Babysitter Information Sheet Template (shown above) may be used by parents and guardians who are hiring sitters for their child or children. This kind of information may also be used as a safety action form that the babysitter may use during emergencies. Whether you are the parent or the babysitter, you can edit this document to match the type of information that you need to know in order to do your job well.
3. Company Information Sheet Template
Choose the Company Information Sheet Template (featured above) if you are a B2B company who wishes to organize your corporate client information. This template is tailor-fitted to ask for relevant information about existing companies. Download this sheet template now and transform your office processes.
5 Steps To Make a Client Information Sheet
A client information sheet is a document that details all customer information necessary for the successful conduct of business transactions. Data written on information sheets or forms may vary depending on the type of business requiring it and the business’ marketing goals.
Read and follow along with the template-making steps written below.
Step 1: Determine why you need a client information sheet.
First, determine the reason why you are creating a client information sheet. Is this for record-keeping purposes? Is this for marketing purposes? Or both? Knowing the purpose of your client information sheets will allow you to create document templates that perfectly cater to your needs.
Step 2: Write down all the information you need from your customer.
Next, create a list of all the pieces of information that you want to know from your customer or client. This can range from their names, addresses, ages, and contact numbers. If, for example, you intend to start an email marketing campaign, you will also need to ask for your clients’ email addresses.
Step 3: Include explicit wording on client privacy and protection of personal information.
Step 4: Use a printable client information sheet template.
And for a more efficient sheet-making process, we recommend that you next download a printable client information sheet template. These are pre-formatted document templates that anyone can customize to match the specific information that they need to ask their clients.
Step 5: Orient employees on how to teach clients on how to fill out the sheet.
The last step in creating information sheets is to orient and train your employees on the use the client information sheets. This way, they can properly assist and educate your clients on how to fill out the form on their own.
4. Information Sheet Template
Try out the Information Sheet Template (embedded above) if you are looking for a neat and simple information sheet design. This editable template may be used by human resource teams, small businesses, and even organizations. If you are using this as a client information sheet template for your company, do not forget to add your company letterhead or logo design.
5. Parent Contact Information Sheet Template
The Parent Contact Information Sheet Template (shown above) works best for those operating tutoring services, after-school classes, preschools, daycare centers, or even summer camps. With a template design like this, school administrators and managers will find it easy to keep track of their client’s contact and personal information. Don’t forget to add your school logo or letterhead design if you use this template design for your company.
6. Real Estate Client Information Sheet Template
Creating customized business stationery designs can help make your company or organization appear more trustworthy. And with the use of the Real Estate Client Information Sheet Template (embedded above), realtors can organize their clients’ information while still conforming to their company image. The template also comes with a pre-made real estate company letterhead and header designs that make the document look more professional.
7. Tax Client Information Sheet Template
Bookkeepers and company human resource departments will find the Tax Client Information Sheet Template (featured above) useful since it organizes important information that the internal revenue department will need. With this sheet template design, you do not have to scour multiple employee or client documents. Instead, you will have a single-page document that already states all the pieces of information that you will need.
8. Sample Client Information Sheet Template
Download the Sample Client Information Sheet Template (embedded above) is a sample information sheet that lawyers can use when first contracting with a client. As a blank PDF template, you may easily change the sheet headings to match the pieces of information that you will require new clients to provide.
9. New Clinic Client Information Sheet Template
As its name suggests, the New Clinic Client Information Sheet Template (pictured above) is best used by physicians, hospitals, and other members of the healthcare team to gather information about any new patient. Note that this template is only a basic information sheet. Doctors and nurses will still need to conduct a separate patient admission assessment and use a corresponding assessment checklist form for that.