New Customer Information Sheet

Businesses can only succeed if both the internal and the external stakeholders of the company are satisfied and play their part in the operations. Most of the non-business people think that only the shareholders are the stakeholders, but this is a myth. The most important of the stakeholders are the customers of the company. They not only become the regular customers but also carry the good word to the world and thus be the best advertisements for the organization.

When customers are so important for the better business and the organizational repute then the company is also bound to do something remarkable for them. Just a greeting card on an occasion or sending the invite for the new product launch can create such an impact on an already impressed client. This is just one reason of being in contact with the client, but for fulfilling all the other purposes as well, the entity will have to keep a record of customer’s details. For this purpose, a customer information sheet is generated and used.

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The new customer information sheet is basically a record sheet that carries the personal and the contact information of the new customer so that this information may be used for future referencing and contacts. The major purpose of keeping a record of all the information is to keep the personal details of the customers before going through major business processes.

The client information sheet is filled up with the exact information that the customer provides. As the sheet may contact some personal detail so, the guidelines for the use of the information provided is also mentioned on the sheet.

A simple new customer information sheet contains the name of the customer of the company, his permanent and the communication address, his occupation, his current age, his identification number provided by the government and the contact details. These are the most basic piece of information required by the company. The organization, however, may include further details depending upon the usage and the requirement. Whatever the usage of this personal information is, must be communicated to the client while the form is being filled.

Preview and Details of Templates

Customer Information Sheet

 

New Customer Information Sheet Template

File: Word (.doc) 2003+ and iPad 
Size 44 Kb | Download

No. of pages = 2

License: ENERGY [Personal Use Only]


New customer information sheet

 

New Customer Information Sheet Template

File: Word (.doc) 2003+ and iPad 
Size 66 Kb | Download

License: ENERGY [Personal Use Only]