New Customer Information Sheet

Businesses can only succeed if both the internal and external stakeholders of the company are satisfied and play their part in the operations. Most 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 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 better business and organizational repute, then the company is also bound to do something remarkable for them. Just a greeting card on an occasion or sending an invitation for a new product launch can create such an impact on an already impressed client. This is just one reason for being in contact with the client, but for fulfilling all the other purposes as well, the entity will have to keep a record of the customer’s details. For this purpose, a customer information sheet is generated and used.

The new customer information sheet is a record sheet that carries the personal and 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 contain some personal details, the guidelines for the use of the information provided are also mentioned on the sheet.

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

Preview and Details of Templates

Customer Information Sheet

File: Word (.doc) 2003+ and iPad 
Size: 44 KB

No. of pages = 2

New customer information sheet

File: Word (.doc) 2003+ and iPad 
Size: 44 KB

No. of pages = 2

New Customer Information Sheet
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