A Successful Client Information Sheet

Understanding your clients well is a key element to any business, your customers are a window towards your company and your products. What do they like? What brings them recurrently to acquire your service or product?

Customer information and their expectations from a company will allow you to have a smooth customer relationship, in addition to knowing how to build loyalty among other services that will increase sales for future clients, you will really know what your company value is and who it wants to reach.

Why It’s Important to Have a Client Information Sheet.

When designing the products and services of our company we always have an ideal client in our mind, we imagine what motivates this potential client to do business with us and how we can better care for the interests of this future buyer.

At the beginning of this process, everything is tentative and based on trial and error, but once we create a small clientele, we can study the behavior and interests of our clients and based on this, we will be able to reach a broader audience or even learn about some perks of our products and services that we had not even been able to contemplate this is where the Client Information Sheet comes into play.

What is an information sheet? A client information sheet is a document that collects all relevant client info that may be of interest to you. There are multiple ways to collect this information but first, we will focus on how to use it and the real value that our customer data can have.

6 Uses for a Client Information Sheet.

It’s important to ensure that your company has all the information necessary to effectively manage and service its clients. These are six practical ways that businesses can make use of a customer data sheet to improve their interactions with customers and increase satisfaction levels.

1.      Strengthen the Relationship With the Client.

The main purpose of collecting your customer data is to strengthen the relationship between your existing client and your company, create a client information sheet and study the data to build communication bridges that help you better connect with your existing audience.

It will be easier to guarantee that any decisions or strategies you make are adapted appropriately to the behavior of your client if you have an accurate and thorough grasp of your consumer base and insight into how they engage with your organization.

2.      New Client Intake Forms.

When you have a new client, there are many things that can go wrong. The most common is forgetting to send them their files or some crucial information about the property they are interested in buying or selling. This can take hours, and then you find out that you missed an important deadline or didn’t give them the service they wanted.

A client intake form is a simple way of collecting information from new clients, saving time on back-and-forth conversations via email or phone, and all client content and digital files are in one place rather than on messy email threads or scattered in cloud storage.

Client onboarding needs to be the least of your concerns; it should be an easy, paperless, repeatable, and streamlined process that gathers all the data you require from consumers.

If you want to know more about how to establish a Paperless Onboarding with a Form Builder you can read a little about it in this article also for more information on how to make a client intake form you can read about it here.

3.      Remarketing.

The more we understand about our clients, the better we can offer our products or services to them. Knowing their age range, we can more or less imagine their interests and purchasing power, by knowing the gender we can promote things that fit the interests stereotypically related to men or women.

By having a list of the products your client usually buy you can offer complementary products and services and, also try to anticipate each of these people’s needs and try to satisfy them.

Of course, this data analysis of this data is not infallible and is full of bias, and is based entirely on statistical principles of trend

4.      Create New Products.

If you constantly must be designing new products and services, analyzing the data of your current clientele is a good place to start.   When it comes to “complementary services”, having a customer information form where it shows past purchases is ideal to design complementary services for example:

If your business sale “washing machines” a great idea as a complementary service to create its service is the reparation and maintenance, with the knowledge of which customers bought a washing machine and on what date they buy it you can also predict an estimate of the time in which they will need the service and when to offer the maintenance.

5.      Design A Loyalty Program.

With the current information, you keep about your customers when you have them fill out a new customer information form you can create loyalty programs.

These types of reward programs are an excellent source of First-party data gathering because not only new customers volunteer their information but also seniors who have not wanted to offer their contact information, they will be more than happy to fill out the form while participating in a rewards or loyalty program.

Big or small, your business will certainly benefit from a loyalty program, you can learn more about it by reading our article on how to create one by clicking here.

6.      Find Common Ground in your Audience To Generate a New Audience.

Data is an effective tool that can help you attract new consumers by identifying the characteristics they have in common with your current ones. It can also help you keep your current customers coming back for more.

You can make sure that your message is getting to the individuals who are most likely to be interested in your product or service by targeting ads to certain groups.

Demographic segmentation can help with it. You can develop tailored marketing efforts that are more likely to be successful with each group by segmenting your consumer base into multiple groups according to criteria such as age, gender, income, and location.

How To Create a Client Information Form and The Best Way To Use The Client Data Sheet.

We already know that data management has always been an essential element for an effective relationship between a company and its customers, but there are efficient ways to collect, organize, and work with this information.

In the past, Excel client information sheets were the way to go. A simple client list can be easily created using Excel. It does not, however, have the functionality of a more sophisticated template.

The problem with a customer information template excel is that is not the best way to organize client information and only a small group of people in the company had access to this information and sharing it with teammates can become problematic as a result (think: multiple document copies). It’s also challenging to allocate list items to specific people, also as they were manual surveys, the information was prompted by human error.

Here we share the best way to create and optimize the use of a customer information form and how to make all the necessary departments have access to this information:

Digital Form.

Digital forms simplify the way to conduct a survey without paperwork headaches in the field as a quick and secure method of data collection. Digital forms enable your staff to collect data through straightforward actions like checking boxes on checklists by transforming a smartphone into a dependable data-collecting instrument.

But digital forms have their disadvantages, if you go for services like Google form it doesn’t make as much difference as having an Excel Spread Sheep, for example, various members of your team will have access to the data results but will remain that they constantly downloading the same file, other problem will be the Google Form limitations itself the form do not allow the client to add a file that accompanies their data such as a photo or identification and in the same way, your team will have to enter the information manually in the CRM.

Therefore, we would recommend obtaining a more sophisticated service to create your forms that adjust to the needs that you must provide a better service to your client, for example, you can get customer onboarding software so you can get the most optimal client data sheet.

Customer Onboarding Software.

Your clients won’t have a clear path to success if you don’t have an efficient onboarding process. A rational and unique customer onboarding method, however, aids clients in realizing the value of your product in their lives.

Use online forms to capture vital information about your clients, compile it into a table, and send them tailored emails depending on their responses.

By doing this, you may design customized customer onboarding processes rather than forcing everyone to follow a predetermined path. For instance, you may offer sophisticated knowledge base articles to experts while giving learners step-by-step user manuals.

We encourage you to try File Request Pro which is a combination of a file upload program, an automation tool, and a form builder.

What is File Request Pro?

Is a software where users can create an online form where their clients may fill in their contact information and transmit files with a simple function of drag and drop, regardless of the device they are using, with a lightweight document portal (or embedded in your website) they don’t need to log in. Clients are less inclined to begin when you place more obstacles in their path. If the document-gathering procedure is cumbersome and time-consuming, even motivated clients will become frustrated.

The tool has been designed to be flexible and easy to use so that you can run your own White-label surveys quickly and easily matching the branding of your business with no CSS coding needed.

CRM Integration

Salesforce is one of the most worldwide used CRM platforms, it provides all organizational divisions, including marketing, sales, customer support, and e-commerce, with a single and up-to-date perspective of everything that happens with customers.

With File Request Pro’s Salesforce integration, making fillable forms for your leads or current clients is quick and easy. You won’t even have to leave Salesforce to create a branded upload form for gathering any type of data, including occasionally payment details and signatures that go directly to the appropriate object in your Salesforce account (standard or custom).

Allowing you to always keep your customer records up to date edit an existing one or attach a file to deliver data and files from leads or current clients.

If you want more information about the integration of File Request Pro and Salesforce, you can read the following article by clicking here.

Email Marketing

When you are working with your customer information you need a structured, well-segmented database. Particularly if your goal is to promote your company and boost sales, a good email marketing strategy in conjunction with a form builder integrated with your CRM is one of the best ways to optimize the use of your client contact list.

The best strategy to grow your database is to add subscription forms to your website or to create a monthly newsletter, using the pop-ups with the subscription forms.

What a great email marketing campaign you can encourage your users to recommend your business and maintain their initial level of interest, concentrating on providing original content and special promotions.

Additionally, you can grow the client contact list in your physical shop by inviting clients to join your mailing list.

What Data Should Be Included on A Customer Information Sheet?

The details on a client information sheet will vary based on the requirements of each team or business but some common places you can find in any list of business clients, are to include information such as name, company, contact information (Phone number/email address), interests/preferences, purchasing history, and all other applicable details in order to maximize the effectiveness of the form.

Free Sample Client Information Sheet.

Here we add client information sheet examples so that it does not take you another day to start collecting the data of your clients.

Enjoy or free template of the contact information sheet sample:

Full Name:


ex: [email protected]

Phone Number:

Cell Phone Number:

Date of Birth:

Zip Code:

Can we send you communications and promos? YES/NO

With this simple question, you can start creating your online form today in our form builder File Request Pro!

Best Way to Organize Client Information.

Are you spending too much time searching through queries and client databases instead of focusing on what’s important (delivering top-notch quality services to your clients)? We understand how challenging it can be to maintain a well-structured system, especially when dealing with large companies or multiple projects.

The best way to keep your customer information updated, organized, and within reach of all the team members is by digitizing the data collection process with a digital form that works as part of your customer onboarding software and is integrated with your CRM. This way we avoid human error, and we can have a record of all the interactions with the client.

In conclusion, having a successful client information sheet is key to increasing the success of your business. By gathering relevant and pertinent data from your clients you can use that information to strengthen the relationship with your clients and tailor new products, remarketing opportunities, loyalty programs, and more.

A successful client information sheet should demonstrate dedication to building a sound client-customer rapport as well as be easy to access for future reference when needed.  Ultimately, it’s important to establish a process for obtaining customer feedback and using it effectively; start making progress by collecting customer data today!