Client Information Card – Use this card to capture client information during the initial contact with the client. Discretely fill this out during your conversation as something of a note-taking guide. I suggest you try to keep the conversation from sounding like a questionnaire – just fill in the blanks as you hear what the client has to say. It is printed two-sided on 8.5×11 card stock then cut into thirds. Form by Steve Kozak.
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