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Customer - Profile Points
Creating a customer profile provides prominent information all on one page (additional pages where needed).
 
Having key details accessible, clearly, ensures efficiency and effective communication between yourself, your team and your customers. Excellent for reference in the future, when customers return or new team members need to connect quickly.
 
Use in conjunction with Project Plan, to ensure customer vital information transitions from one project to another.

Customer - Profile Points

$88.00Price

  • What makes our templates better? We've listened, created, and tested many ideas. What's inside our forms are years of experience assisting countless businesses across a wide array of industries the kind of organised information they were missing. THEN we took the next step in creating a digital format for the modern day. Our goal is to provide business owners, office managers, teams, with what they need to have an organised, optimised office, to boost their profit and productivity!
    Revise, Review, Redo!  Use, update, re-use, edit, save, edit again and again, go for it!

    Personalise! If you open the forms in Adobe Acrobat, you can even add your own logo to the digital copy!

    Device Friendly! Download, edit, save, and reuse on computers and phone's that are PDF friendly.

    Printer Friendly! Print when complete, or if you'd prefer to use a hard copy to handwrite in details.

     

    The T's and C's! Fillable Forms are for use by the original purchaser (business or individual) and may be reused and duplicated within that entity. Distribution or sharing with additional parties is prohibited.

    Fillable Forms are to be used in conjunction with other documentation depending on your industry and business compliance requirements.

    ©2022 by Polished Business. All rights reserved. Duplication or use of any Polished Business processes, systems, products, intellectual property or related items in a manner beyond scope of sale is prohibited without explicit written permission from the Polished Business Directors. All forms are original and unique creations by Polished Business. No identification with other products/brands/entities is intended or should be inferred.