The Ultimate Client Book Template
Stay organized and provide excellent customer service with our Editable Client Book Template. This PDF file includes sections for client, date, services, amount due, other fees, payment method, and a checklist. Keep all your client information in one place for easy access and better service.
The Editable Client Book Template is perfect for service-based businesses and freelancers. By keeping a detailed record of your client interactions, you can ensure timely payments, improve client retention, and ultimately grow your business.
These PDF files are editable, and however can only be filled in in predetermined locations. Please note that any text, colors, or layouts found on the page CAN NOT be edited. The PDF has been designed with sections for filling in. These fillable sections and checkbox areas found on some templates are the only elements that can be edited.
You get both A4 and US Letter sized versions, meaning this Client Book Template Editable is compatible with printers around the world. You are given pdf files in a zipped folder.
Upon purchasing, you get this Client Book Template Editable in 12 colors. Choose your favorite, or mix, match and color code your planner to suit your own personal preferences. Colors included:
- Light Blue
- Dark Blue
- Instant digital download (nothing will be shipped).
- You are given .pdf file(s). These files are FILLABLE in predetermined sections, but can also be printed as is.
- All Products sold on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain.
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