This streamlined corporate/business client information sheet template is useful for collecting all the pertinent details related to your business-to-business (B2B) clients. Use the “Business Information” section to enter the company’s name, contact information, nature of the business, and relevant ID, as well as phone, fax, and email information. The “Services Required” section features a checkbox next to each service, so you can mark which the client is hiring you for. Keep proactive records of current clients, potential leads, and business partners with this corporate/business client information sheet template.
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Excel | Word | PDF | Smartsheet