Client Profile

Client Profile Template

Keep your client profiles to enhance knowledge sharing inside your teams! Gather all important information about a client or a company you're working with. This way, you'll have a knowledge base for the client where you can find the company's site, social media accounts, preferred platforms, preferences and terms of the project.

How to use:

• Start with the Client / Company background: their site, social media accounts and other important links.
• Add a link to your Meeting Notes (here you can find the template>).
• Include goals and things to look out for.
• Once your work is finished, add your client's feedback.