Client Profile (Detailed) – Record

This customer profile format objective is to record personal information on the decision maker obtained during sales calls.


To document personal information on the decision maker acquired during a sales call, enabling sales managers to tailor their strategy and tactics towards the client or prospect.


Department : Sales & Marketing, Banquet Operations
Who is it for: Director of Sales & Marketing, Sales Manager, Banquet Manager
Document Type: Record Template
Detail Level / Difficulty: Brief / Basic
Involved Skills: Client Relations, Record Keeping

File Format: Excel (.xls)
Word Count: N/A
Print Length: 01 Worksheet
File Size : 18 KB

Language: English
Editable: Yes
Ready to Print: Yes

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