Client Fact Sheet Template
A template is used to gather important data from your clients once their application for training has been accepted and payment requirements completed. It collects all the detailed contacts and feedback necessary to keep you connected throughout, and after your training is completed.
A significant benefit of using ready-to-use templates while coaching, training, or facilitating is that they provide your clients with a comprehensive standard framework based on experts' best practices. In essence, templates simplify your participants' tasks while executing the business, improving their processes and operations. This template will be in either a word-digital file or excel format, is customizable, and re-brandable based on your business requirements. Upon checkout, you will immediately receive the product in your email inbox.
CLIENT FACT SHEET TEMPLATE
1. Read the purpose of the template and make sure it's the one that will serve your need. If you are not sure about which template(s) to use, send an email to firstname.lastname@example.org and we will reply within 24 hours.
2. Add your company name and logo to create corporate branded templates and share them with employees, partners, clients, or trainees - it will add a professional edge to your service.
3. Collect, sort, sift, filter, export and analyze your training feedback data in one central location, online.
4. Customize templates and tailor them to your needs. Make sure you have the needed templates to execute a fail-proof training process or flowchart.
5. Share your templates digitally, using a link, email, Twitter, or your blog; this will be a cost-saving alternative to printing.
6. You can also embed your form directly into your web page. Allow relevant people to download it, fill it out, and send it back.
7. Test your templates before your share them and ask for help if needed. Share findings, infographics, and assessed data online with team or clients to increase trust and accountability.
Click here to see similar best-practiced template