Client Database Spreadsheet Template
A customizable spreadsheet where you can easily enter, store and retrieve your trainees' contacts. This spreadsheet has 3 ready-made reports that automatically generate upon entering your clients' contacts to track certificates, follow-up attendance, and sort customer care alerts (complaints or special requests by clients).
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 DATABASE SPREADSHEET TEMPLATE
This high-quality Template is one of a collection to help your clients operate smoothly to strengthen their practical skills in training needs analysis, preparing for training programs, effective program execution skills, results follow up skills, and customer follow-up skills.
- 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.
- 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.
- Collect, sort, sift, filter, export and analyze your training feedback data in one central location, online.
- Customize templates and tailor them to your needs. Make sure you have the needed templates to execute a fail-proof training process or flowchart.
- Share your templates digitally, using a link, email, Twitter, or your blog; this will be a cost-saving alternative to printing.
- You can also embed your form directly into your web page. Allow relevant people to download it, fill it out, and send it back.
- 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.
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