New Client Best Practices

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Old 09-19-2011
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Company name: MTF Virtual Business Solutions
 
Join Date: Sep 2011
Location: New Jersey
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Default Cilent Profile Sheet
Hi all,

Looking to put together a Client Profile Sheet, is there a format or guideline that I need to use, don't want to just haphazardly through something together.

Any feedback would be appreciated.
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Old 09-20-2011
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Company name: Codehead, LLP
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Join Date: Apr 2007
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Default Re: Cilent Profile Sheet
Hi Mona
After you've contributed quality posts to the forums a bit more you'll have access to the Free Virtual Assistant Forms and Contracts library - there are at least two comprehensive client profile documents available there for free download (contributed by other members).
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Old 1 Week Ago
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Join Date: Apr 2012
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Default Re: Cilent Profile Sheet
Tess,

Are there some documents available after 25 posts and others 50? I read somewhere that it was 25, but everything I've clicked on is 50 posts. Thanks!
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