24+ Free Client Information Sheet Templates (Word, PDF)

basic personal information sheet

Whatever the nature of business is, there are several stakeholders collectively participate in the success of a business. Therefore, regardless of the scale of the business. The engagement of the key stakeholder of business is very important.

Moreover, it is the utmost focus of businesses to properly deal with the client and make sure the retention of customers. That’s why businesses prefer to use the client information sheet.

Most of the client information sheets are questionnaire bases that focus to collect the required information by getting it filled formally via email or by verbal communication.

As clients are the most important stakeholders of any business. Therefore, to maximize the profit of the business. One of the best approaches is to generate more revenue that requires making new customers regularly and retain the existing ones.

What is the Client Information Sheet?

The client information sheet is used by companies or organizations for various business purposes. They used it to keep the client information in an organized way. This sheet contains the following information about the client;

  • Client’s name.
  • ID number
  • Address
  • Contact number
  • Type of the business
  • Location
  • Office contact details
  • Web address
  • And, the other related information.

Client information sheet templates enable you to stay organized with your client’s detail. This sheet is like the questionnaire that is given to the client to fill.

What is a Client Information Form?

A client information form can be defined as a document that contains information about clients used by a business. It functions as an information provider for businesses. This information is used for successful business purposes.

Importance of Using The Client Information Sheet Template

The use of a client information sheet template in any business to record the information of the customers is very important. There are several applications of the information being collected. Moreover, which information is required to be collected depends on the nature of the business as well as how the business is going to use the information.

The client information sheet template maintains the database of the customers that have purchased the product or asked for the inquiry in the past.

In the modern era, the client database is used by businesses for the promotion of business to keep the clients updated on your new products or offers. Moreover, it plays an important role to provide the best after-sale services to the customers to win client loyalty and retention.

Another creative dimension of the client information sheet template use in the analysis of the business. Businesses can use the details of customer orders to find out which of their products are having maximum demand. So, demand forecasts for business products can be calculated.

Different types of client information sheets:

Blank client information sheet

We have mentioned above that a golden key to any business is building a strong relationship with your client. A basic client information sheet is used to store details regarding each type of client. It is appropriate to use specific templates for specific purposes. But, to store the data of your customers, you can use blank client information sheets.

Real estate’s client information sheet

For real estate clients, there must be different sheets to make it more professional. You have to be specific in your details.

Tax client information sheet

As its name suggested, this sheet is used to collect and store information of tax clients. Templates contain different columns for tax clients.

Confidential client information sheet

Some clients don’t like to share their personal information with anyone. They want to keep their information confidential.

Components of Client Information Sheet Template

There are different platforms used to collect customer information. Some online selling businesses urge clients to fill a sign-up questionnaire. Therefore, enough details about the clients are captured in this way.

However, some businesses require the physical presence of the customer in businesses place. In this case, businesses focus to design an informal interview to collect all the required details from the customer via verbal communication. You can also free download executive summary templates & examples.

The online sign-up forms normally include the collection of the following information:

  • Name of the Client
  • Gender
  • Address
  • Age
  • Email Address
  • Mobile Number

However, generally, any client information sheet template use a specific set of information from the below list:

  • Name
  • Email Address
  • Mobile Number
  • Address
  • Age and Date of Birth
  • Qualification
  • Zip Code
  • Marital Status
  • Website
  • Payment Terms
  • Complete Details of Last Purchase

The purpose of the client information sheet:

Let us discuss some primary purposes of the client information sheet;

  • The main purpose of this is to keep the client detail in organized way. The client’s name, phone number, address, and other related information that is important for any business agreement are included in it. Confidential sheet templates are perfect for clients that don’t want to share their data.
  • You need to build a strong relationship with your client for a successful business. A document having all the details of your client helps to track your client’s requirements.
  • This sheet is helpful in future reference. You don’t have to make another sheet when you work again with the same client.
  • It is easy to find any details about your client with the help of this sheet.
  • You can also improve your customer service efficiently by using this sheet.

How to improve customer services?

Everything is meant to make a profit and gain the customer’s trust in business. These days, for your product or services, it is an important task to convince customers. Different strategies are used by companies to attract and impress the customer in order to make their business successful. A golden key to your success is customer satisfaction. Below are a few points that will help you in establishing strong relationships with your clients;

Satisfied with your valid answers

Every small or large business requires to build a strong relationship with the customers. Without trusty customers, a business is nothing. Particularly in the first meeting, every person tries to impress their client. A new client information sheet is helpful for that purpose. People want to know the following details;

  • Who you are
  • What you present
  • The method of your service
  • Your brand quality
  • Method of payment

You should be able to answer all their issues quickly and smartly if you want to make effective communication. This is an effective way from which you can satisfy your customers easily.

Meet all their requirements

Its a fact that your customer always expects higher from you. So, you should always try to offer one step higher than your customer’s expectations. Before the deadline, deliver what your customer wants. It is considered as an effective way to keep a long-term relationship with your customers.


Due to less communication between parties, most of contract or agreement fails. It is important to build effective communication if you want to make a successful relationship with your customers. Your customers feel special if you communicate with them on daily basis. Keep in mind that conversation have to be specific, general, and professional with a positive tone. Let them know about the hard work that you do to meet their requirements.

Request for feedback

You should ask for feedback from your clients after the delivery of your product or service. It will assist you in improving your service. There are several ways to ask for feedback such as a questionnaire sheet, comment card, and so on. In addition, customers provide your positive response if you offer the service as per their requirements.

Be kind and polite

With your customers, always try to be kind and polite in a professional way. In turn, you will automatically get comfortable, kind, professional and polite behavior from your client.

Why the client information sheet is used?

The client information sheet is used to create a strong relationship between clients and business entities. It allows you to track your client’s needs. It is used for marketing purposes. The company sends the announcement of new products and services on the given E-mail or contact number provided by the client.

Furthermore, it is also used for companies or organizations to verify the identity of clients purchasing their products and acquiring their services. Hence, it functions as a bridge between the company and the client.

What are the benefits of using a Client Information Sheet?

There are several benefits of using a client information sheet. A few of them are discussed below;

  • The client information sheet assists you to store client information in an organized way.
  • It is important for future reference.
  • It allows you to develop a great relationship with your client.
  • It makes it easy for you to find any client’s information.
  • This sheet assists you to improve the client’s service.
  • Describe the kind of business with your client.
  • Moreover, it enables you to gain the client’s trust.
  • Every person easily understands who your clients are.

Creating a client information sheet:

On the basis of the needs of each specific business, the customer information sheet format will vary. But, it will usually contain the following;


Take an initiative with a title and information about the business. In this way, while filling out the sheet, the client will know who will use it afterward. Some companies for the convenience of their clients put their logo on the document, as well as the name of the company, and its location.

Personal Information

Mention the client’s full name, date of birth, age, and other information that a business may find important.

Customer’s Address

The client must provide their current address including their street address, city, state, and ZIP code.

Contact Information

The client should place their contact information such as their telephone number, fax, email, etc. in this part. This way, the business would be able to reach them.

General Information

This section can be used by the companies to ask their customers for general information such as how often a client uses a company’s services, etc.

Signature and Date

The sheet must contain the signature of a client and the date in order to show their will to share their personal information.


At the end, the name of your business’s representative and their telephone number and address should be provided.

How do I create a Client Information Sheet in MS Word?

You can see different client information sheets in different formats. If you want to make it in MS Word, then see the following steps;

  1. Firstly, open MS Word. Then, click on the blank document and adjust the width of the page according to your need.
  2. Next, select an appropriate font style, size, and color to write the name of the sheet.
  3. In the next line, enter some basic information about your company.
  4. After that, press enters and type the client’s name and then leave some space for the client to write. And, follow the same pattern to gather other information such as the Client’s ID, Address, phone number, office contact information, payment terms, business contract details, business type, and other related information.
  5. When you have all done the above steps save your file by giving it an appropriate name.
  6. In the end, print it to store your client’s information.


In conclusion, the client information sheet template is very useful for businesses for many reasons. Almost all businesses prefer to use customer database templates that are created using MS Office suite for easy editing and customization.

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