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We have over three dozen customer survey and customer data forms and templates available for download.  The forms and templates on this page are in Excel (xls) format and Word (doc) format.   Microsoft Excel and Word or another compatible word processing suite is necessary to open and modify the forms and templates.  The forms in this category are helpful in tracking information about customer, setting up new customers, sending correspondence to customers and conducting marketing analysis.

There are several forms here that are helpful in setting up new customers or clients.  These forms contain much of the necessary information that is needed to setup customer accounts for many businesses.  These forms include New business client information, New client acceptance and data sheet, New client data sheet, New client or new service setup form and many others.

The Market Analysis and Return on Marketing Investment forms are also very useful.  Both forms are in Excel format and allow you to enter data to analysis market conditions and the return on marketing investment.  Both forms are complex but can be modified to meet individual needs.  Please remember that modification can affect formulas and calculations. Most modifications will require changes to the relative formulas.

It is recommended that you consult with a professional before making any major decisions.  Please remember that you are using these forms at your own risk.

A&A,TAX, & CORPORATE Services Short Evaluation Form Docx
193 downloads
A&A,TAX, & CORPORATE Services Short Evaluation Form Docx

Business Development Referral Guide Docx
293 downloads
Business Development Referral Guide Docx

Change Of Address And Status Procedures Form Docx
143 downloads
Change Of Address And Status Procedures Form Docx

Client Acceptance Form Docx
330 downloads
Client Acceptance Form Docx

Client Change Inactivation Form Xlsx
95 downloads
Client Change Inactivation Form Xlsx

Client Change Of Address Client Year End Change Form Docx
107 downloads
Client Change Of Address Client Year End Change Form Docx

Change Client Information Docx
159 downloads
Change Client Information Docx

Client Data Sheet For Businesses Docx
363 downloads
Client Data Sheet For Businesses Docx

Client Information Sheet Docx
689 downloads
Client Information Sheet Docx

Client Satisfaction Questionnaire Docx
499 downloads
Client Satisfaction Questionnaire Docx