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Level up your client interactions
Work on clients’ projects without extra hurdles
Create one source of truth for clients & teams
Collect and manage client information
Work under your name and brand, not ours
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Capture leads, Proposals, Payments and more
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Get one-stop-shop for collaboration
Align teams and clients in one branded space
Deliver exceptional client service
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Description
It's an outline of a customer or how the target faces challenges performing their job. The customer table includes a basic Persona understanding, and moreover is a core that you can easily improve. This is the finished form and the foundation to which you can attach details about the person based on the needs and characteristics of your customers, so you can figure out the level of relevance to the company.
You can leave the principle of one person — one note, and collect them in folders, subfolders, and directories. But if you want to compare several customers — we have prepared a different form for you. The table includes the same inspection only for multiple people with the ability to sort by indicators afterwards, such as Soft Skills level. We hope you will meet only the best people on your way: both job associates and customers.
The template includes two parts: Let's start with the first part — Visual. Here, you can:
Second part — a table with the indications. Here, you can:
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