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NEW CLIENT INFORMATION FORM Please Fill out Completely (Shaded areas only if applicable)

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How to fill out 1 revised new client

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01

Start by gathering all the necessary information about the new client. This may include their name, contact details, background information, and any specific requirements or preferences they have.

02

Once you have the required information, begin filling out the client intake form or any relevant documents. Make sure to accurately input all the details provided by the new client.

03

Double-check the filled-out form for any errors or missing information. It is essential to ensure the form is completed correctly before proceeding.

04

If there are any sections or questions on the form that you are unsure about, seek clarification from the new client or your supervisor to provide accurate responses.

05

Ensure that all the necessary signatures and authorizations are obtained from the new client where applicable.

06

Review the filled-out form one final time to ensure its completeness and accuracy before submitting it to the relevant department, such as the administrative team or the client services department.

Who needs 1 revised new client?

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Individuals or businesses that are looking to establish a new business relationship with the company or organization.

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The sales or customer service team, who will be working closely with the new client, need the revised client information to cater to their needs effectively and provide appropriate solutions or services.

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