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CLIENT INFORMATION Please fill out this form for yourself and all family members and people living in the home. 1. Name: Phone:Birthday (M/D/Y) Home ()Work: ()Street Address: City/State/Zip 2. Name: Phone:Birthday

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Gather all relevant information about the client, including their full name, contact details, and any additional details specific to your business.

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Open the client information form or document provided by your company.

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Susan, anyone who interacts with clients or provides services to them needs client information. This includes sales representatives, customer support agents, account managers, and any other personnel involved in managing client relationships or fulfilling client needs.

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