This professionally designed Client Information Organizer Bundle will help you record and track your client conversations, manage your consultations in a calendar and keep track of your monthly income and expenses.
All the forms can be fully customized/edited to fit your brand and brand message with Canva (a FREE web-based design platform). You can also print these AS IS.
This package includes:
- Client Information Sheet: To keep a record of your conversations with client - 2 pages
- 2023 monthly calendar - 12 pages
- Monthly budget planner: Keeps track of your income and expenses - 12 pages
What can be customized?
You can edit or change all the elements in the template and change page order. All colors and fonts are completely editable so you can change them out to match your own style.
ANY CONTENT PROVIDED IN YOUR PURCHASE DOES NOT CONSTITUTE LEGAL ADVICE AND IT IS RECOMMENDED THAT YOU REVIEW YOUR FINAL DOCUMENTS WITH YOUR LEGAL COUNSEL. NEWMOM.ME IS HEREBY RELEASED AND DISCHARGED OF ALL LIABILITY OF ANY DAMAGES WHICH MAY ACCRUE AS A RESULT OF UTILIZING THE PROVIDED TEMPLATES.
Delivery
You will receive a link to download the forms. No physical copy will be shipped. You can edit or change all the elements in the template in Canva.
Return Policy
No offer or exchange. Happy to resolve any issues.
