New Client Information Form

Determining a client’s needs is one of the key elements in prospecting. The New Client Information Form is a tool that you can use to help you start the process of identifying your client’s needs.

By collecting customer information to identify and understand the overall goals, values and needs of the customer, you are providing a valuable service to ensure long-term relationships that are built on a foundation of trust.

Please take a moment to review the form and then complete a form first on yourself and then your other prospects. When completing this form on yourself, think about how you will present the questions when talking to your prospects. Then use this form as a guide when asking questions during the initial prospecting interview.

We will be reviewing and discussing this tool throughout your NATP so it is important to become familiar with the information on the form.

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