Client Profile Template Page 3

Download a blank fillable Client Profile Template in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Client Profile Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

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Diana’s Ideal Client Profile Template
Rank the order of importance of the following criteria to your ideal client:
Very
Somewhat
Not
Important
Important
Important
Price
Quality of products or services
Brand name recognition
Customer service
Broad array of services
Friendly staff attitude
Discounts and sales
Attractiveness of packaging
Location
Appearance
Convenience of product/service use
Guarantees/Warranties
Technical Assistance
Flexible payment terms
An important note –
Once you fill in the information in the template, write down a one- or two-paragraph description for
each ideal client profile to easily refer to it on a regular basis.
Also, know that your ideal client profile is not set in stone. You can have more than one ideal client,
if you please, and their profiles can and should evolve as you grow as a freelancer, and as your goals
or preferences change with time.
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