New customer form template
Here is a basic template for a new customer form:
New Customer Form
Customer Information:
- Name: _____
- Title: _____
- Company: __
- Address: __
- City: _____
- State/Province: _____
- Zip/Postal Code: ___
- Country: __
Contact Information:
- Email: _____
- Phone: _____
- Fax: __
- Mobile: ___
Account Information:
- Account Type: ___ (e.g. individual, business, etc.)
- Account Number: __
- Billing Information: ___ (e.g. credit card, bank account, etc.)
Additional Information:
- How did you hear about us? __
- Any special requests or comments? __
Authorization:
- I authorize [Your Company Name] to process my payment and provide me with the services/products I have requested. ___
Signature: __
- Date: ___
Optional Fields:
- Industry: _____
- Job Title: ___
- Number of Employees: __
- Annual Revenue: __
- Other relevant information: ___
You can customize this template to fit your specific needs and requirements. It's a good idea to keep the form concise and easy to fill out, while still collecting the necessary information to serve your customers effectively.