# Client information sheet

Delete questions you don’t need and mark optional ones. Let people answer “not sure yet”.

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## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## Company

- Legal company name? [Answer]
- Trading name, if different? [Answer]
- Registered address? [Answer]
- Company or tax number (if required for invoices)? [Answer]

## Contacts

- Day-to-day contact (name, role, email, phone)? [Answer]
- Final approver? [Answer]
- Accounts or finance contact? [Answer]

## Billing

- Invoice address and email? [Answer]
- Purchase order required? (Yes / No) [Answer]
- Any supplier registration process? [Answer]

## Communication

- Preferred channel (email, calls, portal)? [Answer]
- Best times for meetings? [Answer]
- Holidays or busy periods we should know about? [Answer]

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## Before you send it

- [ ] Every question has a reason to be there.
- [ ] Optional questions are marked.
- [ ] It takes under ten minutes to complete.
- [ ] It doesn’t ask for passwords or sensitive files.
- [ ] You’ve said how answers will be used and stored.
- [ ] You know who reviews the answers and when.

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# Example: Harbour Freight Ltd

Sample answers from a fictional client.

## Sample answers

- **Legal name?** Harbour Freight Limited
- **Accounts contact?** accounts@ (fictional), who need a PO on every invoice.
- **Preferred channel?** Email for decisions; a fortnightly call for updates.

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