Create a Client Bio

Tom

At 5Q, we've realized that understanding our clients' needs and preferences starts with the basics—good, clean, accurate data. It's not just about having the info for the sake of having it. It's about knowing what to do with it, so we can actually improve our services and the products we offer.

Tom

That is why we have created the Client Bio template - to provide a place to capture and store client data for the company to access.

Tom

Please review this quick guide on how to access and properly complete the Client Bio Template. While it is pretty straight forward, please pay special attention to the information needed column when filling out the template. Taking the time to complete and maintain these Client Bios means we’re not just guessing about what our clients want—we’re delivering it.