Client Mangement Tools

Every effective client relationship management program begins with collecting and recording quality information at the counter. Despite our immersion in the world of technology, making notes while talking with clients and organizing the details that get entered into an effective data base system are tasks still best kept in the realm of paper and pen.

Performance Concepts pioneered the use of the ‘client book’ as one of our market-entry products nearly twenty years ago. While the need for most of the manual tracking elements offered by our Client Development System has been satisfied by today’s multi-faceted Point of Sale systems, sales professionals throughout the industry still rely on a well-laid-out client worksheet or client profile card to see that no details are missed at the counter.

Our essential client worksheets have evolved with the input of a generation of sales professionals and are widely used in successful stores throughout the industry. They are laid out for ease of use at the counter and for well-organized follow up documentation.

For sales professionals who prefer to keep track of detailed client data in a more traditional format, Performance Concepts’ Client Profile sheets provide the ideal option. Designed for longer term record keeping, Client Profile sheets accommodate important data points and contact notes and are sized to fit in a standard 3-ring binder.

COST: $12.99 per pack of 100 of either Client Worksheets or Client Profile Sheets

Need an at-the-counter client development tool custom designed for your store? We can do that! Using our basic format as a template, Performance Concepts will design a worksheet or client card to your specifications. Whether it’s more space for sketches and notes or a layout that matches specific POS data entry format, we’ll create the tool that best suits your needs.

COST: $350 design fee
$12.99 per pack of 100 worksheets or 5.5” X 8.5” client cards

For those who still use our original Client Development System – never fear! We haven’t forgotten you! Call or email to discuss options for supply refills and replacements.



This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Thanks for your submission. Someone from our team will be back to you shortly.