PROSPECTIVE CLIENT RECORD - NKBA

Company Name Address, Email

PROSPECTIVE CLIENT RECORD

CONTACT INFORMATION

Name: ¡ö Mr.

Mrs.

Miss

Ms.

Dr.

Address:

City/State/Zip:

Office:

Home Phone:

Other:

E-mail:

Cell Phone:

Jobsite Address:

Working with:

Designer

Builder

Architect

LEAD SOURCE

Factory Lead

Former Client

Walk-in

Phone-in

Yellow Pages

Referred by:

Newspaper

Direct Mail

TV/Radio Spot

Other

TYPE OF PROJECT

Remodel

New Construction

Kitchen

Bath

Laundry

Family Rm

Addition

Other

Work Required:

SCOPE OF PROJECT

Cabinets:

Plumbing

Electrical

Countertops:

Painting

Lighting

Appliances:

Wall Covering

Floor Covering

Fixtures/Fittings:

Other:

DESIGN FEE/BUDGET OF PROJECT

Design Fee Quoted:$

Project Quoted in Showroom: $

Design Fee Contract Signed:

Yes

No

Budget Established: $

In-home Survey Appointment Set (Date/Time):

CLIENT REGISTRATION NO. __________

Received by:

Recorded by:

Date Received:

Date Recorded:

?2020 NKBA BMF2

Assigned to:

Date Assigned:

Page 1 of 1

Copyright 2020 by National Kitchen and Bath Association. NKBA is providing this material for general information only. This information does not constitute the provision of legal advice, accounting services, or

professional consulting of any kind, nor should it be construed as such. Resources such as this business form are meant solely for informational purposes and use.

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