Customer Information Form

Customer Information Form2017-02-19T02:22:33-08:00

Account Managers will receive a copy of this form to be saved in the client file Dropbox 000 MEQ 2017 Assets/Clients. If there is not a client folder, add one with the company name. If the company has two name, like a corporate office, use the name related to the name provided by the client for marketing services. Please create a file folder with the client label and print this form. Contracts that arrive in the mail must be added to the client folder. Or, if the approval is electronic, print the client agreement and add it to the the folder. File with other client files in alphabetical order.

Client Information

Required information for client setup
  • Go to https://www.naics.com and perform a product search. Add any and all codes that may apply.