Questionnaire
Questionnaire
A client interview which may consist of a written health questionnaire, a verbal interview, and a palpatory assessment.
purpose for an initial contact with a client regarding a project
A comment from the client which indicates that he is considering, to whatever extent, buying your product.
A consulting proposal is a document sent from a consultant to a prospective client describing a job they wish to take on and the conditions under which they will do so. Consulting proposals are usually written only after the consultant and prospective client have discussed the job at length.
Mortgage program information can be found at most major banks. Citi, Chase, and HSBC can provide a prospective client with this. Local banks will usually have everything a person would need.
you are getting opportunity to add one new prospective client who did not know about you.
reports on new information; digital, electronic, and mechanical technology; reports on new scientific developments; micro and macroeconomic forecasts; and reports on present and proposed legislation
The accountants who examine such statements must consider whether the sources of information used by the client are sufficient to support the assumptions reflected in the prospective statements.
Ask for his tax returns, income statement, balance sheet.
The answer is in your question "given by a client" - that means from the client.
what information is normally stored in client files and what is it used for