Your client’s personal information is needed so that you can contact them to send information, updates via social media, add them to your mailing list etc. This may include:
- Phone number and preference of contact times
- email address
- Next of kin name and contact
This information should also contain their next of kin and possibly doctor’s details should you (hopefully never) need them.
The Data Protection Act specifies that you should keep only “adequate, relevant and not excessive information” on file. In other words, you should only keep data that is absolutely necessary to undertake your job, and no more.
You should of course keep these documents secure and away from prying eyes.
The section at the bottom – How did you hear about us? on the forms and templates pack is useful for tracking how your advertising efforts are working out for you.
- How did you hear about me?
- If recommended, who by? (this aids in attributing finders bonuses for recommendations)
You may need to start advertising in some way to grow your business, although the majority of clients will usually find you through word of mouth.