The Growth Series
new-gs-logo_250x250
large-row-color-pattern-background-3480x780

Client Qualifying Template - Customer Matrix

Added 01/06/18 - 1 min read

Working with the right type of clients is an important consideration.

This guide will outline a template you can use right now to develop your own customer matrix.

Download your copy below.
Client Qualifying Template - Customer Matrix

Client Qualifying Template - Customer Matrix

Working with the right type of clients is an important consideration. Use this template to develop your own customer matrix.

Sign in

Get notified of new content

Related Content

Winning Gen Z clients as a mortgage broker

Winning Gen Z clients as a mortgage broker

by Jeremy Duncombe

Added 14/07/25 - min read

Read now
Getting Ahead in the New Build Market

Getting Ahead in the New Build Market

by Jeremy Duncombe

Added 24/06/25 - min read

Read now
5 key steps to a robust client retention strategy

5 key steps to a robust client retention strategy

by Jeremy Duncombe

Added 29/07/24 - min read

Read now
Accord_TheGrowthSeries_Pattern_RGB_tint_V2

Latest Blogs

Is Money Laundering alive and well in the UK property market?

Is Money Laundering alive and well in the UK property market?

Added 05/10/26 - 3 min read

Read now
The Complete Tech Checklist for Brokers

The Complete Tech Checklist for Brokers

Added 28/09/26 - 3 min read

Read now
Future Proofing your Business in a Digital Age

Future Proofing your Business in a Digital Age

Added 24/09/26 - 1 min read

Read now
Read more blogs

Want to contribute to the Growth Library?

Get in touch with our Editorial Team here

accord_logo_317x65

Information on this site is for use by authorised intermediaries only and should not be relied upon by anyone else.

Accord Mortgages Limited is authorised and regulated by the Financial Conduct Authority. Accord Mortgages Limited is entered in the Financial Services Register under registration number 305936. Buy to Let mortgages for business purposes are not regulated by the Financial Conduct Authority. Accord Mortgages Limited is registered in England No: 2139881. Registered Office: Yorkshire House, Yorkshire Drive, Bradford BD5 8LJ. Accord Mortgages is a registered Trade Mark of Accord Mortgages Limited.

References to ‘YBS Group’ or ‘Yorkshire Group’ refer to Yorkshire Building Society, the trading names under which it operates (Chelsea Building Society, the Chelsea, Norwich & Peterborough Building Society, Norwich & Peterborough and N&P) and its subsidiary companies.

All communications with us may be monitored/recorded to improve the quality of our service and for your protection and security. Calls to 0800 numbers are free of charge from a landline or mobile. Calls to 03 numbers are charged at the same standard network rate as 01 or 02 landline numbers, even when calling from a mobile.

YBS Group Slavery and Human Trafficking statement | Privacy Policy | Cookie Policy