Final answer:
You should fill out a client information sheet when new clients are onboarded, when updates occur, or when preparing for the transition to a replacement where detailed notes on clients and operations are essential.
Step-by-step explanation:
You should always fill out a client information sheet whenever new clients are acquired, when there is an update to a client's information, or when formally documenting client interactions—especially if you are preparing for a transition where someone else will take over your responsibilities.
Ensuring that this information is up-to-date and comprehensive is crucial. It could include important details such as particular clients’ preferences, tricks of the trade, passwords, and the locations of important items or documents. Whenever a professional is leaving a position, they should make sure to leave behind a comprehensive set of detailed notes or a guide for their replacement.
This enables the new person to effectively continue the work without unnecessary setbacks or loss of information continuity. It is part of the professional handover process and ensures ongoing operational efficiency.