45. Policy declined procedure plus checklist
Improve your efficiency | Improve your client experience
Policy declined procedure and checklist for use during client meeting/discussion to advise of the decision: (use this checklist to record discussion for file-noting).
Consisting of:
> 5 key procedures
> 13 key items to check
Add this to your planning software template library.Ā
GST, shipping and discounts will be calculated at checkout.