TouchPoint - Review
A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:
- 26. Invitation letter for sending to all clients to encourage review contact at varying levels - personal
- 26A. Invitation letter for sending to all clients to encourage review contact at varying levels - business
- 27. Invitation letter for sending to scaled advice clients only to invite review contact
- 28. Policy schedule for annual review
- 29. Letter to client to acknowledge review declined - personal
- 29A. Letter to client to acknowledge review declined - business
- 49. Review procedure - will include opt-in
- 50. Review checklist - personal
- 50A. Review checklist - business
- 66. Remove client from advice relationship
