50A. Review checklist (business clients)
Improve your efficiency | Improve your client experience
Cross the 'T's and dot the 'I's! Essential if you have staff running your back office or just very busy yourself. A review checklist of 10 key points to cross off on for business (SME) clients.
Again all about delivering a consistent client experience.
Why not add this template to your existing planning software template library today!
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.