About TouchPoint Template Components

We have used our suggested best practice advice process diagram (also available as a separate downloadable component) to present the various steps and how many templated components are available in each advice template collection e.g. Discovery [11 components].

Clicking on one of the advice step lozenges in the diagram below will take you to that template collection to view. 

Each component consists of a MSWord .docx template. It could be an email or letter, a checklist or a procedure for staff to follow. It could be an advice workflow diagram or a dedicated risk Statement of Advice template.

All designed to improve the client experience and improve your advice process efficiency. Go browse!

Click Cursor hand imageon any one of the advice steps in the advice flow diagram below to view each template component collection.

  TouchPoint Advice Process Diagram