35. Checklist of presentation pack material - 1st appointment
Improve your efficiency | Improve your client experience
Checklist of material to go into presentation pack for first client appointment. This is a checklist to enable staff or yourself to quickly plan for and prepare the material that you take into every new client meeting.
You do use a presentation pack with prospective new clients, right?
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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.