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35. Checklist of presentation pack material - 1st appointment

  • $22.00
  • inc GST

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.

Click this link: The Risk Store Discount to obtain your member discount code -
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.

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