50. Review checklist (personal clients)

$55.00

Review checklist for personal clients. Cross the 'T's and dot the 'I's! Essential if you have staff running your back office. Again all about delivering a consistent client experience.

Contact The Risk Store 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.

We Also Recommend

26. Invitation review letter template for personal clients

26A. Invitation review letter template for business clients

27. Invitation review letter template to scaled advice clients

28. Policy schedule template for annual review

29. Letter template to client to acknowledge review declined (personal)