Review checklist (personal clients) image

50. Review checklist (personal clients)

$55.00

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. Review checklist for personal clients with 13 key points to cross off on. Again, all about delivering a consistent client experience.

We also offer a separate review checklist (50A) specifically for business clients - click here to view it

Why not add this template to your existing planning software template library today!

*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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