Review checklist (business clients) image

50A. Review checklist (business 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. A review checklist of 10 key points to cross off on for business (SME) clients.

Again all about delivering a consistent client experience.

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

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.

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