50A. Review checklist (business clients)
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.
We also offer a separate review checklist (50) specifically for personal 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.
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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