When meeting a new client have you ever thought to yourself?
- What information do I need
- If only I had a template to capture the same information every time
- Have I missed anything
Over many years of thinking the same thing, I started to think about what I needed and how the documents should flow. Once I sold my business I could really concentrate my time and energies into perfecting these documents.
8 Templates Included – including Engagement letter, New client information form, Set of Quotation forms, Client Manual.