A worksheet that streamlines the process of getting to know your client.
Who is this For:
This is individual who want to have a comprehensive overview of clients.
Why you need this:
This worksheet aids in proper client selection for your prospective clients and helps in articulating interest for a successful partnership.
We do not offer any form of return because the digital templates can be accessed immediately and directly. Please read the details and description of each product so you understand exactly what is included in each template.