Here are the tools you'll find in your download: 

 

Chapter 10

  • The Advocate Approach Self-Assessment™ 

    A tool to help you determine how engaged in the advocate approach you already are.

  • Potential Client Advocate Checklist
    A checklist that will help you categorize clients into loyal advocates versus potential loyal advocates.
  • New Client Introduction Tracking Sheet
    A tracking sheet that can be used to assess your introductions over.
  •  Loyal Client Advocate Approach™ Key Findings Worksheet
    A worksheet to help summarize key data you gathered during the 
    ClientWise Conversation™.
  •  Interview Questions for Potential Professional Advocates
    A list of additional possible questions to ask potential professional advocates
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