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