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This is a handy form to use to plan out client development initiatives and how you can add value to the client relationship. The form covers 20 ways to add value in a client relationship to give attorneys ideas of what they can do to improve client loyalty. Complete one for each client prior to your contact or visit. Upload the information after each interaction into your CRM or client development tracking system. The form is great for helping you think about each approach you make to each client. Use this planning form along with the client development strategies document to spark ideas.

Client Value Add Planning Form

SKU: BD 010
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