Topic Bundle: The Client Service Calendar - Use Checklists And Flowcharts To Enhance Your Planning Process

Annual client meetings can be overwhelming, with so much to cover at once. The 2025 Expanded fpPathfinder Service Calendar is a fully-linked internal reference tool that provides 18 timely engagement ideas to help you plan your micro-engagements all year long. It includes client-facing email templates to help you get started. Just click the image below and save the PDF to your desktop for easy access.


Looking to create a customized service calendar or other engagement piece to help manage, engage, and grow your practice? Explore the Client Service Calendar Deep Dive webinar and the Client Engagement Builder available for Deluxe and Premier members.

Want to hear how fpPathfinder member Michael Whitman has implemented the service calendar into his practice? View the Spotlight below!


Customize Your Interactive Checklists To Align With Your Processes And Personalize The Client Experience

Related Guide: Issues To Consider In Client Annual Review Meeting

Access The Guide Here
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