The Client Service Calendar: Use Checklists And Flowcharts To Enhance Your Planning Process
Annual client meetings can be overwhelming. There's a lot to cover at one time.
The 2024 Expanded fpPathfinder Service Calendar is your (fully linked)
internal tool that offers 15 timely engagement ideas to help you plan your micro-engagements all year long. You'll also find
client-facing email templates that will help you get the ball rolling. Just click on the image below and save the fully-linked PDF to your desktop.
There's more! Check out the Client Service Calendar Deep Dive webinar and the Client Engagement Builder (available for Deluxe and Premier members) to get started creating your own.
Want to hear how fpPathfinder member Michael Whitman has implemented the service calendar into his practice? View the Spotlight below!