Are you looking at your pipeline thinking you would like some additional business come January? Perhaps the single most important follow-up and client care activity that you can do every year is the Annual Client Review. This snapshot of market activity is appreciated by clients, demonstrates your expertise and gives you several opportunities to reconnect and remain top-of-mind for when they are ready to transact again.

This is not a CMA! It actually takes less work than a typical CMA to complete. It’s easy to email or snail-mail. It’s a great way to keep in touch with your client, while positioning yourself as an expert.

This system contains:

• Manual outlining why and how to create a five star client care plan that will impress your sphere and past clients
• The Annual Client Review Microsoft Publisher template and linked Microsoft Excel files containing all the formulas you need to build your Review
• Instructions and tutorial videos on editing the templates

You can purchase a generic template to get started or you can reach out to our design team to inquire about a template with your personal branding. Call us at (360) 527-8904 or email [email protected].

Curious about how your personal style can be represented in a professional brand? Book a branding consultation today!