Revisit Client Goals

New

Before we generate that file, please let us know more about you.

Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.

Get template

Work type: Accounting

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Set meeting with client once onboarding phase complete
	Discuss goals they communicated during initial proposal and confirm how we are meeting them or what we need to do to get there
	Discuss how we can measure success - document and f/u at regular intervals as needed to collect results
	Create deliverable that documents the successes and how we've helped them achieve it- make it a celebration document highlighting all the wins
	Request testimonial
	Once they reach the communicated goal - send congrats gift to celebrate the win
	Add project to F/U quarterly and make sure we're still meeting goals