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85
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Sep 24, 2020 12:30 pm
In this Think Tank, Dennis talks about the best ways to follow up after a client meeting by:
→ Allocating tasks internally using the RACI project management model.
→ Showing your clients you care through frequent lightweight touches.
→ Creating and using an 'after-the-meeting' checklist to cover all bases.
2 Replies
73
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Oct 22, 2020 5:47 am
What is the binder book Dennis sends to the clients around 31-minutes in the video? Any change of getting a PDF version so check it out.
85
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Oct 27, 2020 12:28 pm
Hi Derek,
Apologies for the delayed response. The binder the Dennis is showing is probably the operational checklist/guideline for how his company functions. Unfortunately, we do not have a PDF version of the same.