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Account Management / Customer Service Business Function

The tools are designed to ensure that your current clients become your greatest referral source. The tools include everything from satisfaction surveys, client tracking forms to up-sell opportunity forms. They are essential tools to keep current clients and ensure their satisfaction.


Want all these documents?
Click here to receive a discount by ordering ALL of the following, as well as, get a FREE coaching session to help you use the forms more effectively.

 

Forms

Price

  • Client Touch List
  • $5.00
  • Customer Satisfaction Survey
  • $7.00
  • EAP Customer Satisfaction Survey
  • $10.00


    Templates

    Price

  • Confidentiality Agreement
  • Free


    Tipsheets

    Price

  • Account Transition Flowchart
  • $0.99
  • New Account Implementation Checklist
  • $0.99
     
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