Client Follow-Up Schedule – £180

Client Follow-Up Schedule – £180

by | Aug 30, 2016

Home Store CLIENT FOLLOW-UP SCHEDULE What this spreadsheet does: It helps you to monitor when you need to follow up with each new lead and client. Who this is ideal for: It is ideal for IFAs and anyone else who needs to periodically follow up with clients, or anyone...
Multiple Staff Diary – £160

Multiple Staff Diary – £160

by | Aug 30, 2016

Home Store MULTIPLE STAFF DIARY What this spreadsheet does: It juggles the appointment diaries of various staff members, so that you can see them all. Who this is ideal for: Anyone who is managing the diary of a few consultants or staff who can switch appointments....