New-Client Induction Checklist/Report

   New clients find induction meetings confusing. 
 
          A written summary of the discussion can be important to clients.

New clients, especially start-ups, complain that their accountant has not "settled them in" properly.

This checklist provides a methodical approach to the induction process so that important matters are not missed out.

The checklist doubles as a printed report. Now you can impress your clients by handing them a printed report to take away at the end of the meeting! 

This checklist software works on your MS Excel (programming underneath in Visual Basic). No courses if you know how to open, edit, save, print.

Satisfied clients are less resistant to paying fees on time. They may even tell their contacts, friends and relatives how good their accountant is!

• Facilitates a structured discussion • Prevents overlooking important issues • Impresses your client • Helps with your money laundering enquiries • Enables you to leave work on time

Platforms: Windows 95, 98, ME, 2000, XP
Minimum Requirements: Excel 97, 2000, XP

Available on CD or by Email

RELATED PRODUCTS:
Break-Even Sales