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More Time, More Money, More Fun

Published on Nov 18, 2015

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PRESENTATION OUTLINE

THE GIFT OF GIVING

MORE TIME, MORE MONEY, MORE FUN

MORE MONEY

DEVELOP A CLIENT APPRECIATION PLAN
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3 STEPS

  • Segment clients into A,B,C
  • Create a budget
  • Create a schedule, task yourself
Photo by Leo Reynolds

UTILIZE RESOURCES

  • Gift baskets on your system
  • Personalize
  • Get reminders

TIME + MONEY=FUN

Photo by tonyboytran