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Post-45 Day Meeting

Objective: Review after meeting and assign new tasks if needed on our end to complete their file and their objectives or concerns 

Process 1

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Step 1: Email Template 1 to send in email Follow up email confirmation 

  • Thank client for meeting, summarize meeting & confirm next meeting time. 

  • Make a note in redtail how much time in between should be left between the next Progress Meeting. Schedule or make reminder in Redtail to check in. 

Resources

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Template 1: Follow Up Confirmation
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