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
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.