Transcend your client experience with this Monthly Meeting Task List! Come to each meeting prepared with a set list of items to go over with your client to ensure a productive meeting is conducted.

Use this as a guide in creating your own Monthly Meeting Task List by using this helpful guide

For best results, use on Adobe Acrobat Reader or Preview but may also be open in other programs

INCLUDED:

• Each topic falls inline with each months tasks in our full timeline allowing each meeting to confirm that you and your clients are on the same page and that each important task is being handled in a timely manner.

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IMPORTANT:

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