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Client Engagement Worksheet

A Tool to Streamline and Improve Client Relationships

What You’ll Get

  • Use the client engagement worksheet to map out strategy and plan opportunities to wow your clients along the project pipeline; keeping them impressed from pitch to project completion.

Create a Culture of Wow!

Wowing your clients doesn’t have to be an expensive endeavour that only big agencies can afford to take advantage of. More often than not, it’s the personal gestures and excellent service that create repeat clients.

Use the client engagement plan worksheet to proactively plot out those impressive touchpoints right from the start, don’t wait until the last minute to impress! Cut and trim the worksheet, customizing it to instill an agency-wide mission to create opportunities to deliver above and beyond.

Take advantage of all the wins using the customer engagement worksheet and make an impression on budget.

Download Your Free Client Engagement Worksheet

Win More Repeat Clients

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