It is very important to keep on top of your tasks that you have for your clients. This only gets harder as your client list grows. Having a customized list will help you stay on track of your tasks and allow you to give the attention needed to each and every one of your clients.
Client checklist includes the following
– Checklist style task sheet
– Section for each task to enter completion date
– 25 sections on one page
– Room for title on top and client information. Does say, “Client Task List” on top of page.