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Touchpoints

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These resources help create consistent, meaningful interactions with clients throughout their relationship with your business.

Resources

  • TA-200-G

    Guide

    Welcome Kits & Gifts Guide

    Welcome kits refer to sending someone (client, vendor, prospect, etc.) branded goods and/or recommendations as a Welcome or thank-you.
    Recommended first step
    Start with the guide

  • TA-210-G

    Guide

    Client Check-In Meetings Guide

    The Client Check-In Meetings Guide outlines how to plan and conduct regular client check-ins to maintain strong relationships and stay informed about client needs.
    Recommended first step
    Start with the guide

  • TA-215-G

    Guide

    Client's First-Year Timeline Guide

    The Client’s First-Year Timeline Guide provides a roadmap for managing client relationships during their first year of service.
    Recommended first step
    Start with the guide

  • TA-220-G

    Guide

    Client Birthday Guide

    This guide outlines how to recognize client birthdays through thoughtful, consistent outreach.
    Recommended first step
    Start with the guide