Sample Firm Service Standards
Use this resource as a guide when creating client service standards for your firm. Download
Tag: Client experience
Year in the Life of a Client
Use this resource as a template to create a document detailing a year in the life for clients of your firm. Download
New Client Guide Template
Use this resource as a template to create a guide to your firm for new clients. Download
Client Blueprinting Exercise Retreat Agenda
Use this resource as a guide when planning your agenda for a client blueprinting exercise retreat. Download
Blueprinting for Clients – Vision
Use this resource as a guide to help clients focus on their vision in the blueprinting process. Download
Blueprinting for Clients – Values
Use this resource as a guide to help clients focus on their values in the blueprinting process. Download
Blueprinting for Clients – Purpose
Use this resource as a guide to help clients focus on their purpose in the blueprinting process. Download
Blueprinting for Clients – Mission
Use this resource as a guide to help clients focus on their mission in the blueprinting process. Download
Blueprinting for Clients – Goals
Use this resource as a guide to help clients focus on goals in the blueprinting process. Download
Blueprinting for Clients – Find Your Why
Use this resource as a guide to help clients focus on finding their why in the blueprinting process. Download