Client Blueprinting Exercise Retreat Agenda
Use this resource as a guide when planning your agenda for a client blueprinting exercise retreat. Download
Tag: FPA Access
Resources accessible for FPA users
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
Blueprinting for Clients
Use this resource to as a guide to introduce your clients to the Blueprinting process. Download
Annual Client Education Plan Grid
Use this grid as a template when creating an annual client education plan. Download
New Client Welcome Letter
Use this template to welcome new clients to your firm. Download