Event Budget Template

Use this resource to budget for client appreciation events, prospecting events, educational workshops, and other general events. Download

Passion Prospecting Event Ideas

Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download

Passion Prospecting Checklist

Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download

Event Invitation Tip Sheet

Use this resource to learn about various services you can use to create professional-looking event invitations. Download

Personal Preference Questionnaire

Use this questionnaire as part of your new client onboarding process or at any time during your relationship to gather information about their hobbies, favorite…