Event Budget Template
Use this resource to budget for client appreciation events, prospecting events, educational workshops, and other general events. Download
Tag: Passion prospecting
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…