Guide for Friday Client Check-up Calls

Establish a standard of weekly communication with your clients with this guide sheet.

Performing Friday Client Check-up calls is one of the best ways you can improve the customer experience and close the gap between clients and office staff. This guide explains the purposes of performing Friday Check-up calls and includes a few guidelines as well as a checklist for performing the calls.

This guide will help you…
  • understand the importance of client communication.
  • make stronger connections between your office staff and clients.
  • establish standards and habits for weekly communication with clients.

Download Resource

Friday Checkup Calls Preview