The 713Training Team hopes that everyone has a great Memorial Day Weekend. We receive lots of requests from VBAs and Attorneys for a Checklist that they can give their clients to make it easier for them to collect the necessary items from their clients. With so many requests we decided to put one together that can be used in conjunction with the free client intake forms that can be found at:
http://www.713training.com/categories/Client-Intake-Forms/
If you want us to email you the checklist simple email us at info@713training.com and we will respond with the checklist attached. If you have any questions about the checklist feel free to call or email us. Also, we are currently converting our free client intake form into a fillable PDF version that will be available for Free starting June 15th at www.713Training.com
-The 713 Training Team
www.713Training.com
1-800-535-9984
