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Client Service in a Box Complete Kit

PRICE: 3 Payments of $350 each ($1050 Total)

A complete service process that provides a set of documents that allow you to add tremendous value, systematize your service process, and simplify your business.

Client Service in a Box Playbook (walking you step-by-step through how to use this template kit)
Onboarding Packet for New Clients
Turnkey Quarterly Packets:
- 60+ Individual Documents Included Across all Kits Covering the Following Key Areas:
  - Fiduciary
  - Investment
  - Plan Provider
  - Participant
  - Plan Administration
- Includes:
  - Agendas
  - Emails
  - Fact Sheets
  - Education Guides
  - and more...
Annual Review Packet
BONUS: Unique Process Training and Editable Graphics

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As a 401k QB, you get this kit, along with 5 other full kits, additional kits as they become available, 1-on-1 coaching, direct access to me anytime you have questions, free access to the training programs released on this site, and tons of other bonuses... Click here to learn more.

Payment Amount:

$350.00

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