Download Matthew Blocki's "New Client Fact Finder Checklist", "First Close Checklist", and "Client Review Checklist" below, and check out "#FA Success Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail, With Matthew Blocki" for more tools, tips, and strategies on implementing detailed meeting checklists, transitioning to independence, and setting client capacity targets.
