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How to Prepare for Client Reviews
Client Reviews are an annual compliance requirement. Whether you are scheduling reviews with your clients annually or on a more frequent basis, they can serve as a great opportunity to gather good, clean data to bolster your CRM’s usefulness! Track, schedule and organize your client review information and be prepared for the next review to roll around!

Join us for this webinar to learn all about preparing for client reviews.
If you can't make this webinar, don't worry; it will be available for replay soon.

Jan 30, 2020 11:00 AM in Pacific Time (US and Canada)

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