Difficulty with distance clients is now a thing of the past with the "Distance Client Checklist" in your resource toolbox. Ratcliffe&Husk has perfected this list, making it thorough and easy to use. Clients will appreciate the clear and defined expectations set for meetings as well as note your organizational prowess. You will finally be able to rest at ease knowing that you are implementing quality control and knowing that you have gone through a complete checklist of duties for each of your new distance clients!
“I learned very quickly that distance clients were another caliber of difficulty in the FCP world. Everything took much longer, communication was harder, and teaching proved to be more difficult with the various distractions that can come from a client being in their own home. Soon enough, enough was enough. I came up with a list that would be my surefire way to avoid all the problems that could arise, miscommunications that could occur and a catch-all for things I might forget to do before each meeting. Typically, I'll review the doc to make sure I've completed each necessary item, then I'll send both of the listed "Client Follow-Up Checklists," located at the bottom of the doc, to the client before a FU.”
- Nia E. Husk, BA, FCP
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