New Client Information Package

New Client Information Package
Like
1
3,211
146
Like
1
3,211
146
This mind map was made with MindManager

Share this mind map

Link:
MindManager Map added Fri, Nov 12, 2010
via web

New Client Information Package

We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
Created using: MindManager
Copyright & licencing: Copyright ©2010 Navion Financial Advisors. All rights reserved.

Comments

Please login to post comments

Related Mind Maps:

tab_Help

tab_Notes

Another free MindManager Mind Mapping in Business Mind Map shared on Biggerplate! Share your own mind map templates and examples today!

Upcoming Webinars:

Mind Mapping for Marketers
Mind Mapping for Marketers
This webinar explores the three most important uses of mind maps for marketers and shows why collabo…
Speaker: Raphaela Brandner
Date: 22 October 2019
Mind Mapping for Customer Retention
Mind Mapping for Customer Retention
Research by Bain & Company has shown that increasing customer retention rates by 5% increases profit…
Speaker: Warwick Brown
Date: 29 October 2019

Online Learning with Biggerplate:

MindManager PRO Tutorials
MindManager PRO Tutorials
Get more from MindManager with our PRO tutorials!
Copyright 2008 - 2019 Biggerplate.com Ltd. All Rights Reserved.