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Phone consultation

Posted in the Solutions Corner Forum
By Erin    

Erin
Erin
Member
Phone consultation
Aug 5th, 2025 14:13

Does anybody have a questionnaire they like to follow when on initial phone consultation with prospective client?

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Kelly Widner
Kelly Widner
Member
Re: Phone consultation
Oct 8th, 2025 08:20

I am new to this platform. I also share the same question and would like to know if you received an answer. If so, where can I read the suggestions?

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