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SMALL BUSINESS RETIREMENT PLANS Client Calls Recall Prep (you or your assistant) 1. Identify clients, generally age 40+, who have self-employment income themselves or have spouses with small businesses.

How to fill out client calls - dedicated-dbcom

How to fill out client calls - dedicated-dbcom

1. Begin by greeting the client and introducing yourself.
2. Listen attentively to the client's needs and concerns.
3. Ask relevant questions to gather necessary information.
4. Take note of important details provided by the client.
5. Offer solutions or suggestions based on the client's requirements.
6. Provide clear and concise explanations of any processes or procedures.
7. Address any doubts or queries the client may have.
8. Summarize the call and confirm the next steps.
9. Thank the client for their time and express willingness to assist further if needed.
10. End the call with a polite farewell.

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1. Businesses or organizations that offer products or services
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7. Non-profit organizations seeking to engage with stakeholders
8. Market research companies
9. Anyone looking to establish a direct communication channel with clients
10. Individuals or companies aiming to gather feedback or conduct surveys

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Client calls - dedicated-dbcom is a service that allows clients to access a dedicated database for their specific needs.

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