Queue the Prep GO! Launch
Two Advisors
$749.00
Get Started Now! Download and GO.
With its no-fuss interface, Client Meeting Prep and subsequent meetings are easier to prepare, organize, compile and manage the client experience. No more late nights.
When you are ready for the full personalization version, we are here to get you set-up and running. The full personalization version includes:
The End-of-Year Recap, key to showing the value of your services all year long.
Custom text you use in meetings. Personalize every aspect of your client meeting and you will only need to click to update the agenda, client summary letter and end-of-year checklist all at once.
No more copy and pasting information. Once you click the personalized copy, that is all that is required.
You see your clients two hours out of the year. Make it impactful! The Queue the Prep Meeting Management Suite will make each meeting memorable and referrable.
Let's get started!