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With the purchase of MasterPlan, you receive
our attractive and thorough client questionnaires in printed form
as well as on disk. These questionnaires make it easy to collect
information from new clients and help you to make a good first impression
with your clients. Because we have organized the questionnaires
by topic onto separate sheets, you can choose to include only the
topics that are relevant for each client, thereby saving you both
time and paperwork.
By giving you the questionnaires on disk, we give
you the freedom to customize the client questionnaires to suit your
style and clientele. You are free to edit the questionnaires in
your word processing program to achieve the most useful format for
your business.
See Also Main Product Topics...
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