Workflow Templates: client engagement checklist

Research the client's background and industry.

Prepare personalized communication materials.

Establish initial contact through preferred channels.

Schedule an introductory meeting or call.

Send a follow-up email summarizing the initial interaction.

Conduct a detailed interview to understand client needs.

Analyze the client's current insurance coverage.

Identify gaps and areas for improvement in coverage.

Discuss the client's budget and financial constraints.

Prepare a preliminary proposal based on gathered information.

Develop a tailored insurance proposal.

Create a presentation highlighting key benefits.

Schedule a meeting to present the proposal.

Address client questions and concerns during the presentation.

Provide a comparison with competitor offerings.

Negotiate terms and finalize the agreement.

Prepare and send the final contract for signature.

Assist the client with policy implementation.

Provide an onboarding package with essential information.

Schedule a follow-up meeting to ensure satisfaction.

client engagement checklist