Actioning the proposal and formalising the relationship

Formalise recognises the important step of actioning the proposal and formalising the relationship.

It consists primarily of 3 client communication letters you can send to your client, with the opportunity to personalise depending on the advice provided.

The letters cover:

• Advice implementation – Letter detailing the progress of advice implementation with suggested timeline for sending, and a letter confirming completion of advice implementation.

• Building relations – Letter to keep in regular contact with the client, to demonstrate that you care and are always available to assist.

• Ongoing relationship and service delivery – for team members engaged in the ongoing service and contact with a client.