Description
Clientis Planner is your annual business development plan. You can save, edit, print and download your plan to share it at work or access it offline. Clientis Planner is a living, breathing database that you should update regularly (about 10 minutes each month). And, as you do, the system gives you Insights so you can troubleshoot and stay on track with your goals. The more data you enter, the better the Insights. Be sure to watch the demo video.
Since Clientis Planner is a continuous planning and tracking tool, you can get started anytime, not just at the beginning of the year.
Your subscription comes a User Guide and login credentials. Get started today!
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