Quarterly Progress Reporting

  • What do I say to my clients after they receive their Quarterly Progress Report?

    Best Practice: A best practice is to reach out to clients after the quarterly progress reporting cycle to let them know you've reviewed their report. Even if you don't have anything actionable, its still nice to notify them that you reviewed their repor...

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  • What is included in the Quarterly Progress Report?

       

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  • Quarterly Progress Reporting: The Basics

    Overview:  Elements automatically delivers a quarterly progress report to all active clients. All you need to do to ensure this process has started, is make sure the clients you want to go through this process are moved to the active client status.    R...

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