With our checklist the first step is the easiest

The first step can be the hardest, right? Well, perhaps not. We’ve been working on process improvements recently and we wanted to take any potential pain out of that first step of sending work in to us. With that in mind, we have developed our client submission checklist.

By following the guidance of the checklist, we should be able to, between us, make sure we have everything we need to get your case off to a quick and efficient start.

Although some of you have been with us since the early days, the checklist is a handy reminder, not just of what we need to process your case, but of the types of work we do too. It will also help new staff in your business get used to working with us.

For new clients, this will help ease the transition of working with us here at The Paraplanners and provide you with a useful reference.

That’s why you will start to see the checklist included in some of our Basecamp messages to you. Of course, not every case ticks the boxes on a list and, when this is the case, let’s have a chat.

You can see a copy of the checklist here.