Created by Connect4
Confidently complete monthly or quarterly advisory meetings using Connect4.
Created by Cegid
Ce travail récapitule les actions liées la réalisation d'une mission d'audit patrimonial pour un client.
Tackle COVID-19 with this best practice Business Finance Guarantee Scheme process.
Tackle COVID-19 with this best-practice checklist for the Australian Government's Business Loan process.
Created by Cegid
Ce travail récapitule les actions liées à l'établissement d'un business plan pour un client ou prospect.
Assist your clients with an application for the Economic Injury Disaster Loan (EIDL), as a response to COVID-19.
Created by Cegid
Ce travail organise la mission d'évaluation d'une entreprise.
Created by Ignition
Streamline your process when booking initial client meetings and following up with this workflow from Ignition.
Increase efficiency when organizing your initial discovery call with new clients.
