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These are the templates from Living Well Senior Concierge Training Program.
Some clients only want the templates without the information provided on the video recording.
The 10 files included in the zipped file are:
12 month Cash Flow Template
Blank Invoice Template
Bond Application Example
Brochure Template
Client Relationship Guidelines Template
Daily Report Register Template
Inflow Tracking Template
Marketing Plan Template
Personal and Organizational Goals Activity
Release of Liability Template ($500 Value)
