Annual check-in with past clients. Low-pressure, relationship-building.
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Industry
attorney
Use Case
re engagement
Style
minimal
Tone
professional
Components
3
Used by
0
Confirm receipt of inquiry and set expectations for initial consultation.
Request additional documents needed before consultation.
Confirm consultation date, time, and preparation instructions.
Post-consultation follow-up. Summarize discussion and next steps.
Notify client that engagement letter has been sent for signature.
Annual check-in with past clients. Offer home value update and referral ask.
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