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Access to most of our resources is included in our Career Member plans.
Career Members can access this resource here without purchasing it below.
At Thought Penny, we compile a Client Compendium as part of our onboarding process and keep adding to it as we work, so that it becomes a resource that covers every aspect of the work we do, to ensure our clients are questioned and disturbed as little as possible.
These compendiums are used as the main source of information for each client and are updated every time we interact with them or learn new information about their business.
A Client Compendium will ensure anyone on your team (or a temp VA) can “jump in” and provide an ongoing and uninterrupted service to your client. After we make a copy of the template, we delete the sections we don’t need.
We’ve added some dummy data to give you some inspiration – you can leave this in there to help your team understand how to use this template or delete it in your version of the template so you don’t need to remove it each time.
We’ve built this as a Google Doc, so you can:
- Create a copy (File > Make a copy); or
- Download it as an MS Word document (File > Download).
Purchase Access: 6 months
To gain access to this resource for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this resource HERE at no additional cost!