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Practice Forward free sample tools

Explore a selection of Practice Forward tools

Practice Forward free sample tools include

Index of content

Access the directory of all Practice Forward content available to members.

Prospect questionnaire

Gather information from prospective clients prior to an initial meeting and determine if they are a good fit for your firm with this questionnaire.

Sales process – prospect

Educate staff on the process for proposing services to prospective clients with the sales process – prospect tool.

Single existing client evaluation form

Use this form to assess the status of your firm's relationship with your clients. It provides a good starting point for evaluating each client to determine whether they fit your new business model.

Free sample tools

Complete the form to access the Practice Forward free sample tools