Need some help. Quarterly reviews as never been completed. I am new and have been asked to create QR as far as 02/2017 for 14 active clients and 6 past clients. Where should I start? Is there a template where I can select the sentences to speed up the process.
Can you please give me some suggestion. I am new have 14 clients were unaware that quarterly review needs to be completed. What do you recommend to rectify my problem? This does not include past clients.
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