Confirm that LKNConnect has the agreement, payment arrangements, client materials, and upcoming business information needed to activate the client’s Visibility Program.
Business Name: ______________________________________________
Client Contact: _______________________________________________
Strategist: ___________________________________________________
Date: ________________________________________________________
Target Start Date: ____________________________________________
Billing Contact: ______________________________________________
Billing Email / Phone: _________________________________________
Check the materials required for the client’s selected products and services.
Other: _______________________________________________________
Ask the client:
“What is happening in your business during the next 90 days that people should know about?”
Check any that apply:
What: ________________________________________________________
Date: ________________________________________________________
What: ________________________________________________________
Date: ________________________________________________________
What: ________________________________________________________
Date: ________________________________________________________
Still Needed: __________________________________________________
Who Is Responsible: ___________________________________________
Expected Date: ________________________________________________
Strategist: ___________________________________________________
Date: ________________________________________________________
STEP 9 — Internal Handoff & Activation
