Learn how to seek out and retain new customers for your business, build and maintain a good working relationship with your clients with these Client Development Forms.
Buy and download a variety of agency contracts, retainer agreements, information and guides. Our Client Development Forms are provided in easy-to-use formats, and can be customized to fit your specific circumstances.
Advertising Agency Retainer Agreement
Advertising agencies, sign up a client with this template Advertising Agency Retainer Agreement. The client will compensate the agency by way of a monthly retainer, plus allowable expenses. The agency is an independent contractor and is not an employee, agent or representative of the client. T...
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Agency Agreement to seek out prospective clients (Canada)
Buy and use this template to prepare an Agency Agreement under the laws of Canada, between a company seeking to expand its international presence and an agent engaged as an independent contractor to identify prospective clients and projects in other countries. Provisions of the Agreement include: ...
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Fee Agreement between Lawyer and Clients (British Columbia)
British Columbia lawyers, prepare Fee Agreements for your clients with this easy-to-use template. The agreement sets out the understanding between the parties with respect to: billing rates of the lawyer(s) working on the file, methods of calculating legal fees, disbursements and expenses...
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Finder's Fee Agreement for Sales Leads
Prepare a Finder's Fee Agreement for Sales Leads with this easy-to-use template. The Agreement is between a company looking for sales leads and an agent who will introduce the company to potential customers who have expressed an interest in products or services that the company provides. The age...
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How to Set Up a Business Lunch
Download this set of step by step instructions to guide you through how to set up a business lunch with a potential client. The file is in MS Word format....
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Introductory Business Sales Letter Templates
If you want to market your business, products and services to clients, use these two template Introductory Business Sales Letters. The first template can be used to introduce yourself and your business to prospective new clients. With the second form, you can tell your existing customers about ne...
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Lawyer's Contingency Agreement (Alberta)
Alberta lawyers, prepare a Lawyer's Contingency Agreement between you and your client with this easy-to-use template. The agreement sets out the understanding between the parties with respect to legal services provided in connection with a lawsuit. The legal fees charged to the client will be bas...
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Lawyer's Contingency Fee Agreement (Nova Scotia)
Nova Scotia lawyers, prepare a Contingency Fee Agreement between you and your client with this easy-to-use template. The Agreement sets out the understanding between the parties with respect to legal services provided in connection with a lawsuit. The legal fees charged to the client will be bas...
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Making a Presentation to a Prospective Client
Learn how to make a successful presentation to a prospective client with this 10-page checklist and step-by-step guide to help you hone your presentation skills. Topics included are: identifying prospects and initiating the process; preparing, planning, writing and rehearsing the material for th...
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Never be embarrassed again by forgetting someone's name in public! The One Minute Name Memory course will teach you how to remember every name, every time. This comprehensive 108-page book gives you the tools you need to increase your memory and confidence, improve customer relationships, and red...
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Solicitor's Conflict Letter (Alberta)
Alberta lawyers, use this template Solicitor's Conflict Letter to inform a client about a potential conflict of interest, pursuant to Chapter 5 of the Province of Alberta Code of Professional Conduct. The letter should be sent to each party in a transaction where the lawyer has been asked to repr...
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Trade Show Visitor Information Form
If you are setting up a booth for your company at a trade show, hand out this Visitor Information Form to attendees who visit your booth. This form allows you to gather data from potential clients, so that you can follow up with attendees who express an interest in your company's products and ser...
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