In a perfect world, this gets set up before the deal even funds.
Along with documents, clients accept 4–5 calendar invites right away.
Short 15-minute check-ins, every 12 months.
Those meetings aren’t sales calls, they’re pace checks.
Are we on track.
Do we need to rebalance.
Does anything need to change.
This was a best practice I ran in my own book, and it completely changed the relationship.
Not “Hey, do you need anything?”
Real structure.
Real follow-through.
Real long-term value.
