“The second is thanks and document. When something important happens, follow up with an email thanking everyone and summarizing the matter. If the deal changes, make sure that every single document that needs to be reflected and updated changes too”

“After the pre-departure call, we send you all of those documents that you can white label and put your own branding on.”

“Avoid unnecessary paperwork. There's actually nothing in this update that requires you to create a whole new document or a whole new set of documents. It's all things that can be added into what you should already have for your 2015 system.”

“We do send out thank you cards”

“I always have the documentation… before and after pictures… send a package… it takes a little bit longer to get paid but it’s okay”