The Predictive Index

End of year review template

Help clients see your value with this template.

Does your client know the value your consulting provides?

Year-end reviews are a great way to measure achievements against goals, celebrate successes, and document the progress made.

Use this year-end review template to give your clients a solid understanding of the value provided throughout their engagement.

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“At first, we thought we were adding another arrow in our quiver, but it turned out to be everything. We’ve increased our business 270% since becoming PI Partners.” - David Nast

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