Epstein Index›Documents›EFTA01429748
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01429748: Client, Pilot and Professional (DS10)

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This document is a business proposal or service outline from Passcon describing a client outreach and portfolio management process. The proposal emphasizes client-oriented and professional service delivery, offering detailed individual client portfolio overviews, bi-weekly updates, and a pilot program to test the approach with selected clients. The document references LinkedIn and discusses feasibility and experience credentials related to client portfolio management.

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PersonKeyword
Excerpt 1
We can assure you that the **client** outreach will be **client**-oriented and highly professional, giving you peace of mind that your clients will be in good
Excerpt 2
I would like to give you the following details of the process: Detailed overview of your individual **client** portfolio We will compile your individual **client**
Excerpt 3
Passcon will deliver an update for your individual **client** portfolio every two weeks.

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