Due Diligence & Note-Taking Mastery (1 CE) Elevate your client care and compliance with this powerhouse course that teaches you exactly how to write professional, thorough due diligence notes. Whether you're new or leveling up, this training gives you the skills to protect your business and serve with clarity. Includes access to Melissa’s exclusive AI Note-Taking Tool ($149 value!)—available in both Live + Post-Appointment Modes—to help you write, polish, and organize notes with ease. Includes full tutorials and plug-and-play ease. A must-have for any service provider. Just $109 for a game-changing upgrade to your systems.