Here are the tools you'll find in your download: 


Chapter 6

  • Checklist for Conducting the ClientWise Conversation™ after a Client Review
    A how-to checklist on conducting the ClientWise Conversation™ successfully at the end of a client review, if a separate meeting is not possible.
  • ClientWise Conversation™ Data Collector
    A note-taking template to use during the ClientWise conversation to capture the client data. 
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