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.
