This two-page editable Word document is exactly what you need to keep track of each client's pertinent information. From the time the lead first comes in, until the day you finish your consultation, this two-page document will help you to stay organized as you identify needs, assess the situation, and create goals.
This document is for personal use only and shall not be resold. It can be downloaded up to three times within the first three days of receipt, so act fast when it comes to your inbox!