Client Forms

&Wealth Team Check-In Form

Please fill out the form below to help us catch up.

Name

First Last

The Questions

Remember, you can be as brief or as detailed as you want to be from these. If you're really pressed for time, the least I'd ask you to fill out is #1, #8, and #9.

What has been good?

Completed projects, client praise, skill mastery, smoother work, etc. In short: the stuff that let you know we were winning.

What has been challenging?

Productivity seepage, lack of clarity, teammate issues and concerns, and so on. In short: the stuff that kept you up at night.

Has a particular team habit, process, or agreement made things easier (or harder) lately?

What's something a teammate did that signaled trust or helped you act more independently since our last session?

What have you learned or discovered anew?

Wake-up calls, close calls, resolved crises, lessons learned, etc.

What important stuff got left out, forgotten, or reprioritized? Why?

What are you looking forward to over the next couple of weeks?

What are your Top3 priorities for this month?

What are the 1-3 top items you'd like to discuss during our next meeting?