Coaching and Consulting for Individuals, Teams, and Organizations

Client Catch-up Form

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

Name

First Last

What has happened since we last met?

What has been good? Completed projects, new opportunities, new clients, revenue, new visibility, and so on. In short: the stuff that let you know we were winning.

What has been challenging? Poor sales, productivity seepage, lack of clarity, teammate issues and concerns, and so on. In short: the stuff that kept you up at night.

What have you learned or discovered anew? Wake-up calls, close calls, resolved crises, new opportunities, lessons learned, etc.

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

Moving forward

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

What are your Top3 priorities for this month? (Don't forget promotions!)

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

Anything else you want to tell me?

Upload anything you want me to look at (if we're not sharing a Google Drive folder)

Max. file size: 50 MB.