This should be done after a client inquires and before the first call, to be as prepared as possible to position the service as an investment in outcomes they already want.
YOUTUBE StSo3lReOrg DYF guy Zac walks through completing the sheet
Client Fundamental Needs WorksheetThis should be done after a client inquires and before the first call, to be as prepared as possible to position the service as an investment in outcomes they already want.
YOUTUBE StSo3lReOrg DYF guy Zac walks through completing the sheet