One client at a time. Flag what you have noticed.
This checklist is how you hand me the client side of the picture. Pick one of the client relationships you named in your intake. Walk through 75 signals across five touchpoints. Flag only what you have actually seen, noticed, or realized about this specific client.
No scoring you need to do. No judgment. Just pattern recognition. Auto-saves as you go.
One signal is a moment. Two or three from the same client within 60 days is a conversation you need to have.
Your signal report is ready. Here is how to send it.
Export the PDF for this client. Email it to me at [email protected] at least 24 hours before your session, along with the Employee ORI and your intake. If you are flagging multiple clients, start a new client above and repeat.
The depth of what I can show you about specific client relationships depends on what you flag. If you are not sure whether something counts, flag it. We can test it in the session.
