The Personal Insight Meeting During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered. Meeting Objectives: Determine client goals, priorities, and valuesDetermine if relationship is a good fitSet the next meetingExpected Duration:Meeting Length: 30-45 minutesTime Until Next Meeting: Often combinedDiscussion Topics:Explaining our processClient Values DiscussionDescribe the scope of our offeringsDiscuss fees and compensation Next Step: The Blueprinting Meeting
The Personal Insight Meeting During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered. Meeting Objectives: Determine client goals, priorities, and valuesDetermine if relationship is a good fitSet the next meetingExpected Duration:Meeting Length: 30-45 minutesTime Until Next Meeting: Often combinedDiscussion Topics:Explaining our processClient Values DiscussionDescribe the scope of our offeringsDiscuss fees and compensation Next Step: The Blueprinting Meeting
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