Progress Meeting Information

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Please explain these discussion points further

What are your short-term goals (next 12 months)?

What are your medium and long-term goals (1 to 5+ years)?

Please describe any changes to your circumstances.

On a scale of 1 to 10, how likely are you to recommend our services to others? 10 being highly likely and 1 being not at all.

What aspect of our services prompted you to give this rating?

One more question We also welcome your ideas and opinion on how we could do things better. Or perhaps additional things that would make your life easier. There may have been times when you have started a thought with: "Wouldn't it be great if ….. happened." Or: "If only we could have ….."