Welcome! So excited you want to dive into getting to know your client inside and out! This template will walk you through getting to know who your client is, where they live, work, play and how they spend their time.

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Before you go check out the Goal Setting Made Simple guide.

Goal Setting Made Simple ~ a workbook planning guide for a successful year

Help yourself and your business to set S.M.A.R.T. goals this year and begin achieving success.

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