Rapport
Before each client
A short brief on what you talked about last time, ready before they sit down.
Step 1 of 5
Today shows your bookings and your own life in one timeline.
What you saw
- Today shows the day as one timeline, and the next client’s card comes to the top twelve minutes out.
- Ask about: three things from your own notes, written as questions to ask.
- Good to know comes from another client’s note and is always marked don’t repeat.