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402: Planning the Perfect Visit
How do you plan your visits? While not every visit is the most complicated, every detail still matters. To ensure you don't miss a thing, and that the client's expectations are met, preparation is key! We break down the 5 big buckets of information you need from each client. We then walk through the process of turning that information into a well organized (and time budgeted) visit!
Main topics
Why you should prepare
5 buckets of information
Time budgeting
Prioritizing well
Main takeaway: Preparing doesn't just help the first time you care for a client, it helps ensure a high level of…
The skinny
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