Before the first conversation
Turn intake notes into a thoughtful starting point.
A new client may arrive with a goal, a few constraints, and a lot of context. The pack’s pre-call intake brief prompt helps organize client-supplied notes into the outcome in their words, constraints and risks to explore, and two open questions for the first session.
That gives you a way to prepare without treating an intake form as the whole story. Use the questions to invite the client’s perspective and clarify what they want from the work together.