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At which progress meeting should I do the Quality of Life Enhancer Exercise®?

Article ID: 131

Last updated: 20 Nov, 2019

Typically the third of fourth or whenever the client is struggling to behave like a delegator.

« Many clients appear to be busy this summer and have been putting...

I gather that, at the Implementation Meeting and the Progress... »

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I had a very compelling couple of meetings this week and it was great. As before, I still am anxious about what my next step with them is. Things like their Homeowners Insurance scare me a bit since I have no background in that. My understanding was that there were some sophisticated Deliverable Process that we would be privy to be able to work through the various venues. Now that I have the clients committed I feel deeply that I too need to deliver on our promise. Please allay our fears about the next step.

I started using the Values Conversation™ last year but have trouble getting my current clients to sit down with me. I would like some help with this and some suggestions to get referrals from my current clients.

What do you think of this scripting when the prospective clients are talking in great detail: “I appreciate that you want to tell me the details about this, and should we decide to work together professionally, I will need to know more. For the purpose of this exercise, however, I just need to summarize the facts. I have 8 minutes budgeted for this. Would you be willing to give me a few minutes to go through your documents?"

I see in the Progress Meeting agenda for the Goal Progress Outlook meeting that the client can be given the Quality of Life™ Enhancer exercise as homework. I am MORE under the impression that this exercise should be done in person and administered by me. Why does it refer to the Quality of Life™ enhancer exercise as homework? Am I missing something?

I recently asked an Ideal Client to commit to the 3 meeting process by putting our next 3 meetings on the calendar. She replied, "Honestly that's hilarious! I don't even know what next week looks like". She left our meeting with only the next meeting on the calendar but I would like to get the other 2 meetings on the calendar. My reaction is to explain that to deliver comprehensive advice; that it helps to be totally organized with all my deliverables team well in advance. Is there any way to approach the comment or think about her response?

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