Formula For Success Success = Getting the best possible outcome from any given situation & building your base of WISDOM

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Primary Goals Budget Philosophies

Priorities Game Plan

Timeline Factors Outcome Goals

Identify Largest Opportunity(ies)

Layout Timeline & Discuss Options

Determine Best Strategy & Revenue Oppties

Expert Education – Most Relevant Points (Wisdom)

Identify Most Cost-Effective Path

Set Billables Tolerance & Pro-Actively Ask (Ongoing)

Discuss Opposition: Craft Best Value Props

Identify What Client Can Do To Help

Identify Fastest Way(s) to Success

Identify Most Lucrative Path

STRENGTHS:

CHALLENGES:

Important Milestone to Hit

Important Milestome to Hit

Important Milestone to Hit

Consider Team Approach- (Like Fully Integrated Health Care)

Build Your Knowledge Base! Put Your Clients To Work For You!