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Client Data Sheet
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Complete the required fields and share your responses with us.
Your Company Name
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Address
Phone number
Email address
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Birthdate
Spouse/Partners Name
Spouse/Partners Birth Date:
Anniversary Date
VISION: "Our Guiding Star" What is your vision? more succinct you are able to make this, the better. Please leave out specific goals (e.g. lose 10 lbs in 8 weeks or increase revenues by 10% in three months). If this is not now clear for you, leave this blank for now.
What are you facing right now that needs immediate focus or resolution?
What are the personal and professional qualities that you have that help you win?
What is it about you that stops you or makes it difficult for you to meet or exceed goals?
Your values are the qualities of life that you find most attractive. They are expressions of your Self and allow you to feel truly fulfilled. What do you feel are your true values? If this is not now clear for you, leave this blank for now.
Name 10 goals you would like to achieve in the next 90 days
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