consultation checklist must have clients name,email,address,phone number,topic of discussion,notes
Client Information
- Collect the full name of the client.
- Ensure correct spelling and format.
- Clarify any abbreviations or nicknames.
- Request the client's primary email address.
- Verify the format (e.g., name@example.com).
- Confirm that the email is active and checked regularly.
- Obtain the complete mailing address.
- Include street, city, state, and zip code.
- Ask if they prefer to receive mail at this address.
- Ask for the best phone number to reach them.
- Confirm the type (cell, home, work).
- Inquire about preferred times for contact.
Use in Manifestly