Purpose: Getting someone new up to speed without leaving out the parts that matter.
When to use: Use this before a first appointment with someone who has not met you.
Worksheet prompts
- In two sentences, what brings you to them?
- What have you tried before, and what happened?
- What do you want to know from them today?
- What do you want them to understand about you?
You know your own history better than anyone else in that room.