402: Planning the Perfect Visit - podcast episode cover

402: Planning the Perfect Visit

Jul 10, 202326 minEp. 402
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Episode description

How do you plan your visits? While not every visit is the most complicated, every detail still matters. To ensure you don't miss a thing, and that the client's expectations are met, preparation is key! We break down the 5 big buckets of information you need from each client. We then walk through the process of turning that information into a well organized (and time budgeted) visit!

Main topics

  • Why you should prepare
  • 5 buckets of information
  • Time budgeting
  • Prioritizing well

Main takeaway: Preparing doesn't just help the first time you care for a client, it helps ensure a high level of consistency and quality each time you care for them!

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Full show notes and transcript

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