Client Dream Conversation Coordinator Review Review the client’s responses below, then complete the fields for each section. Client: Loading… · 01 Concerns / Drains What dangers, worries, or energy drains did the client share? Client’s response (Stage 1) Loading… Distilled concerns * 1 2 3 02 Opportunities What opportunities did the client want to capture? Client’s response (Stage 1) Loading… Distilled opportunities * 1 2 3 03 Strengths What strengths or resources did the client identify? Client’s response (Stage 1) Loading… Distilled strengths * 1 2 3 04 Big DREAM Summarize the client’s overarching dream in one clear statement. The client’s Big DREAM * 0 / 600 05 Short-Term Goals Our short-term goals › In the next 30–60 days, we will… We will * 1 2 3 06 Coordinator Notes Anything else the support team should know about this client. 0 / 1000 Submit to Support Team →