• Free Business Template: Client Intake Checklist

    DYPU Members Online Resource Library This is a downloadable and editable checklist that can be used with new or existing clients. For a tutorial on how to download this to your Google Drive to edit and brand it to your business click HERE This post is only available to DYPU enrolled members. Please view our membership products: Basic Membership: Monthly or Basic Membership: Annual.

  • The DYPU Members Online Resource Library

    Free Business Template: New Client Questionnaire

    This is a questionnaire you can use when working with new clients to help assess where they are now, and how you can help them. This post is only available to DYPU enrolled members. Please view our membership products: Basic Membership: Monthly or Basic Membership: Annual.