Worksheet 1

Worksheet: Reflecting on Your Client Relationship Journey

Part 1: Reflect on Your Own Journey

1. Why Do Client Relationships Matter to You? 

   Describe why building strong client relationships is personally meaningful to you.  

   - Your Answer:

2. What Key Lessons Have You Learned So Far?  

   Reflect on the most important lessons you've learned from working with clients.  

   - Lesson #1:  

   - Lesson #2:  

   - Lesson #3:  

Part 2: Identify Your Strengths and Areas for Growth

1. What Are Your Strengths in Client Relationships?  

   List at least three qualities or skills that you believe make you effective at building relationships with clients.  

   - Strength #1:  

   - Strength #2:  

   - Strength #3:  

2. Where Would You Like to Improve?  

   Identify areas where you feel there’s room for growth or skills you’d like to develop to better connect with your clients.  

   - Improvement Area #1:  

   - Improvement Area #2:  

   - Improvement Area #3:  

Part 3: Set Your Goals

1. What Is One Action You Can Take Right Away to Build Better Client Relationships?  

   Write down a specific, actionable step you can take this week to strengthen a client relationship.

   - Immediate Action:

2. What Are Your Long-Term Goals for Client Relationships?  

   Think about where you’d like to be in six months to a year. Define one or two goals for your client relationship journey.

   - Goal #1:  

   - Goal #2:  

Reflection

Take a moment to imagine the impact of stronger client relationships on your business and your personal satisfaction. Jot down any thoughts or insights that come to mind as you visualise this future.