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Phase 1:Phase 2:Phase 3:Phase 4:Phase 5:
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What program or service aligns with this phase?
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What kicks off this phase?
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What challenges are they experiencing?
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What do they want?
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What are they saying?
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What mistakes are they making?
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What is the best decision they could make at this point?
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In 10 words or less, what do they need to do at this point to solve their biggest challenges?
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Timeline (months/years, age, stage of life/ career)
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Other details (income, marital status, etc.)
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What ends this phase?
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What other services are they possibly seeking?
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