Client Services Pro Toolkit
A complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperA complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperPlease complete this review in your own words before your scheduled review meeting. It helps us understand how things are going from your point of view, so we can update your support plan together. There are no right or wrong answers, and everything you share is treated confidentially.
Your name:
Date of this review:
Roughly how long have you been receiving our services?
For each life area below, rate how things feel right now on a scale of 1 to 5 (1 = major difficulties, 5 = going very well), and note anything that has changed recently.
Life area | My rating (1–5) | What has changed recently |
|---|---|---|
Housing & living situation | ||
Food & daily essentials | ||
Health & wellbeing | ||
Work, education or income | ||
Relationships & support network |
Which goals from your support plan have you made progress on? What helped?
Which goals feel stuck or harder than expected? What got in the way?
Are there goals you would like to change, add, or remove?
What has been most helpful about the support you have received so far?
Is there anything you would like us to do differently?
Going forward, how often would you like us to check in with you? (select one)
Weekly
Every two weeks
Monthly
Only when I reach out
What is your biggest priority for the next three months?
What support do you think you will need from us to get there?
Are there any upcoming changes in your life we should know about? (e.g. moving, new job, family changes)
The information in this review is accurate and written in my own words.
I understand this review will be discussed at my review meeting and used to update my support plan.
I am comfortable with my support team reading what I have shared here.
Your printed name:
Date:
Thank you for taking the time to complete this review. We will go through it together at your review meeting.
The Comprehensive Progress Review template is a ready-to-use form from Pocper's Client Services Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.