Client Evidence and Fit Map
Assessment & Discovery Tools
Optional client-owned prompts; use, adapt, or skip based on context.
Assessment & Discovery Tools
Optional client-owned prompts; use, adapt, or skip based on context.
This page offers optional prompts to separate observed client evidence, research questions, hypotheses, and fit criteria without inferring motives, fears, or protected traits. The fields are prompts, not findings, requirements, or a complete model of the situation.
Use the client's own words and distinguish observations from assumptions. Any field may be renamed, reordered, left blank, revisited, or discarded.
Optional coaching reflection - not therapy, diagnosis, medical care, legal advice, employment advice, or a validated assessment. Skip, adapt, or stop. Do not infer causes, conditions, traits, motives, truth, or required responses. Preserve privacy, consent, access, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.
Relevant role, context, or access needs (avoid protected-trait targeting):
Situation when they first sought help:
Problem they named first:
Language they used to describe it:
What permission-safe evidence shows how selected clients found the practice?
Which public or consented sources, if any, are relevant?
What referral evidence is available without identifying people unnecessarily?
What public or client-stated information sources are known, and what is unknown?
What selected, non-protected evidence is relevant to fit?
What observed retention evidence exists, and what remains unknown?
Average engagement length:
Most common entry point or first request:
What observed event or stated reason preceded the decision?
What had they already tried before reaching out?
What question, constraint, or outcome did they state?
What outcome language did they state, with permission and context?
Now that you can see it:
Review any decision evidence: what is directly observed or stated, and what remains a hypothesis or unknown? A stated preference does not establish a cause.
Compare Observed Client Context with Selected Client Evidence. Where the two don't match, which differences are supported by evidence and which remain hypotheses or unknowns?
What source evidence, uncertainty, or optional research question would be useful before changing outreach? No change is required from this worksheet.
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