1-on-1 Lead CRM Check-In with School Team Member

This form is to be completed by the Lead CRM during and/or after a check-in with a member of their School Team.

BASIC INFORMATION




GENERAL QUESTIONS
During the Check-In, ask the CRM the following questions. Take notes on their responses in the boxes below.



ADDITIONAL QUESTIONS
During the Check-In, ask the CRM the following questions. Take notes on their responses in the boxes below.