Bring Pack the Person Overview 1-page Report
In Legacy there is a Person Overview report, it's just the basics, no pattern just A-B-C-D Needs/Behaviors and Factor Combinations. It is an extremely useful report to use especially during in person sessions with clients or even prospects. I want them to be paying attention to what we're talking about not reading ahead in their own report.
This version in Legacy gives them enough information to follow along in a Lunch n' Learn or even a PI Overview going along with Team Discovery and most importantly it's on ONE PAGE, one side of one page. Very focused, economical and useful.
I mocked one up and attached it here.
mqqubxnt5dz1skuervj5.pdf
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08 Apr, '25
Tamra BoucherJust got out of a meeting with a long-term client who is a heavy user of the software. They have not yet upgraded and were very disappointed to see that the Person is no longer available! Please consider returning it or adding something that mimics it.
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08 May, '25
Susan Elderit would be helpful to have the one-page report that we could use to in client workshops and readbacks
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07 Aug, '25
ShawnaI prefer the new snapshot without any ABCD on it, but that is not downloadable either. Please make the snapshot downloadable.