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Pulse Check Checklist

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Tim Samuel, CPA

This pulse check checklist asks the person completing it to briefly summarize their progress toward goals, the people they are investing in, and any problems they are currently facing. It also prompts for potential upcoming opportunities and any prayer requests, and closes by asking how the person is doing personally.

—Pulse Check Checklist—
Name ___________________________ Date ____________
 Progress toward your goals
 People you’re investing in
 Problems you’re facing
 Potential opportunities in the near future
 Prayer requests
 Personally, how are you doing?

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Pulse Check Checklist

1. —Pulse Check Checklist— Name ___________________________ Date ____________  Progress toward your goals  People you’re investing in  Problems you’re facing  Potential opportunities in the near future  Prayer requests  Personally, how are you doing?