Employee Lab - Client Interaction Form

Adviser*
Enter the adviser who gave the advice. If this advice was in conjunction with another (newer) adviser, make note of the in the debrief.
Client Name*
Company Name
Date

DayMonthYear
Hour MinutesAM/PM Option
Pre-existing conditions, timeframes and limitations given

YesNo
Financial Advice Given*

YesNo
Debrief
Actions
Email form to*

help@employeelab.co.nzELadmin@employeelab.co.nz
Tip:

Select help@employeelab.co.nz if a follow up task needs to be completed by the Employee Lab team.

Select ELAdmin@employeelab.co.nz for file saving only.
Should be Empty: