I recently onboarded a new client who came prepared with a fabulous Working Styles doc. I couldn’t believe how helpful it was to have all of that information laid out for me upfront. It was simple, streamlined, and such an effective way to understand her preferences and how she likes to work.

I was so grateful for the clarity it offered that I knew right away I needed to create one of my own. After drafting my version, I realized it could be just as helpful to share here—for future clients to reference and for anyone who might want a starting point to customize for their own needs.