This is for a conversation with a real client. Practice is where you work through a scenario with nothing on the line — that lives at Practice. This is the other one: a conversation that actually happened, with someone whose business or home was at stake.
One question first. A conversation that has ended and one that is still going need different questions.
Has the conversation ended?
A conversation that has ended is read from start to finish: how it began, what was said, and how it ended. A conversation that is still going has no ending yet. So it is read differently: where the client is now, and what your next step could be.
That one belongs in the Orientation
A conversation you are still inside gets read differently — where your client’s thinking is now, what the moment calls for, and what to watch for as it develops. Recording it here as though it were finished would give you the wrong reading and file it as the wrong kind of record, so this form won’t take it.
Take it to the Orientation — nothing has been lost, you haven’t written anything yet.
You wrote this one in your own words, and it was laid out against the five questions. Nothing has read it yet. It is waiting for you to check the layout and confirm it.
The one you used when you wrote it.
This only opens it. Nothing is read until you confirm.
Think of one where your experience kicked in. A client was ready to walk away and you realized the house wasn't really the problem. Someone was dug in on a price, a rate or a premium, and instead of pushing harder you asked a different question. Or someone said something that made you change the conversation you thought you were going to have.
It doesn't have to be the deal you saved or the perfect thing you said. It may not have ended the way you wanted at all. Pick one another experienced professional would understand — where you read the client, adjusted, and afterward thought, that was a good conversation.
You don't have to work out what you did or why it worked. That is the part that comes back to you.
Before you write
Your client must be unrecognizable
Remove their name and anything else that could point back to them — neighborhood, address, property, price, employer, or any detail unique to their situation. Refer to them only as the client.
Changing the name alone is not enough.
Same conversation. Nothing that matters is lost.
One more thing, and it's counterintuitive: write what was said and done — including what wasn't — before what you made of it. Not “I realized she wasn't really talking about the house” — instead, what you said next because of it. Write the conclusion and the moment it came from disappears into it. Write the moment and it's still there, for you and for the Reflection. You are not asked what you made of it at all — that is the part the Reflection gives back.
Where to send your Reflection
The one Caveris has on file. It's how your record is found, and a copy of the Reflection goes there.
How would you like to write it?
Both go to the same place and come back with the same reading. The difference is only how the writing feels.
You’ll answer five short questions about the conversation. What you write in each box is what gets read — nothing is rewritten or rearranged in between.
The conversation
A first meeting, a check-in along the way, a difficult call near the end — enough for someone to picture the situation. A couple of lines is plenty.
Their actual words where you remember them, with identifying detail removed — and what they did. Paused, went quiet, changed the subject.
Your actual words where you remember them, and what you did — the question you asked, the pause you left, the direction you took it. Why you did it is the one thing to leave out.
Their response is the next signal. What they said, what they did, whether anything shifted — and if nothing shifted, that's worth writing down too.
What was settled, what was left open, and how you parted. An ending that resolved nothing is still an ending.
Where it fell in your work with them, what they said or did, what you said or did next, what happened after, and how it ended — in whatever order it comes out. You don’t have to cover all of that; write what you remember.
Before anything reads this, it gets laid out against the same five questions and shown back to you to correct. Your words are kept exactly as you wrote them either way — the layout is a draft for you to approve, not a replacement.
A few more, if you have them (optional)
These are kept with your record and help us see, over time, how your reads compare with what happened. They are not given to the reading, and you can leave any of them empty.
Your read at the time, not what you know now.
1 is a guess. 5 is certain.
Your own words in the key moment. Leave out anything that could identify your client.
A last look before you send
A last look before you send
Takes about twenty seconds. Your Reflection appears here.
Here is your account laid out against the five questions. Nothing has read it yet. This is a draft of your own words, and it is yours to correct.
Change anything that doesn’t sound like you, and fill in anything marked Needs you — those are the questions your account didn’t answer. What you leave here is what gets read.
A last look before this is read
Once this is read it becomes part of your record.
This conversation and everything you have sent is in My conversations.