Family & home conversation checklist

Before the conversation: confirm the member’s goal and permission to follow up. During discovery: ask about priorities, current setup, timing, and who makes the decision. Discuss household connectivity, legal-plan information, and independent contractor referrals. Before a referral: explain the provider’s role, confirm availability and terms, and discuss sharing contact details. After the conversation: record the next step and a follow-up date. Connect with the GPSS team: https://generalpublicsolutions.com