❏ Fill in beginning CID information [MS]
- Notes
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- If CID does not already exist for client, duplicate this document by selecting File > Make a copy.
- Change "Client Name" at the top right-hand corner.
- Fill out as much as possible for Sections 1. CONTACT INFO, 2. SITUATION, and 3. REPORT OF FINDINGS ("Instructions to team" only). Add any and all information you already have that could help the team in strategizing for this client.