Effective preparation for meeting prospects and clients is key during the early stages of engagement. It’s imperative that you build a profile to help establish what’s currently going on with the business owner, the current status of their company and what they’re hoping to achieve moving forward. It is therefore important to have a structured process in place for when it comes to holding early stage meetings with clients, to ensure you capture as much information around their aims & objectives, business pain points and key focus areas. There is now a cloud based software solution to help assist business owners structure and report their early client engagements.
Introducing the Client Needs Analysis