Qualification Needs Assessment

1. Overview

  • Purpose:

    • Understand the client's specific requirements, challenges, and goals.

  • Objectives:

    • Gather comprehensive information to tailor proposals effectively.

    • Build strong client relationships through active listening and empathy.

2. Step-by-Step Procedures

  • Discovery Meetings:

    • Conduct detailed discussions with clients.

  • Documentation:

    • Record client needs and preferences.

  • Analysis:

    • Assess how your services can meet their needs.

3. Roles and Responsibilities

  • Salespeople:

    • Lead the needs assessment discussions.

  • Assistant:

    • Take notes, update CRM with gathered information.

4. Tools and Resources

  • CRM:

    • Link to Needs Assessment Guide

  • Meeting Tools:

    • Zoom, Microsoft Teams.

  • Questionnaires:

    • Download Needs Assessment Questionnaire (Google Form)

5. Templates and Checklists

  • Needs Assessment Checklist:

    • Download Needs Assessment Checklist (Google Sheet)

  • Discovery Meeting Notes Template:

    • Download Meeting Notes Template (Google Doc)

6. Additional Resources

  • Training Videos:

    • Conducting Effective Discovery Meetings

  • Best Practices Articles:

    • Top Techniques for Needs Assessment