Client Needs Analysis

  • March 12, 2010 11:15 AM PST

    Does anyone have a good CNA form that our sales staff can use when talking to a client? We're looking for a list of questions that will guide our staff when they are trying to find out what a customer needs and wants.

  • March 12, 2010 11:28 AM PST

    RAB's website has a great one and a lot more resources that you might find helpful!

  • March 14, 2010 9:08 PM PDT

    Delores, I don't know if this is exactly what you're looking for, but another RSC member, Jenna Fox, put together this excellent sales aid, "Opening the Sales Call with a Prospect."

    This post was edited by Rod Schwartz at October 26, 2018 10:53 AM PDT
  • March 15, 2010 9:22 AM PDT

    Hi Delores....there are a lot of different versions floating around out there. Attached is the one we use and find very effective, especially getting the right information to include an ROI for the presentation. Good luck. Dennis