Description
Upon meeting a prospective client you conduct an interview to assess their fit as a client and your services. Then you may have a trial period to ensure you work well with the client and their needs. If you perform this due diligence is a client assessment really required? Yes! Don't skip the Client Assessment engagement; turn it into a valuable, profitable product you can sell over and over again.
In this session learn from a practitioner that has been refining this process for more than 7 years. Discover the basic components of a Client Assessment, and why providing an assessment is not optional.
Speaker(s):