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Understanding and responding to your client's needs
Overview
This module will help you to better understand your clients needs and effectively communicate how your business can help them through the advice, solutions or services you offer.
It will show you how to plan, conduct and review meetings with clients using best practice behavioural techniques for business advisers. Learn how to assist clients with diagnosing problems, frustrations and root causes and respond with a solution that offers maximum impact.
The module also covers the key inclusions and best practice tips for a client proposal, and how to present the proposal and onboard a new client, so they have clarity and confidence in the offer and your services.
Key Topics
- Understanding clients' needs
- Conducting the first meeting
- Present the proposal
- Onboarding a new client
- Conducting effective client meetings
This course consists of one online course and one online assessment.
This module is one of a series within the Service Offering component of the My Firm. My Future. Framework. It is designed to complement other learning modules in the My Firm. My Future. suite.
What you'll learn
- plan a strategy to maximise the effectiveness of a meeting for clients and you
- investigate client needs to create opportunities and/or solve problems using your expertise
- provide a proactive, sound business response to clients
- describe the process of onboarding a new client
Who is this for ?
This course is suitable for SME business owners and accountants advising business owner clients.
