Project Description

Crafting Better Needs Assessments

Use this toolkit to help train your teams on the importance of a strong needs assessment and its vital role in the overall sales process.

This one sheet can be used as a takeaway to remind your sales teams of the significance of a needs assessment as well as provide some open ended questions they can use in their meetings.

Roleplay Video

Use this roleplay video or create a live roleplay of your own with our scenario to practice open ended questions and deep dive needs assessments before working with a client.