Trusted Client Adviser Process: Initiate
Action:Conduct an initial consultation
Process: Use the Research Tactics Checklist to assist in meeting preparation. During the meeting, listen and establish rapport. Use the Identify & Prioritize Tool and the Client Goals & Challenges Worksheet to evaluate the client’s needs.
Research Tactics Checklist Identify & Prioritize Tool Client Goals & Challenges Worksheet
Action: Conduct an internal meeting.
Process: Use the Make Your Case Tool to present your ideas to the client manager..
