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..

Make Your Case Tool