Professional Advisor: Module 1 - Workflow Resources

Module 1 - Pre-meeting Client Analysis
Complete before any client meeting
5 - 10 minutes
This short document should only take 5 -10 minutes to complete and will help you to focus on the key commercial issues faced by a client with regards to their products / services. It may be useful to complete this before a client meeting.
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Module 1 - In-depth Client Analysis
Complete before a large client project, a pitch / tender or before carrying out due diligence on a client's behalf
45 minutes
This document is similar to the document from Workshop 1. It will help you to carry out a more in depth analysis on a client's products / services.
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Module 1 - Client Overview
Gradually complete this document as you go through the course in relation to a client's product / service
5 minutes
Just complete the first box in this document in Module 1. You can complete the rest of the document in Module 2 and 3.
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Module 1 - Editable Pre-Meeting Analysis
Complete prior to any internal meeting or a meeting with a customer / client
5 - 10 minutes
This is the word format version of the Pre-Meeting Analysis Document. You can amend and save this document to you own system and make a copy for each of your clients. This will make it possible for you to develop a real knowledge database in relation to a range of your clients.
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Module 1 - Editable In-depth Client Analysis
Complete before a large client project, a ptich / tender or before carrying out due diligence on a client's behalf
45 minutes
This is the word format version of the In-depth Client Analysis Document. You can amend and save this document to you own system and make a copy for each of your clients. This will make it possible for you to develop a real knowledge database in relation to a range of your clients.
Download
Module 1 - Editable Client Overview
Gradually complete this document as you go through the course in relation to a client's product / service
5 minutes
This is the word format version of the Client Overview Document. You can amend and save this document to you own system and make a copy for each of your clients. This will make it possible for you to develop a real knowledge database in relation to a range of your clients.
Download
Module 1 - Recommended Reading List
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Full details of the books and articles referred to in Module 1.
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