This short document should only take 5 -10 minutes to complete. It will help you to focus on the key assets within a client with regards to their products / services. It may be useful to complete this before a client meeting.

This document is similar to the document from Workshop 2. It will help you to carry out a more in depth analysis on the internal environment of client so that you can identify its key assets. You should complete this document before a large client project, a pitch / tender or before carrying out due diligence on a client's behalf.

Just complete the first fours boxes in this document. You can complete the rest of the document in Module 3.

This document provides an in-depth explanation of a Key Asset Map.

This document provides an in-depth explanation of Functional Strategies.

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.

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. Complete before a large client project, a ptich / tender or before carrying out due diligence on a client's behalf

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.

Full details of the books and articles referred to in Module 2.