Table of Contents:

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.

Action:

Conduct an internal meeting.

Process:

Use the Make Your Case Tool to present your ideas to the client manager.

Tools

Make Your Case Tool

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Client Goals and Challenges Worksheet

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Identify and Prioritize Tool

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Research Tactics Checklist

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