Easy to use diagnostics to structure the client engagement
Produce instant reports that will impress every time
Keep your clients accountable with a shared dashboard
Streamline your initial engagements with clients and build trust with the MAUS Client Needs Analysis. Identify pain points and develop action plans that are guaranteed to WOW your potential clients.
MAUS Client Needs Analysis is the perfect tool for performing an initial audit of your clients business in minutes rather than hours. This tool provides you with a structured process to analyse your clients’ business and provide a detailed client needs analysis and proposal report.
Whether you are an Accountants or Bookkeeper looking to move an existing client into Advisory services or an independent Business Consultant or Coach looking for that tool to give you the confidence in the initial client discovery meeting, MAUS Client Needs Analysis is the answer.
The Client Needs Analysis software is based on a core set of questions designed to engage the client and identify key pain points and business goals.
The ‘best practice’ diagnostic splits into 3 sections that will dive into client goals, key pain points and central business systems such as business plans and financial budgets etc.
Within a few clicks, your analysis will export into a visually-impressive slide deck – guaranteed to impress your clients.
With MAUS Client Needs Analysis, you will have the confidence in that first meeting with your client or prospect, knowing you have a set structure for the meeting and a great report which will generate automatically.
These open-ended questions will lead to thought-provoking discussion on all topics over an above what is contained within the MAUS Client Needs Analysis
Whether you are just getting started or already established and looking to take your Advisory services to the next level, we have a plan that suits your needs. All of our plans come with a complete 30 day money back guarantee.