Quick Documents

Quick Client and Departmental Analysis
Complete prior to a networking event / client meeting
15 minutes
This document will help you to identify (1) the key commercial issues faced by a client and (2) the capabilities contained within your own department. Having these facts at the forefront of your mind can be extremely helpful when preparing for any networking event or client meeting .
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Editable Pre-Meeting Industry Analysis
Complete prior to a client meeting
5 - 10 minutes
This is the word format version of the Pre-Meeting Industry 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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Editable Pre-Meeting Internal Analysis
Complete prior to a client meeting
5 - 10 minutes
This document will help you identify the most important factors concerning the client's Internal Environment. It asks you to consider (1) the key customer needs that the client focuses on (2) its core Business Strategies and (3) the key assets the client's business will need to have in place in order to execute its business strategies.
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Editable Pre-Meeting General Analysis
Complete prior to an industry / networking event
5 - 10 minutes
This document will help you to consider some of the most important changes taking place within a client's market and how the client may respond to these changes in order to build for the future.
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Client Overview
Complete this document before a client meeting, a networking / industry event or before a pitch / tender
20 minutes
This document will help you to create a summary of the key commercial issues relevant to a client.
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