Needs Probing

Understand the needs of your clients with this tool

When working with a potential client, you may feel compelled to offer a solution to their needs as quickly as possible. Though most everyone appreciates speed of service, are your communication systems taking the time to understand your clients’ needs? Or do you find yourself guessing and proposing solutions that sometimes fall flat?

With a full plate, it can be easy to forget to ask your clients what they need. But at the end of the day, your job is to solve the needs of your clients, so we developed a tool to help you do this seamlessly and authentically. This tool will give you a clear workshop that prompts you to brainstorm, “Why did this person accept this meeting with me?” We supply you with concrete questions to ask a potential client that will you pointed clarity in their goals and outcomes, so you can develop meaningful relationships with your clients from the very first meeting.

Bring authenticity and efficiency together and the download the Needs Probing tool today.

Download Your Needs Probing Tool

  • By downloading this toolkit, you agree to receive communication from Cultivate Advisors per your request. You may also receive additional communication with similar types of tools to offer value to your business.

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