Client Needs Assessment Template & Tools
Streamline your initial engagements and build trust with Maus, Client Needs Assessment
Build and grow your consulting & advisory business with Maus
- FREE - Client Needs Analysis template
- FREE - ‘How to Establish a Highly Profitable Practice’ ebook
- FREE - One Page Business Plan template
- FREE - And more valuable Business Advisory templates & resources!
Maus is Trusted by:
Identify pain points and develop action plans that are guaranteed to WOW your potential clients.
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It's quick, easy, and free!
Quick to Start, Proven System
Easy to use diagnostics to structure the client engagement
Automated Reporting
Produce instant reports that will impress every time
Easy Dashboards
Keep your clients accountable with a shared dashboard
Simplified Readiness
Be Prepared for the Initial Client Meeting
Maus customer needs analysis template 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.
Work Smarter
Identify Your Clients Pain Points
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.
Key Features
- Step-by-step wizard guides you through the client discovery process
- Create impressive reports that are simple, enjoyable & effective
- Build rapport and trust with your clients for a stronger, more meaningful relationship
- Identify goals, gaps, pain points and opportunities in your clients business
Be the Solution
Identify client pain points with with the client needs analysis tool
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.
Give them the good stuff
Instantly create professional reports your clients will love!
Within a few clicks, your analysis will export into a visually-impressive slide deck – guaranteed to impress your clients.
Export Includes:
- Financial Goals
- Pain Points
- Priority Areas
- Gap Analysis
- Action Plan
Take Your Practice to the Next Level
No Risk Trial
Our no risk purchase trial gives you peace of mind that if the software doesn’t meet your needs for any reason, you will receive a full refund.
Easy To Use
Maus utilizes a state of the art Cloud based technology for easy access, usability and efficiency. Maus Cloud is one simple to use system to automate your business processes and save you hundreds of hours of time.
Over 10,000 Customers
The award winning Maus software has been around for over 25 years. Produced in Australia, Maus has served businesses across over 20 countries
Full Customer Support
At Maus, we nurture our customers to ensure they receive the most effective outcome from our software. Included free in your subscription is access to our onboarding webinars, training demonstrations and Australian-based technical advisors
Award Winning Software
Maus is proud to be recognized as Small Business Champion in IT, as well as the Winner of Information Technology at the Australian Small Business awards.
Instant Access
Receive instant access to the range of tools and documentation to help develop and improve your businesses’ processes.
Structure = confidence
Make Prospect Meetings a Breeze with Proven Software Backed by Over 25 Years Experience
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
Trusted by
What customers are saying
Maus is the key to growth and it's quick and easy to get started, but don't take our word for it, here's what our satisfied clients are saying
Take your business to the next level
Claim your free business advisory ebook, templates, and sample documents!
- FREE - ‘How to Establish a Profitable Practice" ebook
- FREE - Sample Monthly Client Review template
- FREE - Client Needs Analysis template and much, much more!