Resources
What guide outlines best practices and standards for preparing, executing, following up on, and documenting business requirements?
Business Review Playbook
What is an informed statement or hypothesis intended to open further discussion and drive client strategies?
POV
What guide offers a comprehensive and systematic approach to client research and discovery, helping you position yourself as a strategic partner?
KYC Guide
This knowledge enables you to tailor your strategies, ensuring you provide relevant and impactful solutions.
KYC
What provides a framework for organizing milestones and outlining next steps with clients?
Mutual Action Plan
This type of listening is when you say things like, “I see…,” “That’s interesting…,” or “That makes sense…,” client’s feel that you are interested in them.
Responsive Listening
Consider this template as a valuable tool for capturing essential client information. It will help identify any gaps that can be turned into actionable items for enhancing your client relationships.
KYC Template
When presenting a BR, focus more of your time facilitating discussions and asking questions vs. delivering this?
Monologue