Create a market

In the world of professional services, understanding the markets your clients operate in is paramount. With advaise.app, you can effortlessly create and utilise the markets module to enhance your client interactions and interviews.

Defining markets

Each client in advaise.app can be associated with a market. Markets serve as the contextual backdrop for your client relationships. By creating a market, you're setting the stage to tailor your services to the unique dynamics of that industry.

Before creating a market, the following activities need to be completed:

• Create insights, needs and case studies related to the market.

How to create a market

1. In the main menu, navigate to the markets module in the strategy category.
2. Click the + Add button in the menu at the top of the screen.
3. Provide a name and description for the market.

4. Link needs, case studies and insights to the market.

You can tailor insights, needs and case studies to suit a particular market. After creating the market and linking the insight, need or case study you can add notes to tailor the information for the specific market. These notes do not alter the original insight, need or case study.

5. Update the status to approved.

6. In the clients module, assign relevant clients to the market to establish connections.

Enhancing client interviews

When preparing for client interviews, the linked markets, needs, case studies, and insights offer a strategic edge. You can effortlessly access a wealth of relevant information, ensuring that your conversations are insightful, targeted, and aligned with your client's industry challenges and goals.