Create a need

In the world of professional services, understanding and addressing client needs is paramount.

Needs are found in the markets module in advaise.app.

Mastering meeting preparation with market insights

Picture this: you're gearing up for a crucial client meeting. The pressure is on, and you need to deliver insights that impress. This is where advaise.app works its magic, providing a comprehensive analysis of the needs of your client or their market. Armed with this knowledge, you enter the meeting not just informed, but ready to drive the conversation.

Elevate conversations, exceed expectations

With market and client needs at your fingertips, your client meetings evolve into strategic exchanges. You're not just responding to requests; you're anticipating needs and offering tailored solutions. This proactive approach transforms you from a service provider into a trusted advisor, setting the stage for long-term success.

Here is the step-by-step guide to creating a need:

1. Create a need by clicking the +add button

2. Name and describe the need

3. Navigate to the questions tab, expand the questions section, then click on the generate button to have AI generate the questions based on information in your knowledge base.

4. Review, update and add or delete the questions to ensure the questions are relevant to your client market needs.

5. Edit the summary to mark the need as approved.

Seamless workflow

In advaise.app , it's all about simplicity. You create a need in the needs tab of the markets module. Once approved, a need can be linked to one or more markets and/or one or more clients. A client can be associated with a market, creating a link between the market needs and the client.

When it's time to prepare for a meeting, create an interview in the contacts module. The client and market needs will be available, saving time, enhancing productivity, and elevating your professionalism.