Client interviews
Client interviews are invaluable opportunities to connect, understand needs, and provide tailored solutions. advaise.app empowers you to make the most of these interactions by streamlining your preparation process.
Efficient meeting preparation
Before stepping into a client interview, thorough preparation is key. advaise.app simplifies this process by consolidating vital information for your reference. You'll have access to comprehensive details about the contact, client, and their market context.
Navigate to the Contacts module in the Sales category of the menu
Click on the +add button to create a new interview
Enter the following details:
- Interview purpose
- Contact name (select from dropdown for existing contacts, or type in the name to create a new contact)
- Date
- Notes. Provide additional context for the interview
Planning the interview
Prepare for the interview by reviewing the details in the planning tab.
Contact summary
Review the contact details to familiarize yourself with their details, including the buyer profile information.
Client overview
Review the client overview to ensure you are up to date on the client investment programs, proposals and engagements.
Hover over any of the items to see a summary.
Market Context
Apprise yourself on market developments in the market context section. This covers needs, case studies and insights identifies as relevant to the market.
Hover over any of the items to see a summary.
Questions
Enhance your interview strategy by formulating precise questions. Click on the +add button to add a new question.
Needs analysis undertaken in the markets module provides a list of potential client needs and relevant questions. To import a question from a need, select the need and question from the dropdown lists, then hit save.
Alternatively, add your own questions to capture specific insights aligned with your interview objectives.
Interview
Navigate to the Interview tab to conduct the interview.
Answers
During the interview, advaise.app becomes your digital assistant. Capture the responses to your prepared questions, ensuring no valuable insights slip through the cracks.
Open the question to capture the answers directly in advaise.app.
Alternatively, you can download an interview questionnaire for printing and filling out.
Analysis
The tool lets you analyse and extract key findings, helping you generate actionable insights.
After a meeting, uncovering valuable customer insights is crucial. With advaise.app, review recorded responses, identify patterns, and extract key takeaways. Pinpoint client needs, preferences, and pain points to refine strategies and deliver tailored solutions.
You can use the re-write function to turn your insights into more polished content.
Don't forget to go to the contact or client record to capture any follow up actions that arise from the meeting.
Drive meaningful conversations
With advaise.app, your client interviews evolve from routine meetings to impactful discussions. Prepare, engage, and extract insights seamlessly, fostering relationships and delivering solutions that truly matter.
Enhance your interview process today with advaise.app and elevate your client engagement to new heights.