Structure the way you work and automatically produce stunning reports that will impress every time!
MAUS Client Needs Analysis 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. MAUS Client needs analysis operates from the award winning MAUS Hub cloud based platform.
This product includes:
MAUS Client Needs Analysis audit and report writer
MAUS No Restrictions™ – unlimited clients and reports!
41 page report that will WOW your clients
Technical support plan
Instant access via download link
Simple and Easy Client Needs Analysis Tool
The software automatically compiles a professional client needs analysis based on a core set of questions. This dramatically reduces the stress and ‘unknown’ when first engaging with a client by having a structured approach that is effective for all clients. Simply run through the diagnostic questions with your client, and with the click of a button software will automatically produce a professional needs analysis report and client proposal.
The Diagnostics are split into 3 different sections. The first discusses the high level financial and personal goals. The next level is ascertaining what keeps the business owner/manager awake at night. The third section reviews the common best practice systems that should be in place such as Business Plans, Financial Budgets etc.
The software will then auto create a gap analysis report, an action plan and a detailed proposal.
Instantly create professional reports your clients will love
Have confidence when meeting prospects for the first time!
With the MAUS Client Needs Analysis you will have the confidence in that first meeting with a client or prospect, knowing you have a set strucutre for the meeting and a great report which will generate automatically. Each report is automatically branded with your practice details and includes your client details that are automatically merged into the reports.
With MAUS Client Needs Analysis you will have a core set of questions that are highly effective and thought provoking no matter who the client, and what the industry. Determine your clients’ hot buttons with probing questions such as “What keeps you awake at night?” Of course, these probing questions will lead to a fascinating discussion with your client on topics over and above what is contained within MAUS Client Needs Analysis.
The Core features of MAUS Client Needs Analysis software
Client / Consultant Branding
Brand your business plans and cloud based portal with your practice and client’s information, including logos, colours, contact details, etc.
State of the art cloud based platform
You may not want to spend valuable time working through the systems audit. Lets face it, your client is the expert of their business, you are the expert in the process of analysing and improving their systems. Being cloud based, your client can access from the comfort of their own office. This process means you spend minutes generating documents for your clients – why not also use this as a marketing tool?
Customise the detail of your plan based on your objectives. The range of plans available are ideal for bank loan applications right through to setting strategic direction.
No Restrictions – Unlimited Clients
Generate unlimited reports for unlimited clients