Technology assessments can be a win-win for both you and your clients. Here are some key points to keep in mind:

  • Don’t just use technology assessments for new clients. Existing customers and clients can benefit from them too.
  • When clients implement your recommendations from the technology assessments, you will be able to work more effectively with that client, both initially and over the long-haul.

Read on to find out how one of our computer consultants was able to get more signed service agreements via his technology assessments.

"We finally formalized the new client inventory and assessment process. It systematically defines for us how to follow up with accounts that haven’t used us in the past for proactive maintenance.  There are lots of templates discussing a given client’s profile. We weren’t systematically capturing the info necessary to recommend a service agreement that would be of maximum benefit to our new clients."

Scott T. Rauth, Entire Computer Solutions
Overland Park, Kansas

The Bottom Line about Technology Assessments

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