SSM9 | Action Item 1 | Needs Assessment Worksheet

A needs assessment worksheet is a very useful tool to keep you on track and make sure you’re asking the right questions and gathering the right information.

It will also physically demonstrate that you are actively listening to your prospect, further cementing rapport and the relationship. It clearly communicates your interest in providing a custom-fit solution rather than a “cookie cutter” package of commodity security components.

In short, it will give you a powerful competitive advantage and help you complete more sales.

Download the sample needs analysis worksheet below and then customize it for your own situation. You will probably need more than one needs analysis worksheet to cover your major markets (e.g., at least one for residential and one for commercial).