Session Goal
To provide new customers with a comprehensive understanding of their project, identify potential challenges, offer tailored support solutions, and deliver a written report summarizing the session’s key findings and recommendations.
Session Outline:
Introduction (5 minutes)
Brief introductions, roles, and responsibilities.
Explain the purpose of the one-hour consultation.
Client’s Project Goals (15 minutes)
Description of the digital signage project in detail.
Discussion of goals, objectives, and target audience.
Understand budget and timeline constraints.
Project Assessment and Challenges (20 minutes)
Analyze the client’s project based on their goals and current situation.
Identify potential challenges or gaps in their knowledge or skills.
Discuss the need of content creation, network connectivity, and project management.
Tailored Support Solutions (20 minutes)
Overview of the services that could benefit the client.
Explain which additional services that can address specific challenges.
Discuss project timelines.
Open Discussion (15 minutes)
Allow the client to ask any questions.
Address any remaining concerns or doubts.
Discuss the next steps, such as scheduling follow-up meetings or providing a detailed proposal.
Post-Session Deliverable:
Written Report
Summary of key findings: Recap the client’s project goals, challenges, and areas of interest.
Recommendations: Outline specific recommendations based on the identified needs and challenges.