In the last week, I have reviewed three client assessments or questionnaires.  They were all very good but here are five ways they could have been even better. Make it easy. When possible, choose an answer format of check boxes instead of fill-in-the-blank.  Provide common answers to questions.  For example, if asking about frequency of [...]

One of the easiest ways to collect data and at the same time improve service or product delivery to your B2B clients is to have an initial needs assessment.  A needs assessment is simply a structured way to collect information about your client or customer at your initial meeting.  Exactly what your needs assessment form [...]