Crunchafi

CAS Client Assessment Toolkit

The CAS Client Assessment Toolkit from Crunchafi Data Extraction includes a welcome letter explaining the assessment process, a question and data checklist for evaluating prospective clients, sales tips for CAS services, a PowerPoint template for assessment presentations, and a sample financial data extraction output to practice client assessments.

CAS Client Assessment Toolkit

Inside the Crunchafi Data Extraction CAS Client Assessment Toolkit you'll find:

  • A Welcome Letter that walks you through the client assessment process and how the pieces of the toolkit can support you along each step
  • The Question and Data Checklist to guide you through the questions you should be able to answer about your prospective client
  • Sales Tips for CAS Services to help you nail your proposal presentation and land your ideal clients
  • An Assessment Presentation PowerPoint Template that brings together sales best practices and highlights your expertise
  • The Sample Data Extraction Output gives you financial data so that you can work through a client assessment using real data as an example