Needs Assessment Best Practices

Many people arriving today have already done hours of research and therefore, may have an exact idea of their needs and likes.  Your job in the Needs Assessment is to be an active listener and gain an understanding of their wants and desires.  Follow these 3 simple practices:

  • Ask Open Ended Questions
  • Use Active Listening Skills
  • Listen and then confirm, “So if I understand you are looking for…..”

If a couple arrive together ensure you are addressing both during the conversation.  Don’t judge or qualify the client.