Step 1: Prep Work

Knowing about your customer is the very first step in a “Needs Analysis”. This is where some “detective work” will be useful. Find out what the customer’s business model is like and what services do they advertise, then start thinking about what they need Zoho for.

Remember — you are not just an order taker!!! Customers want someone who can look at their business and give them new ideas of how to operate it.

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