CAS Client Assessment Toolkit

Guides

Data Extraction

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 your 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

See Crunchafi’s suite of intuitive financial and accounting products in action and spend less time buried in manual tasks.