A client assessment tool for consultants transforms how you win and deliver engagements. Instead of generic discovery calls, you gather structured insights that reveal maturity levels, priorities, and readiness for change. Talkpoint lets consultants create branded scans tailored to their practice area—whether that's digital transformation, HR advisory, leadership development, or operations improvement. Each client response generates category scores and AI-generated talking points, giving you a professional foundation for proposals and project plans. Consultants who use client assessment tools demonstrate expertise from the first interaction. These tools help you understand not just what clients say they need, but where they actually stand across multiple dimensions. A well-designed client assessment reveals gaps between current state and desired outcomes, helping you scope engagements more accurately and position your services more effectively. The insights from a client assessment tool become the foundation of your proposal, showing clients that you've done your homework and understand their unique situation.
How it works
From scan to conversation in three simple steps
Design your assessment
Create questions that map to your consulting methodology. Organise by category to show maturity across dimensions.
Engage prospects
Send assessments before proposals or embed on your website to attract qualified leads.
Deliver insights
Share branded reports with clients. Use category scores to structure your recommendations and scope.
What you get
Everything you need to start better sales conversations
Maturity scoring
Show clients where they stand across key dimensions. Visual charts make gaps immediately clear.
Category analysis
Break down readiness by topic area—strategy, people, process, technology, or your custom categories.
Proposal preparation
AI-generated insights help you craft recommendations that address specific client needs.
Branded deliverables
Export professional PDF reports with your logo. Position yourself as the expert from first contact.
Multi-stakeholder views
Send to multiple client contacts. Compare responses to understand alignment and politics.
Lead generation
Embed assessments on your website. Prospects who complete them are already engaged with your expertise.
When to use this
Common scenarios where this approach adds value
Pre-proposal discovery
Gather detailed requirements before writing proposals. Win more by showing you understand their situation.
Thought leadership
Offer free assessments as lead magnets. Demonstrate expertise while capturing qualified prospects.
Project scoping
Use assessment results to define project phases and priorities based on client maturity.
Stakeholder alignment
Survey multiple client contacts to understand where there's agreement and where you'll need to build consensus.
Example talking points
AI-generated conversation starters based on scan responses
- 1Your organisation scored 'developing' in change management but 'advanced' in technology adoption. We should discuss readiness activities before implementation.
- 2Leadership alignment shows some variation—let's explore how to build consensus around priorities before we finalise the project plan.
- 3You're further along than most organisations at this stage. We can skip foundational work and focus on optimisation.
- 4The assessment reveals a gap between stated priorities and current capabilities. I'd recommend starting with a pilot in one department.