Needs Analysis

Context

The analysis was designed to inform onboarding and ongoing training for a new sales role managing a book of business, client conversations, consultative upsell opportunities, and daily tool use.

The project focuses on understanding what the role requires before building training. That includes business expectations, daily workflow, tools, customer conversation patterns, and the skills needed for success.

The connected Client Growth Consultant eLearning Prototype shows one example of bringing the content needs from this analysis to life as a finished learner-facing experience.

View connected eLearning prototype

Analysis approach

1. Interview role creators to clarify responsibilities, success criteria, client expectations, applications, and career progression.
2. Job shadow current performers to observe daily structure, business reviews, tool usage, client pain points, objection handling, and project management habits.
3. Map skills and competencies across Salesforce, Outlook, phone systems, compliance, consultative selling, conflict resolution, organization, multitasking, and analysis.

Preview

The preview shows the source analysis document converted into a page viewer. The original DOCX is also available for download.

Document page preview

Move through the preview on the page, or open a larger view.

Open larger preview

Previous1 of 4Next

What this demonstrates

This sample shows front-end analysis, stakeholder questioning, workflow observation, competency mapping, curriculum architecture, and the ability to connect sales enablement to performance needs before jumping into content creation.