Client Needs Assessment Process - Answer Who, What, When, and How Who? - Answer Get to know who your client is, what they stand for, what they're aiming for and where they're coming from What? - Answer Every business, large or small, has a variety of parts. You need to find our what they are in order to best discuss QBO functionality and benefits with them, When? - Answer How often do they run reports? What are their internal and external deadlines? All of your clients will have compl...