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Matching solutions to customer needs

Turn requirements into a recommendation, using a comparison table correctly and avoiding over- or under-selling.

Level
Intermediate
Length
About 30 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Translate stated requirements into must-haves and nice-to-haves
  • Use a comparison table to find the smallest plan that meets all must-haves
  • Account for near-term growth the customer mentioned
  • Explain the recommendation in the customer's terms

Course outline

  1. 1.Matching the right plan to the customerVideo · 2 min
  2. 2.The smallest plan that fully fitsLesson · 12 min
  3. 3.Building a fit matrixLesson · 14 min
  4. 4.Total cost and growthLesson · 12 min
  5. 5.Matching solutions to customer needs: knowledge checkKnowledge check · 27 questions
  6. 6.Handing a won deal to deliveryScenario
  7. 7.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

  • General consultative-selling practice (discovery, qualification, value)

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.