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.Matching the right plan to the customerVideo · 2 min
- 2.The smallest plan that fully fitsLesson · 12 min
- 3.Building a fit matrixLesson · 14 min
- 4.Total cost and growthLesson · 12 min
- 5.Matching solutions to customer needs: knowledge checkKnowledge check · 27 questions
- 6.Handing a won deal to deliveryScenario
- 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.