The Market Approach: AKA the industry standard approach is a short interview and only requires about 10 inputs. Because of this the interview will open in your RCReports dashboard [There is no option to have your client input this data] To make gathering the required information as simple as possible you can download a paper version of the interview from the Resource Library located in the Tools tab and have your client fill it out.
- The Market approach interview is split into two tabs: Basic Criteria and Business Criteria
- Basic Criteria: Select the timeframe, industry, occupation and location.
- Business Criteria: Select the inputs specific to your client and their business.
- Select Convert to Report and Save
