The Market Approach Interview

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.

Market Approach Basic Input

  • Business Criteria: Select the inputs specific to your client and their business.
  • Select Convert to Report and Save

Industry Specific RCReports Interview

 

Last Update: February 10, 2022  

February 10, 2022 992 Paul Hamann  The Client Interview
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