• Follow procedures to greet customer and explore customer needs. Take notes. Notes should contain enough information to justify choice of product, modifications and/ or additions.
• Match products to customer.
• Explain at least two potential options for meetiong customer needs.
• Help customer to evaluate products and reach a decision.
• Anticipate and work through potential difficulties in delivering products to meet customer needs.
• Negotiate priorities and determine order of actions to take to fulfil customer and organisational requirements:
- explain process to customer
- summarise offer and price
- follow procedures to communicate rights and responsibilities to customer and answer any questions
- explain consent form and have customer sign consent form
- discuss communication options and agree on next consultation: date and time; tasks and activities.