Client Needs Analysis Form  

Budget and Price Points

What is your target price range for this property?

Do you have a maximum or minimum price in mind?

How did you come to this figure?

Do you have finance approved?

Are there any specific financial constraints we should be aware of?

Identifying Challenges

What is the biggest challenge you’re facing in this negotiation?

Are there any aspects of the deal that are non-negotiable (e.g., timeline, payment terms)?

How do you see us helping to overcome these challenges?

Priorities and Preferences

What aspects of the negotiation are most important to you (e.g., price, terms, timeline)?

How does this decision impact your overall financial or investment goals?

What additional details or preferences should we keep in mind?

Communication Preferences

How would you like us to keep you updated during the negotiation process?

Are there specific ways you’d like us to proceed or approach the negotiation?

Final Details

Are there any other concerns or details you feel are relevant to this negotiation?

Have you decided to proceed with our negotiation service?

Is there a specific timeline or deadline we need to adhere to?

What does success look like to you?