Client Discussion Guide
Using Your Findings with Clients
Portfolio Review Toolkit
The following guides have been provided to help you get maximum value from your CORE Insights Portfolio Review.
📋 10 Questions to Ask After Running a CORE Insights Portfolio Review
Review your findings, identify opportunities and decide where to focus next.
💬 Turning Insights into Conversations
Practical guidance to help you move from insight to meaningful client discussions.
Identifying opportunities is only the first step.
The real value comes from turning insight into meaningful client conversations.
Prepare for more proactive client conversations.
10 Questions to Ask After Running a CORE Insights Portfolio Review
Use this quick-reference guide to review your findings, identify opportunities and decide which client conversations should happen next.
This one-page worksheet will help you prioritise actions, spot emerging themes across your portfolio and focus your attention where it can have the greatest impact.
Recommended when: You’ve connected clients and started reviewing your CORE Insights results.
Turning Insights into Conversations
A practical guide to starting more meaningful client conversations.
Identifying opportunities is only the first step. This short guide provides simple conversation starters, key questions and practical tips to help you move from insight to discussion.
Whether you’re planning a management review, sharing a Business Overview Report or exploring future opportunities with a client, this guide will help you begin the conversation with confidence.
Recommended when: You’re ready to discuss your findings with clients and turn insight into action.