NERD ON CALL SERVICES

Solution Matrix & Recommendation Engine

Learn how to confidently identify the best NOCS solution by evaluating a client’s goals, implementation style, budget, and stage of business.

Estimated Time: 20–25 Minutes

By the end of this module you will be able to:

• Compare every NOCS solution.

• Recommend the right implementation model with confidence.

• Recognize when to bundle services.

• Avoid recommending unnecessary services.

• Create client-first recommendations.

• Think like a consultant instead of a salesperson.

Every Recommendation Should Have a Reason

By now, you’ve learned what each NOCS solution offers and how to conduct an effective consultation.

This module brings everything together.

Your job is no longer to memorize services—it’s to identify the best solution based on what the client wants to accomplish.

There isn’t a “best package.”

There is only the best fit.

The NOCS Recommendation Matrix

Client Goals → Best Solution

Match the Goal

Matching Exercise

Match the client goal to the implementation model.

Different Businesses Need Different Solutions

Recommend Value, Not Price

Representatives should never ask: “What’s the cheapest option?” Instead ask: “What investment feels comfortable while still helping you move toward your goals?” Budget Examples

Remember: Budget influences how the client grows—not whether they can grow.

Instructions

For each scenario, select the best recommendation.