Needs Analysis

Live Standard plan or higher · Team member

Industry: Life Insurance: this app appears only in company workspaces set up for that vertical.

Client needs analysis for coverage recommendations.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Client facts (required), textarea field in the workspace
• Financial & estate notes (optional), textarea field in the workspace
• Meeting goal (required), text field in the workspace
• Meeting type (required), select field in the workspace
• Meeting date (optional), date field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Needs Analysis under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Paste or type your document: On the Intake tab, add content to Client facts: paste text or use Use sample inputs to load a demo, then edit before you run.
7. Guided step 1: Client profile: In Guided workflow (step 1 of 2), complete Client facts, Financial & estate notes. Use Next → between steps.
8. Guided step 2: Meeting plan: In Guided workflow (step 2 of 2), complete Meeting goal, Meeting type, Meeting date. Use Next → between steps.
9. Run the app: On the Intake tab, click Generate plan. Review output on the Result tab and download if needed.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Client facts

Age 42, married, two dependents (8 and 11), household income $145k, mortgage $320k

Facts from discovery: no SSN or full account numbers.

Financial & estate notes

Wants income replacement + college funding; employer coverage ends in 90 days

Debts, goals, and existing coverage the client mentioned.

Meeting goal

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Meeting type

Discovery

Type of client meeting you are preparing for.

Meeting date

2026-06-10

Scheduled meeting date (optional).

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• First meeting discovery: income, dependents, and existing group coverage.
• Review meeting: update financial notes after client provides 401k statement.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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