Client Needs Assessment & Counseling Flashcards
7 cards from real CMC practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Client Needs Assessment & Counseling flashcards as text
A client has a collection of original oil paintings valued at over $50,000. What should the CMC recommend?
Answer: Recommend custom crating and advise the client to obtain fine-art rider insurance
High-value artwork requires custom crating and separate fine-art insurance coverage beyond standard carrier liability.
When conducting a virtual survey versus an in-home survey, what is the consultant's primary obligation?
Answer: Disclose to the client that a virtual survey may be less accurate and could result in estimate revisions
Clients must be informed that virtual surveys carry higher risk of estimate inaccuracy due to limited visibility of access and item details.
A client reports that their condo building requires a Certificate of Insurance (COI) naming the building as additional insured. What is the CMC's role?
Answer: Coordinate with the company's insurance department to issue the COI before move day
Obtaining and providing building-required COIs is a standard CMC coordination task to ensure move-day access.
A client states they have already donated most of their belongings and only have 10 boxes remaining. The consultant's job is to:
Answer: Verify the scope through a survey to ensure accurate pricing and resource allocation
Even small moves require accurate surveys to allocate proper truck size, labor, and time without over- or under-quoting.
During the needs assessment, the client asks whether they should tip the movers. How should the CMC respond?
Answer: Explain that tipping is entirely optional and at the client's discretion based on service quality
Tipping is customary but voluntary; the consultant should explain this neutrally without pressuring the client.
A client requests that the crew disassemble and reassemble custom built-in furniture at both origin and destination. What should the consultant assess?
Answer: Whether the built-ins can actually be removed without structural damage and the cost of specialty labor
Custom built-ins may not be removable without structural damage; the CMC must assess feasibility and specialty labor costs before committing.
When a client asks the CMC to recommend the fastest move date possible, what must the consultant balance?
Answer: Client urgency against crew availability, truck scheduling, and packing time needed for a safe move
The consultant must balance the client's timeline against operational realities to ensure the move can be executed safely and completely.