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
During a pre-move survey, a client mentions they have a 500-gallon fish tank. What is the consultant's FIRST priority?
Answer: Schedule a specialty vendor for the tank
Large aquariums require specialty vendors with proper equipment and expertise to disassemble, transport water/livestock safely, and reassemble.
A client expresses anxiety about leaving their childhood home of 40 years. How should the CMC respond?
Answer: Acknowledge the emotional difficulty and allow the client to express feelings before proceeding
Effective counseling requires empathy; acknowledging emotions builds trust and helps the client feel supported throughout the process.
Which question BEST helps a consultant determine whether a client needs full-service packing versus self-packing?
Answer: Do you have time, physical ability, and comfort to pack your own belongings?
Assessing the client's time, physical capability, and comfort level guides the appropriate service recommendation.
A client wants to move a grand piano but lives in a third-floor walk-up at both origin and destination. What should the consultant do?
Answer: Assess staircase dimensions and inform the client of potential rigging or crane costs
Staircase access affects method and cost; the consultant must assess feasibility and communicate any specialty rigging requirements.
During needs assessment, a client discloses they are going through a divorce and the move is court-ordered. What is the consultant's best approach?
Answer: Remain neutral, focus on service needs, and avoid taking sides
The CMC must remain professionally neutral in legally sensitive situations and focus on fulfilling the moving service safely.
A client requests that all items be inventoried at the item level rather than by carton. What should the consultant consider?
Answer: The significantly increased labor cost and time, which must be disclosed to the client
Item-level inventorying is far more labor-intensive than carton-level and will increase costs that must be transparently communicated.
Which factor is MOST important when counseling a senior client relocating to an assisted living facility?
Answer: Downsizing needs, sentimental item handling, and coordination with facility move-in rules
Senior relocations involve unique emotional and logistical considerations including downsizing, precious item handling, and compliance with facility restrictions.