You need Infopath 2007 to use this toolkit which helps with a step-by-step guide to help you assess the business and technical needs of small and medium-size business prospects.
As can often be the way with our websites, these useful tools can be incredibly hard to find. So here is the direct link to the download which is 1.65mb
There are some great templates in here such as a SWOT analysis for customers so well worth a look I reckon.
Link to Microsoft Business and Technical Assessment Toolkit