2020, Client Onboarding, Onboarding and Value Proposition

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2020

Client Onboarding

Onboarding

Value Proposition

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

Key Account Management

Key Account Management Account Management Management Client Relationships

Productizing Professional Services So They're More Predictable

Liston Witherill

OCTOBER 30, 2020

About This Talk This talk is by Brian Casel and was recorded on October 27, 2020. That is, your value proposition should be so clear and so evident that any prospect exposed to it can give you a simple yes or no. As he sees it, there are 3 keys to better client onboarding: Have a single client intake form.

Value Proposition

Value Proposition Onboarding Client Onboarding Decision-making

Strategic Accounts Today

Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Productizing Professional Services So They're More Predictable

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