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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

In some cases this might involve opening in new territories, forming international alliances or mergers and acquisitions. 40% Selling (winning new clients). 10% Existing client development. 0% Referrer development. And we touched on ideas to integrate vertically and horizontally through the value chain.

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Jun 21 – Customer Success Jobs

SmartKarrot

Be proactive in strengthening existing relationships and creating new ones to maximize acquisition, retention, and up-sell. Review and propose process improvements that drive client and market penetration. Drive events, below-the-line activities and represent the client in industry forums to drive awareness.

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc. Daphne Lopes.

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Jul 19 – Customer Success Jobs

SmartKarrot

Working with key client requirements, including third-party software and solutions, align and place them in scope with the product portfolio and to provide solutions meeting and exceeding customer needs. Be the trusted advisor to the customer offering value-added consultancy with regards to the customers, and customer acquisition strategies.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

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Net Promoter Score (NPS)

Flevy

The Net Promoter Score (N PS) is a metric used to measure customer loyalty and satisfaction. It is based on a single survey question that asks participants to rate their propensity to recommend an organization, product, or service to others.