Red Star Kim

NOVEMBER 13, 2023

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. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

SmartKarrot

MARCH 8, 2022

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.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

JULY 19, 2022

Coach Account Managers on best communication practices relating to each client. Help create an Account Manager schedule when it comes to client visits, follow-ups, mailings, etc. Be the trusted advisor to the customer offering value-added consultancy with regards to the customers, and customer acquisition strategies.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

Account Management Skills

AUGUST 24, 2021

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.

Account Management 98

Account Management Management Account Planning Co-Creation 98