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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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. In turn, Diana helps her clients’ businesses grow. Annette Franz. Daphne Lopes.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

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

SmartKarrot

JULY 19, 2022

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. Develop relationships with key clients and look for opportunities to pass to the account management team.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3