Jermaine Edwards

NOVEMBER 25, 2021

The mindset is a posture that requires a shift from the reactive and tactical to pre-active (anticipation of events) and strategic (navigation or route to a specific result). It’s brainstorming time. Download the Stakeholder Mastery Checklist plus get invited to future events on stakeholder mastery. Do they require coaching?

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

Insightly

APRIL 15, 2022

Your finance team can help. For a more data-driven approach, design a brief survey that addresses the common pain points, such as disorganized information, poor client and supplier management, inefficient collaboration with team members, and difficulty managing projects. You’ll need to consider the size of your business.

CRM 98

CRM Onboarding Decision-making Finance 98

Account Management Skills

JUNE 26, 2023

And I’ll break it down by client for the year based on what’s happened previously, conversations that we are currently having, maybe there’s annual events that we know will come around each year that are fairly predictable. Because I want to build that relationship. It’s not transactional, it is valued partnership.

Account Management 52

Account Management Client Relationships Management Communication 52

Hubspot Sales

MAY 22, 2018

In order to build a successful company, you’ll need to create and fine-tune a business plan, assess your finances, complete all the legal paperwork, pick your partners, choose the best tools and systems to help you get your marketing and sales off the ground … and a whole lot more. Brainstorming business names? Seed Financing.

Finance 145

Finance Business Planning Small Business Investors 145